2027 Wealth Management Internship

About the Wealth Management Academy Internship

The Wealth Management Academy (WMA) Internship is a 9‑week paid summer program designed for students interested in a long‑term career in financial planning and wealth management. The internship prepares participants to become Wealth Advisors, build lasting client relationships, develop comprehensive financial plans, and pursue CFP® certification. Unlike traditional sales‑focused financial services roles, the WMA focuses on holistic planning, advice, and long‑term relationship management.

About Wealth & Advice Solutions

Schwab's Wealth & Advice Solutions organization helps clients navigate important financial decisions through personalized guidance, comprehensive planning, and advice tailored to their unique goals. Wealth Advisors partner closely with clients to understand their needs, develop financial strategies, and provide ongoing support throughout their financial journey.

What You’ll Experience

• Exposure to financial planning, wealth management, and advisor support functions.
• Contribution to business initiatives, research and analysis projects, process improvement efforts, and cross‑functional collaboration that supports client outcomes.
• Completion of both an individual business project and a cohort‑based internship project.
• Professional development workshops and networking opportunities.
• Learning from Wealth Advisors and business leaders across Wealth & Advice Solutions.
• Strengthening ability to analyze information, solve problems, communicate recommendations, and build relationships.
• Insight into the skills, experiences, and licensing pathway required to become a Wealth Advisor.
• Understanding of Schwab's commitment to financial planning and client‑centered advice.

Internship Dates

June 7, 2027 – August 6, 2027

Location Preferences

Applicants must identify a preferred location for the onsite internship. Successful interns may be considered for future opportunities aligned with the internship location.

• Orlando, FL
• Westlake, TX
• Charlotte, NC
• Scottsdale, AZ
• Omaha, NE

Required Qualifications

• Currently pursuing a bachelor's degree and expected to graduate after August 2027.
• Able to attend the internship onsite in the selected location from June 7, 2027 through August 6, 2027.
• Authorized to work in the United States on a full‑time basis without employer sponsorship.
• Demonstrated ability to learn new concepts, systems, and processes quickly through academic, professional, or extracurricular experiences.
• Ability to navigate ambiguity, evaluate information, and identify thoughtful solutions to business challenges.
• Strong verbal and written communication skills with the ability to clearly share ideas, recommendations, and perspectives.
• Demonstrated initiative, accountability, and commitment to achieving high‑quality results.
• Proven ability to collaborate effectively with others to accomplish shared goals.
• Receptive to coaching and feedback, with a growth mindset and desire for continuous improvement.

Preferred Qualifications

• Strong interest in pursuing a career in wealth management, financial planning, or advisory services.
• Interest in obtaining CFP® certification and building a long‑term career as a Wealth Advisor.
• Completion of financial planning coursework or participation in a CFP Board Registered Program (a plus).
• Experience through coursework, student organizations, athletics, leadership roles, volunteer work, projects, internships, or employment that demonstrates communication, teamwork, and problem‑solving skills.
• Experience analyzing information, identifying trends, or making recommendations based on data or research.
• Demonstrated ability to build trust and relationships through communication, collaboration, and follow‑through.
• Ability to manage multiple priorities while maintaining organization, professionalism, and attention to detail.
• Previous internship, customer service, hospitality, campus leadership, or other experience supporting clients, customers, students, or stakeholders.

What’s in It for You

At Schwab, you’ll be empowered to shape your future through meaningful work, continuous learning, and a culture of trust and collaboration—building the skills needed to make a lasting impact.