Client-Facing Finance Intern — Branch Operations & Advisory

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

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