Wealth Management Academy Intern - Summer 2027

Charles Schwab; Omaha (NE); On-site; USD 25,000 - 39,000; Full time

Job summary

Charles Schwab invites you to join the Wealth Management Academy Internship for a 9-week paid summer experience in Omaha, NE. You will work onsite, contribute to meaningful financial planning projects, and learn from Wealth Advisors and leaders across Wealth & Advice Solutions.

This program helps you build client relationships and foundational planning skills, with a CFA/CFP pathway as a long-term goal. During the internship, you’ll complete a personal project and a cohort project, participate

Qualifications

• Currently pursuing a bachelor’s degree with expected graduation after August 2027 (required).
• Authorized to work in the United States without sponsorship (required).
• Able to attend onsite in selected location June 7–Aug 6, 2027 (required).
• Demonstrated ability to learn concepts, systems, and processes quickly.

Responsibilities

• Complete a personal business project and a cohort project.
• Attend professional development workshops and networking sessions.
• Learn from Wealth Advisors and leaders across Wealth & Advice Solutions.
• Build relationships and communicate recommendations effectively.
• Gain insight into planning, advisory services, and CFP certification pathways.

Skills

Strong verbal communication

Written communication

Learning agility

Collaboration

Problem solving

Analytical thinking

Education

Pursuing bachelor’s degree; graduation after Aug 2027

Job description

Charles Schwab invites you to join the Wealth Management Academy Internship for a 9-week paid summer experience in Omaha, NE. You will work onsite, contribute to meaningful financial planning projects, and learn from Wealth Advisors and leaders across Wealth & Advice Solutions.

This program helps you build client relationships and foundational planning skills, with a CFA/CFP pathway as a long-term goal. During the internship, you’ll complete a personal project and a cohort project, participate