![]() We support clients in reaching their goals and we’ll support you to reach yours as well! If you’re also passionate about financial freedom then, this internship is for you. We believe all investors should have access to advice and financial planning without the high cost typically associated these services. ![]() Over the course of this internship, you’ll work with the Financial Solutions Branch Pooled and Dedicated Teams and partners to add value by looking for opportunities in scale, process, and overall client experience. The SRG Intern role will be critical to helping achieve democratization of our modern wealth management offers while driving scale and making it easy for our Mass Affluent clients to do business with Schwab. SRG helps clients achieve their financial goals through wealth management. In this role, you will be part of the Specialized Relationships Group (SRG). Portfolio Solutions Group (PSG) & Financial Solutions Branch (FSB) – ($25/hour) If you are looking for an analytical centered role that values improving production through process-oriented mindsets and solutions, this is the role for you. Embrace the opportunity to become an individual contributor who reviews large volume of work, daily, while being part of a trusted independent partner that supports Schwab’s Investor Services (retail) group. This role exposes you to the company rules and industry regulations in a capacity that partners with, monitors, and influences the business to ensure policy and procedure adherence. In this role, you will learn what it takes to improve business outcomes by providing and applying practical, consistent, effective, and unbiased risk guidance that is grounded in a deep understanding of business goals as well as the regulatory and industry environment. The interactive program focuses on a variety of opportunities which feature a business track project, an intern cohort project, learning activities, volunteering in the community, a dedicated intern leader, networking, and exploring your unique personal strengths! Within all of these tracks in Investor Services, there will be inspiring opportunities that welcome you into the Schwab culture and immerse you into your 9-week paid internship role. Within Investor Services, we are hiring four different sub tracks – Supervision & Controls, Portfolio Solutions Group and Financial Solutions Branch, Retail Field Enablement, and Retail Strategy, Finance, and Planning. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. ![]() At Schwab, you’re empowered to make an impact on your career.
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