2027 RIA Intern

Charles Schwab Inc. • Westlake, TX

4d • Onsite

About The Position

The Schwab Advisor Services RIA Internship Program is a structured summer learning experience within Advisor Services. It serves as the overall RIA Program and may include placements across business areas supporting independent Registered Investment Advisor (RIA) firms. Participants learn how Schwab partners with advisors through custody, trading, technology, and practice management solutions that help advisors serve clients and grow their businesses.

Based in Westlake, Texas, the program runs from June 7, 2027 through July 30, 2027 and is a full-time, on-site experience. Through experiential learning, educational programming, project work, and interaction with business professionals and the RIA industry, participants develop an understanding of advisor business operations, industry dynamics, and the financial services landscape. Participants work alongside Advisor Services teams, contribute to research and business initiatives, engage with internal and external stakeholders, and present insights and recommendations professionally.

Successful participants bring intellectual curiosity, strong communication abilities, sound judgment, and a desire to learn. They analyze information from multiple sources, collaborate to solve problems, and adapt quickly to new concepts and business challenges. The program provides exposure to industry professionals, deeper understanding of the RIA industry, and experience within a financial services organization.

Requirements

• Authorized to work in the United States on a full-time basis without employer sponsorship.
• Currently pursuing a bachelor's degree.
• Able to work full-time on-site in Westlake, Texas, from June 7, 2027 through July 30, 2027.
• Able to communicate clearly and professionally in written, verbal, and presentation-based interactions.
• Able to analyze information, draw logical conclusions, and provide thoughtful insights.
• Demonstrated ability to collaborate effectively with peers, team members, and business professionals.
• Demonstrated accountability, reliability, and professionalism in academic, work, volunteer, or extracurricular settings.
• Strong interest in financial services, business operations, or the Registered Investment Advisor industry.
• Able to learn new concepts quickly and apply feedback in a fast-paced environment.

Nice To Haves

• Currently enrolled and have completed at least two years of college-level education toward a related Bachelor of Arts or Bachelor of Science degree.
• Completed courses focused on CFP® certification or financial planning, business management, marketing, economics, finance, accounting, communications, or related subjects.
• Desire to work in the RIA industry after graduation.
• Participation in extracurricular activities geared toward a career in financial services or the RIA industry.
• Coursework, projects, internships, leadership experiences, or extracurricular involvement demonstrating business, analytical, communication, or problem-solving capabilities.
• Exposure to financial services, investments, economics, business management, marketing, entrepreneurship, or related disciplines.
• Experience presenting findings, recommendations, or project outcomes to groups or stakeholders.
• A proven record of initiative, curiosity, and continuous learning.

Responsibilities

• Work alongside teams across Advisor Services.
• Contribute to research and business initiatives.
• Engage with internal and external stakeholders.
• Present key insights and recommendations in a professional setting.
• Participate in experiential learning, educational programming, and project work.

What This Job Offers

• Job Type: Full-time
• Career Level: Intern