Charles Schwab & Company

Financial Services Intern

June - August 2023 • Austin, TX

What I liked

I loved being able to learn more about the financial services industry while also doing real-world work for the teams I was assigned to. The training and mentorship intern receive at Schwab is outstanding. Everyone wants to see you succeed, so they make sure to implement training and take the time to mentor you before getting settled in!

What I wish was different

I wish I had taken the opportunity to shadow an employee who was client facing, as my internship role was more on the operational side of things. Take the time to get to know people in areas of your interest!

Advice

Take as many opportunities as possible to network and get to know others in the company! There are so many opportunities to meet people and learn more about their role/department they work in.

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Business Operations Intern

June - August 2023 • Lone Tree, CO

What I liked

I loved my job all summer and the roles I had on my team to see operations in a finance real world position

What I wish was different

Nothing

Advice

Finding an internship can be hard and overwhelming. Trust the process, apply apply apply, work hard, and it will fall into place.

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Senior Compliance Specialist

June - August 2023 • Chicago, IL

What I liked

Gained wonderful exposure to the roles and responsibilities of a compliance risk manager.

What I wish was different

Advice

1 One person found this helpful

Client Service and Support

June 2023 • St. Louis, MO

What I liked

Honestly, everything about working at Schwab is the best. You work with the most wonderful, friendly, and helpful people. There was never a dull moment. It was one of the most fun summer experiences I had.

What I wish was different

More in-person team activities and longer internship period.

Advice

Try to make as many connections as possible, meet new people, and always be yourself.

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Model Validation Intern

June - August 2020 • Denver, CO

What I liked

Scope of work was really interesting. My manager also took me under his wing in the validation process, allowing me to gain real world experience working on an actual validation of a major model. Schwab culture was also fantastic.

What I wish was different

Some of the general sessions were not as engaging, but I still enjoyed most of them.

Advice

Be engaged and actively try to learn

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Strategy

June - August 2020 • San Francisco, CA

What I liked

Great internship experience with smart dedicated people working for a company with an amazing mission.

What I wish was different

It was tough being remote, but not a huge deal (due to COVID)

Advice

Learn as much as possible, always try to keep yourself doing something.

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Marketing Analyst Intern

June - August 2020 • Austin, TX

What I liked

Their flexibility, I worked 100% virtual. I felt very included, great culture

What I wish was different

I wish I could have moved to Austin and met everyone in person

Advice

Apply early and be quick on your feet.

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Marketing Intern

June - August 2020 • Denver, CO

What I liked

I had such a wonderful experience! The intern program was great snd allowed me to network with other interns in different areas of the company. We also got to learn a ton about Schwab, and meet so many amazing people. They provided us with every resource we could have needed and went above and beyond to make us feel welcomed. The people are amazing, I was lucky to have had the best team!

What I wish was different

I honestly don’t have any complaints! Because of the pandemic we were moved to being fully virtual. They did a great job adapting to this and still made us feel like Schwab team members. However, I do wish we got to do something in person!

Advice

Meet as many people as you can! Everyone is always willing to meet you for 30 minute one-on-one coffee chats and I really loved setting these up each week!

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Digital Services Intern

June - August 2020 • San Francisco, CA

What I liked

Incredible internship program with lots of structure and support for the intern. I had a blast and learned so much. There was so much development that occurred, professionally and personally.

What I wish was different

It would have been nice to have more opportunities built into the program for interns to interact and connect during quarantine (virtual events, etc).

Advice

Week 0: Write down some goals that you have for yourself for the internship. Week 1 - 3: Make a list of people to have informational interviews with and start scheduling and having those. (This is highly encouraged to be done during work hours.) Of course, all that should be done as you complete your intro tasks as an intern. Week 4-6: Continue to be a sponge and keep networking with your Schwamily and fellow Schwinterns. Week 7-9: Follow up with those informational interviews as the end of the internship is near. Have those conversations if you're interested in being hired full-time and finish the internship strong owning the impact you've made on the team. Overall: Be patient with learning and take ownership of every task, no matter how big or small.

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Retirement Plan Services Intern

June - August 2021 • Richfield, OH

What I liked

Amazing culture, you get to network with a lot of people, access to the leadership team

What I wish was different

I wish it was a little longer

Advice

Make sure to participate in all the meetings and make sure to meet as many people as possible.

1 One person found this helpful

Client service and support

June 2022 • Fort Worth, TX

What I liked

Everything! Everyone is so friendly and helpful. They want to see you succeed.

What I wish was different

Less virtual more in person activities.

Advice

Try it out! They train you and pay you for it!

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Corporate Risk Management Intern

May - August 2022 • Pagosa Springs, CO

What I liked

I really enjoyed the structure of the program!

What I wish was different

I wish it had been more rotational.

Advice

Explore, network and don’t be afraid to ask for what you want.

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Asset Management Intern

June - August 2022 • Boston, MA

What I liked

It was such a fantastic experience! The team I worked with (Thomas Partners and Windhaven Strategies) was incredibly welcoming. I felt like I could approach anyone with questions, and they kept me busy with meaningful tasks. I also got to meet the founder of the strategies (Greg Thomas) as well as the president of Charles Schwab (Rick Wurster).

What I wish was different

I would have liked to spend a little more time directly working with the strategy/research team, but I got to spend a lot of time with the portfolio managers which was still incredibly valuable.

Advice

Ask as many questions as possible, network with your coworkers, and just be friendly!

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RIA Intern

June - August 2020 • Charlotte, NC

What I liked

They offered a variety of networking opportunity and created the best possible environment for being a virtual internship. You can tell the company really cares about their employees and about growing the future generation.

What I wish was different

I wish we could've done this in person rather than virtually. Obviously this is at no fault of the company, but I wish I could've gotten the in office experience.

Advice

Take advantage of the opportunity to make connections and maintain those relationships!

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Frontend Software Engineer

June - August 2020 • Lone Tree, CO

What I liked

My team was really supportive.

What I wish was different

Advice

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Digital Services Intern

June - August 2020 • Denver, CO

What I liked

I loved the culture, opportunities and people overall at Schwab. I met some of the kindest and most intelligent people during this experience and know I will have these connections for the duration of my personal and professional career.

What I wish was different

I wish we were able to go in-person to the office but because of COVID-19 it was not possible. Yet, we made the most of it through the virtual environment.

Advice

One piece of advice I would share about this experience is never stop learning and never hold your self back from a challenge. I challenged myself in so many ways this summer and believe I made strides in my personal and professional growth.

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Internal Control and Risk Management Intern

June - August 2020 • Richfield, OH

What I liked

Schwab’s culture was very unique. Even though it’s a large corporation it feels like a family. Everyone is focused on helping you grow both professionally and personally.

What I wish was different

Advice

Internships are very intimidating at first so just take it one day at a time. If you aren’t a little uncomfortable you aren’t growing.

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Model Validation Intern

June - August 2020 • Lone Tree, CO

What I liked

Manager really cared about me, work culture was very comfortable and flexible.

What I wish was different

In person but not possible due to COVID.

Advice

Make the most of your networking opportunities. Everyone wants to talk to you.

1 One person found this helpful

Investor Services Intern

June - August 2019 • San Francisco, CA

What I liked

The work I did was meaningful and I loved the people I worked with.

What I wish was different

Advice

1 One person found this helpful

Registered Investment Advisor Intern

June - August 2019 • Phoenix, AZ

What I liked

I enjoyed getting to educate myself on what the industry entailed, and how Charles Schwab played a role as the custodian of these registered investment advisors.

What I wish was different

I wish we had been able to learn more about their in-house advisory, Schwab Private Client. It was interesting to see how they were able to maintain connections with RIA's in the industry, yet still being direct competitor through this line of business.

Advice

I think this is a great way to really understand if this is the type of career you'd like to go into. One thing I wish I had learned prior was that this industry is extremely demanding and has low retention, which ultimately made me realize it wasn't the career path for me. I do think Charles Schwab does a great job of outlining the different facets you can fit in, however, should you decide a certain niche fits you best (i.e. financial planning, investment management, asset management).

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