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Category: Marketing, Sales and Service

Type: Standard

Location: Lone Tree

Starts: Jun. 5, 2023

$ Paid
 Full Time
 Part Time


Do you want to spend your summer internship with a company that has been challenging the conventions of the financial services industry for over 50 years? Schwab’s mission is to help our clients build a better future for themselves, their families, and their communities. It is summed up in our tagline – Own your tomorrow – and it permeates everything we do.

The design of the program invites interns to engage directly in Schwab’s culture of service, while challenging them with a blend of learning programs, team-building activities, networking opportunities, and enriching work projects.

Schwab is recognized as an industry leader, and our welcoming culture will embrace your individuality and partner you with other like-minded and solution-focused students. We will invest in your summer experience by providing you direction and leadership for a robust and well-rounded internship, as well as helping you focus on a potential future career with Schwab.

Regardless of which opportunity you pursue, we will provide you with a consistent and outstanding experience – one you won’t soon forget!


Features of our 2023 program include:

  • Business Track Project: Working with your host business track at Schwab provides a meaningful and valuable experience to translate classroom learning into real business projects.
  • Intern Cohort Project: Partner with other interns to brainstorm, discuss learning experiences, and present solutions.
  • Learning Activities: Participate in facilitated training, team discussions and events, individual assessments and activities, senior leader meetings, and on-the-job training.
  • Dedicated Intern Leader: Receive regular feedback from your leader, participate in career-related discussions, and provide your own feedback.
  • Strengths Application: Learn about yourself and how to apply your unique strengths, abilities, and goals to the work you do as part of Schwab’s ‘strengths-based’ culture.
  • Networking: Build your network by interacting with professionals across Schwab, including senior leaders, peers, and Schwab Intern Academy Alumni.

Because interns are considered a primary pipeline for full-time opportunities, every intern candidate must be eligible for full-time employment upon graduation and must also meet the following requirements:

  • Enrolled in a current undergraduate or graduate program tracking to graduate between August 2023 and June 2024
  • Ability to work full time and be on-site at assigned Schwab location during the 9-week program (June 5 to August 4, 2023)
  • Have specific skills as specified by the hosting Business Track


What you have

  • Anticipation of graduating with a bachelor’s degree between Dec. 2023 or May/June 2024
  • An ability to work Monday-Friday, between the dates of June 5 - August 4, 2023
  • Strong desire to explore a career at Schwab by beginning in a Financial Services professional role post-graduation
  • Passion for learning about the Financial Services Industry and helping investors with their wealth management needs
  • Desire and motivation to take the FINRA SIE
  • Ability and desire to network by taking a client-focused sales approach

We look for students with:

  • Optimism and curiosity, who possess a keen sense of purpose, awareness, and knowledge and who have the demeanor of an everyday leader
  • Resourcefulness and flexibility, who enjoy working through cross-functional partnerships and collaboration to achieve a common purpose
  • An innovative and questioning demeanor, who constantly look for better ways to do things, have a passion for service, and seek to exceed client expectations

What you have


  • A strong desire to build and grow a career in the financial services industry
  • Outstanding communication skills (written and oral)
  • The courage to ask “why”

As an affirmative action employer, Schwab takes affirmative action to employ qualified minorities, women, individuals with disabilities, and protected veterans in our intern program. As a culture that values Diversity and Inclusion, Schwab encourages the application of Women, Minorities, Individuals with Disabilities and Protected Veterans to the Intern Academy.

There are many different business tracks that you can engage with over the course of the summer. Some of the tracks that will host 2023 interns are:

  • Corporate Risk Management
  • Digital Services
  • Finance
  • Human Resources
  • Internal Audit
  • Investor and Client Service
  • Marketing
  • Model Risk Management
  • Operations
  • Retirement Business Services
  • Schwab Charitable
  • Schwab Asset Management
  • Schwab Branch Network
  • Schwab Technology Services
  • Workplace Financial Services

You can find additional program information at:

We encourage you to apply for all positions for which you are qualified and interested. To formally apply and be considered, use this link:


Investor Services Client Service & Support (CS&S) Intern

Our Client Service Interns will be immersed in the Schwab values and mission by working in one of the firm’s major service centers located in one of the following metropolitan areas - Austin, Chicago, Dallas-Fort Worth (Southlake or Westlake), Denver (Lone Tree), Indianapolis, Omaha, Phoenix, or St. Louis

As a CS&S Intern, you will gain a meaningful understanding of multiple aspects of the Financial Services industry to enhance your personal Financial Literacy. Our program is designed to show you what CAREERS at Charles Schwab are all about.

  • Collaboration: As a member of a high-caliber team, you will work together throughout the summer. For the program Capstone, your group presents on your Business Track Project to a group of Senior Schwab Leaders.
  • Academic knowledge: Throughout the program, you will receive financial knowledge to help with your own investing. You will also participate in a structured program to study for FINRA’s Securities Industry Essentials (SIE) exam, with the opportunity to take the exam before the end of the program.
  • Real-world Experience & Education: You will not only receive the training vital to assist Charles Schwab clients, you will also apply what you learned in a fast-paced, real-world setting by assisting our clients via phone. You will also receive personal/professional development opportunities, such as training on Emotional Intelligence, knowing your strengths, and what makes you remarkable.
  • Roundtables & Shadowing: Your learning experience is highlighted by roundtable interactions with multiple leaders and business partners who will share what it means to be a Schwabbie. You’ll also have the opportunity to shadow and learn about many departments at Charles Schwab - including equity and options trading, client service, sales, brokerage clearing, and various other supporting segments of Charles Schwab.

With our CAREERS approach, you will have the chance to truly see a ‘Day in the Life of’ one of our employees. ‘Learn a ton, while you have some fun.’

What you’re good at

  • Excellent communication, teamwork and service skills
  • Confident and engaging presence
  • A collaborative style and client outcome driven mentality
  • Thoughtful approach to continually elevate the client experience
  • Ability to work in a fast-paced and changing environment
  • An understanding of basic Internet operations and knowledge of Windows based programs which require intermediate digital literacy
  • Ability to quickly assimilate and understand computer systems and applications
  • Ability to make decisions and operate efficiently in a fast-paced environment
  • Ability to perform multiple tasks and efficiently organize work

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