2027 Branch Financial Consulting Intern

Charles Schwab; Corte Madera (CA); On-site; USD 28,000 - 34,000; Part time

Job summary

Charles Schwab is offering an on-site internship in Corte Madera, CA, designed for students eager to learn a client-facing career in financial services. The program emphasizes hands-on exposure to branch operations, client interactions, and advisor coordination, with coaching and professional development throughout the term.

As an intern, you will strengthen skills in listening, clear communication, and following established processes while collaborating with branch professionals to deliver

Qualifications

• Currently pursuing a higher education degree and expected to graduate after August 2027
• Able to attend the internship in person, 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
• Ability to adapt to changing priorities, persist through challenges, and remain engaged in a fast-paced learning environment
• Demonstrated initiative, accountability, and commitment to contributing positively to team goals and group success
• Receptive to feedback and coaching, with a desire to continuously learn, improve, and apply new skills.

Responsibilities

• The internship provides hands-on exposure to branch operations and client engagement in a financial services environment.
• Interns work alongside branch and centralized teams to support client interactions, operational processes, and advisor coordination.
• You will strengthen listening to client needs, communicating clearly and professionally, and following established processes.
• You will receive coaching, professional development opportunities, networking experiences, and hands-on exposure to branch operations and client engagement.

Job description

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, 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 fully intend for the selected candidate for this role to work on site in the specified location(s).

As an intern, it’s not about what you know - it’s about what you are willing to learn. We are seeking students who are curious, professional, and motivated to explore a client‑facing career path within Schwab.

About The Branch Organization

The Branch organization supports Schwab clients through in-person and centralized branch models that deliver financial guidance, service, and education. Branch teams help clients navigate financial decisions, build confidence, and work toward their long-term goals while maintaining Schwab’s commitment to trust, integrity, and client experience.

This internship provides hands‑on exposure to branch operations and client engagement in a financial services environment. Interns work alongside branch and centralized teams to support client interactions, operational processes, and advisor coordination while building foundational skills for a career in financial services.

Throughout the internship, you will strengthen your ability to listen to client needs, communicate clearly and professionally, follow established processes, manage priorities, and complete work with accuracy and attention to detail. You will receive coaching, professional development opportunities, networking experiences, and hands‑on exposure to branch operations and client engagement while learning from branch professionals. These experiences will help you build foundational financial services knowledge and develop skills that can be applied across a variety of client‑facing career paths. Your contributions matter, your growth is supported, and your work will help branch teams deliver the trusted, consistent experience Schwab clients rely on every day.

Internship Dates: June 7, 2027 - August 6, 2027

Locations Available

• Atlanta, GA - Cobb County
• Austin, TX
• Burlington, MA
• Chestnut Hill, MA
• Cincinnati, OH
• Corte Madera, CA
• Denver, CO
• Edina, MN
• Encino, CA
• Houston, TX - The Woodlands
• Mission Viejo, CA
• Morristown, NJ
• New York City, NY - Wall St.
• Newport Beach, CA
• Orlando, CA
• Paramus, NJ
• Peachtree Corners, GA
• Phoenix, AZ
• Pleasaton, CA
• Redmond, WA
• San Jose, CA
• Scottsdale, AZ - North Scottsdale
• South Sarasota, FL
• St. Petersburg, FL
• Sunnyvale, CA
• Tacoma, WA
• Troy, MI
• Westlake, TX
• Winnetka, IL

What you have

Required Qualifications

• Currently pursuing a higher education degree and expected to graduate after August 2027
• Able to attend the internship in person, 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
• Ability to adapt to changing priorities, persist through challenges, and remain engaged in a fast-paced learning environment
• Demonstrated initiative, accountability, and commitment to contributing positively to team goals and group success
• Receptive to feedback and coaching, with a desire to continuously learn, improve, and apply new skills.

Preferred Qualifications

• Interest in pursuing a client‑facing career that combines relationship management, problem solving, and consultative sales
• Willingness to pursue future FINRA licensing opportunities as part of long‑term career development.
• Experience gained through coursework, campus involvement, athletics, volunteer work, leadership roles, projects, or employment that demonstrates communication, teamwork, and problem‑solving skills.
• Experience providing support or service to others in a school, work, volunteer, or community setting.
• Experience building relationships through effective communication, active listening, collaboration, and follow‑through.
• Demonstrated ability to balance multiple commitments while maintaining organization, professionalism, and attention to detail.
• Previous internship, customer service, retail, hospitality, campus leadership, or other experience involving interaction with customers, members, students, or stakeholders.

#campus

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration - so you can build the skills to make a lasting impact.