2018 Schwab Intern Academy: Retirement Plan Track

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Work with a company that has been challenging the conventions of the financial services industry for over 40 years through an internship with Charles Schwab. Schwab’s mission is to help our clients create a better future for themselves, their families, and their communities. It is summed up in our tagline – Own your tomorrow – and it permeates everything we do.

Schwab Intern Academy is our centrally managed summer internship program that recruits juniors and rising seniors within a year of graduation. As an affirmative action employer, Schwab takes affirmative action to employ qualified minorities, women, individuals with disabilities, and protected veterans in our intern program. As a culture that values Diversity and Inclusion, Schwab encourages the application of Women, Minorities, Individuals with Disabilities and Protected Veterans.

The design of the program invites interns to engage directly in Schwab’s culture of service, while challenging them with a blend of learning programs, team-building activities, networking opportunities, and enriching work projects. Features of our 2018 program include:

• Business Track Project: Work with a Schwab organization that provides a meaningful and valuable experience to translate classroom learning into real business projects.
• Intern Cohort Project: Partner with other interns to brainstorm, discuss learning experiences, and present solutions.
• Learning Activities: Participate in facilitated classroom training, team discussions and events, individual assessments and activities, senior leader meetings, and on-the-job training.
• Feedback Loop: Receive regular feedback from your manager, participate in career-related discussions, and provide your own feedback.
• Strengths Application: Learn about yourself and how to apply your unique strengths, abilities, and goals to the work you do as part of Schwab’s ‘strengths-based’ culture.
• Networking: Gain support by interacting with professionals across Schwab, including senior leaders, peers, and Schwab Intern Academy Alumni.

We look for students with:

• Optimism and curiosity, who are inspired by a keen sense of purpose, awareness, and knowledge
• Adaptability and flexibility, who enjoy working through cross-functional partnerships and collaboration to achieve a common purpose
• An innovative and questioning mindset, who constantly look for better ways to do things, have a passion for service, and aim to exceed client expectations

Because interns are considered a primary pipeline for full-time opportunities, every intern candidate must be eligible for full-time employment upon graduation and must also meet the following requirements:

• Enrolled in a current undergraduate program tracking to a bachelor’s degree
• Plan to graduate between December 2018 and May/June 2019
• Can work full time and on-site at Schwab during the 9-week program (June 11 to August 10)
• Have specific skills as needed by the hosting Business Track

Schwab is recognized as an industry leader, and our welcoming culture will embrace your individuality and partner you with other like-minded and solution-focused students. We will invest in your summer experience by providing you direction and leadership for a robust and well-rounded internship, as well as helping you focus on a potential future career with Schwab.

Please Note: The 2018 Schwab Intern Academy features multiple job opportunities. We encourage you to apply for all positions for which you are qualified and interested. Regardless of which opportunity you pursue, we will provide you with a consistent and unique experience – one you won’t soon forget!

Retirement Plan Track

Schwab Retirement Services (RPS) is known for pioneering innovations that span the $26 trillion retirement industry—from open architecture to the 401(k) plan designed to include exchange-traded funds in the core lineup. That puts us in an ideal position to help our clients build a retirement plan approach that fits a particular business and their employees. Retirement Plan Services works with organizations to administer and provide record keeping for their 401K Plans.

To effectively meet our clients’ needs, we employ a wide variety of roles including client services, communications, finance, strategy, investments, client management, data analytics, operations, internal controls and reporting.

What you’ll do:

• Assist Schwab professionals in providing client solutions
• Build relationships with teammates while completing assigned projects
• Gain knowledge about the Retirement Plan Services business
• Network with leaders at Schwab and learn  how they established their careers
• Volunteer in the community
• Experience meaningful work in multiple areas

What you have, in addition to requirements above:

• High interest in Financial Services/Retirement Plans
• Leadership capabilities and influencing skills
• Drive to take on tasks assigned and curiosity to maximize the learning experience
• Adaptable and can “think on your feet”
• Proficient with Microsoft Office Suite [Word, PowerPoint, Excel, Outlook]
• Strong communication skills (written and verbal)
• Self-starter with outstanding organizational skills.

Charles Schwab & Co., Inc. is an equal opportunity/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans), or based on any individual's status in any group or class protected by applicable federal, state or local law.