At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
Schwab Advisor Services™ is the leading provider of custodial, trading, technology and practice management offerings for independent Registered Investment Advisory (RIA) firms. We provide access to sophisticated wealth-management services that help more than 7,500 independent investment advisors attract and retain affluent clients, as well as profitably grow and succeed in their business goals and dreams.
Throughout the 8-week paid Advisor Services RIA Intern Program internship, you will uncover how Registered Investment Advisor (RIA) firms work and allows you to explore future career opportunities in financial services. As an intern, 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 haveAs 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 Early Talent 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 and targeting graduation between December 2025 through May 2027Ability to work full time and be on-site at our Westlake, TX Schwab campus during the 8-week program (June 9 to August 1, 2025)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-graduationParticipated in extra-curricular activities geared toward a career in the financial services and/or RIA industryIntermediate knowledge of financial products and servicesProficient in Microsoft® Outlook, Word, PowerPoint, ExcelStrong written and verbal communication skills to interact with internal business partnersStrive for or have a cumulative GPA of 3.0 or higher in relevant courseworkOptimism with keen sense of purpose, awareness, and knowledgeResourcefulness and flexibility, who enjoy working through cross-functional partnership and collaboration to achieve a common purposeAn innovative and questioning demeanor, who constantly look for better ways to do things, have a passion for service, and seek to exceed client expectationsExcellent organizational skills, enabling one to manage multiple priorities and projects, while meeting deadlines
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Compensation: $25/hour
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Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Application FAQs
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