2026 Charles Schwab Advisor Services RIA Internship (WESTLAKE ONLY)

Charles Schwab

4

(159)

Westlake, TX

Why you should apply for a job to Charles Schwab:

  • 4/5 in overall job satisfaction
  • 67% say women are treated fairly and equally to men
  • 75% would recommend this company to other women
  • 69% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • After 5 years of service at Schwab, employees are eligible for one month of Sabbatical leave.
  • Paid parental leave and reimbursement to help offset adoption or surrogacy expenses for eligible employees.
  • Mentorship program opportunities and competitive tuition reimbursement program to invest in employees’ success.
  • #2025-114374

    Position summary

    rn, you'll interact and support various areas of Schwab Advisor Services, participate in educational learning sessions, and meet with RIA firms across the country. You will gain experience in an area of financial services that's about more than just making money-it's about doing what's best for clients. If you are passionate about gaining insights on how Schwab supports RIAs, developing your presentation and public-speaking skills within a professional setting, and learning more about how advisors manage their businesses and service their clients, this is the role for you.

    RIA Intern Program | Schwab Advisor Services

    What you have

    As an intern, it's not about what you know, it's about what you are willing to learn. We're seeking passionate students who are ready to own their career and have the courage to ask "why".

    Required Qualifications

    • Currently enrolled and have completed a minimum of two years of college-level education towards a related Bachelor of Arts or Bachelor of Science degree

    • Ability to work full time and be on-site at our Westlake, TX Schwab campus during the 8-week program (June 8 to July 31, 2026)

    • Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

    Preferred Qualifications

    • Finished courses focused on CFP® certification/financial planning, business management, marketing, economics, finance, accounting, communications, or other.

    • Desire to work in the RIA industry post-graduation

    • Participated in extra-curricular activities geared toward a career in the financial services and/or RIA industry

    • Intermediate knowledge of financial products and services

    • Proficient in Microsoft® Outlook, Word, PowerPoint, Excel

    • Strong written and verbal communication skills to interact with internal business partners

    • Optimism with keen sense of purpose, awareness, and knowledge

    • Resourcefulness and flexibility, who enjoys working through cross-functional partnerships and collaboration to achieve a common purpose

    • An innovative and curious demeanor, who constantly looks for better ways to do things, has a passion for service, and seeks to exceed client expectations

    • Excellent organizational skills, enabling one to manage multiple priorities and projects, while meeting deadlines

    #campus

    What's in it for you

    At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.

    Why you should apply for a job to Charles Schwab:

  • 4/5 in overall job satisfaction
  • 67% say women are treated fairly and equally to men
  • 75% would recommend this company to other women
  • 69% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • After 5 years of service at Schwab, employees are eligible for one month of Sabbatical leave.
  • Paid parental leave and reimbursement to help offset adoption or surrogacy expenses for eligible employees.
  • Mentorship program opportunities and competitive tuition reimbursement program to invest in employees’ success.