2027 Wealth Management Internship

About the role

At Schwab, you're empowered to make an impact on your career. Innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. We believe in the importance of in‑office collaboration and intend for the selected candidate to work onsite in the specified location.

The Wealth Management Academy (WMA) Internship is a 9‑week paid summer internship designed for students interested in pursuing a long‑term career in financial planning and wealth management. The program is ideal for students who aspire to become Wealth Advisors, build lasting client relationships, develop comprehensive financial plans, and pursue their CFP® certification. Unlike traditional sales‑focused roles, the WMA centers on helping clients achieve financial goals through holistic planning, advice, and long‑term relationship management.

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 needs, develop financial strategies, and provide ongoing support. As an intern you'll gain exposure to how Schwab delivers wealth management services at scale while maintaining a client‑first approach, working alongside professionals who help clients build financial confidence through planning, education, and advice.

As part of your application, please identify the location where you would be interested in completing your internship. Locations available: Orlando, FL; Westlake, TX; Charlotte, NC; Scottsdale, AZ; Omaha, NE.

Responsibilities

• Participate in meaningful work that provides exposure to financial planning, wealth management, and advisor support functions.
• Contribute to business initiatives, research and analysis projects, process improvement efforts, and cross‑functional collaboration that supports client outcomes.
• Complete an individual business project and a cohort‑based internship project.
• Participate in professional development workshops and networking opportunities.
• Learn from Wealth Advisors and business leaders across Wealth & Advice Solutions.
• Strengthen ability to analyze information, solve problems, communicate recommendations, and build relationships.
• Gain insight into the skills, experiences, and licensing pathway required to become a Wealth Advisor.
• Develop an understanding of Schwab's commitment to financial planning and client‑centered advice.

Requirements

• Currently pursuing a bachelor's degree and expected to graduate after August 2027.
• Able to attend the internship onsite in your 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.

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 is a plus.
• Experience gained through coursework, student organizations, athletics, leadership roles, volunteer