2026 Charles Schwab Advisor Services RIA Internship (WESTLAKE ONLY)

Charles Schwab • Westlake, TX • 1d ago

Your opportunity

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 15,000 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, you will uncover how Registered Investment Advisor (RIA) firms work and 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 (https://advisorservices.schwab.com/managing-your-business/talent/schwab-ria-internship)

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

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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you - both today and in the future:

401(k) with company match and Employee stock purchase plan

Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

Paid parental leave and family building benefits

Tuition reimbursement

Health, dental, and vision insurance

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.

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