Retirement Plan Services Intern: Analyze, Present, Impact

Charles Schwab; Omaha (NE); On-site; USD 28,000 - 41,000; Full time

Job summary

Charles Schwab’s Retirement Plan Services Internship offers hands-on experience supporting retirement solutions that promote employees’ financial well‑being. The 9‑week program runs in multiple locations, including Omaha, NE, Austin/Westlake, TX, and Richfield, OH, and focuses on analysis, project tracking, and process improvement.

You will develop summaries, client‑ready presentations, trackers, and documented recommendations, collaborate across teams, and gain exposure to how retirement

Qualifications

• Currently pursuing a Bachelor’s degree.
• Authorized to work in the United States on a full-time basis without employer sponsorship.
• Demonstrated ability to analyze information, identify patterns, and develop recommendations through coursework, projects, internships, employment, or leadership experiences.
• Strong written and verbal communication skills with the ability to create clear summaries, presentations, and stakeholder updates.
• Ability to organize work, manage multiple priorities, and maintain accurate project documentation.
• Demonstrated ability to collaborate effectively with peers, teammates, and stakeholders.
• Proven ability to manage deadlines, take ownership of assignments, and follow work through to completion.
• Ability to adapt to changing priorities while maintaining quality and attention to detail.
• Experience using Microsoft Office applications, including Excel, PowerPoint, and Outlook.

Responsibilities

• Support client-focused initiatives through analysis and project tracking.
• Develop analysis summaries, client-ready presentations, trackers, and documented recommendations.
• Collaborate across teams to improve internal processes and client outcomes.
• Engage in project-based learning, coaching, networking opportunities, and collaboration across teams.

Skills

Analytical thinking

Communication skills

Team collaboration

Deadline management

Adaptability

Project ownership

Education

Pursuing Bachelor's degree

Tools

Microsoft Office Suite

Job description

Charles Schwab’s Retirement Plan Services Internship offers hands-on experience supporting retirement solutions that promote employees’ financial well‑being. The 9‑week program runs in multiple locations, including Omaha, NE, Austin/Westlake, TX, and Richfield, OH, and focuses on analysis, project tracking, and process improvement.

You will develop summaries, client‑ready presentations, trackers, and documented recommendations, collaborate across teams, and gain exposure to how retirement