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Charles Schwab 2021 Charles Schwab Advice Internship in Fort Worth, Texas

Your Opportunity

Spend your summer in a meaningful internship with a company that has been challenging the conventions of the financial services industry for over 40 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. Features of our 2021 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, collaborative 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 December 2021 and May/June 2022

  • Ability to work full time and be on-site at assigned Schwab location during the 9-week program ( June 7 to August 6 )

  • Have specific skills as specified by the hosting Business Track

Schwab is celebrated as an industry leader, and our welcoming culture will embrace your individuality and partner you with other outstanding and solution-focused students. We will invest in your summer experience by providing you direction and mentorship for an exciting and comprehensive internship, as well as helping you cultivate a potential future career with Schwab.

What you are good at

What you’ll do:

The Planning & Portfolio Group is seeking interns to work with our lines of business and partners in an effort to deliver value to our clients by looking for opportunities in scale and improvement in execution.

Planning and Portfolio Group supports four critical businesses including Schwab Private Client, Schwab Intelligent Portfolios® Premium, Wealth Strategies Group and Portfolio Solutions Group.

Fundamentally, we believe all investors should have access to advice and financial planning without compromise and without the high cost typically associated with these services. Schwab has taken financial planning to the next level with the launch of Schwab Intelligent Portfolios® Premium. Schwab Intelligent Portfolios® Premium demonstrate innovative technology, interactive, online planning and access to a CERTIFIED FINANCIAL PLANNER™ in order to build, implement and supervise a personalized financial plan.

Key Responsibilities:

  • Build and maintain strong working relationships within multiple areas of Schwab, assessing business operations to improve efficiency, productivity and scale.

  • Demonstrate a strong comprehension of the markets, empathy, energy, and problem solving

  • Collaborate and work alongside our teams to understand the value proposition of our critical offerings and look for harmonies that will improve the overall business.

  • Work alongside Finance & Analytical partners to run queries to assemble data to build reports in MS Excel, PowerPoint and Tableau.

What you have

What you have:

  • Proven succes in learning new technology and utilizing a variety of data and systems in order to actively identify solutions to meet client needs.

  • Proven analytical skills and attention to detail

  • Proven work ethic with a high level of integrity to build trust with our team and internal partners

  • Collaborative and relationship-focused work style with proven success in a team environment

What you’ll learn:

  • You will gain an outstanding exposure to our team within Advice.

  • How to build experience developing and implementing process and operational improvements

  • Growth opportunities with a large investment management firm serving individuals, trusts, retirement plans, foundations and endowments

  • Flexibility to research, build and presentations on key operational improvements!

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Why Schwab?

At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.

Hear from employees:

: a package designed to empower your health, wealth, career and life.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.

As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law.

Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace.

We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.

Job Locations US-TX-Fort Worth | US-IN-Indianapolis | US-FL-Orlando

Requisition ID 2020-65228

Posted Date 1 week ago (9/16/2020 2:08 PM)

Category Campus Programs & Internships