Your opportunity

Whether an organization needs a fresh approach to stock or retirement plan options or needs to reduce risk with an employee-monitoring program, Workplace Financial Services has answers. We have a wide range of products, services, and support to help businesses meet the expectations of today's workforce.  Workplace Financial Services (WFS) is an umbrella organization that brings together three businesses that serve Schwab’s corporate clients:

Retirement Plan Services (RPS) is known for pioneering innovations that span the $35 trillion retirement industry—from open investment architecture to the 401(k) plan designed to include exchange-traded funds. Aligned with our comprehensive recordkeeping services, this puts us in an ideal position to help our clients build a retirement plan approach that fits their particular business needs and supports the future well-being of their employees.

Stock Plan Services (SPS) provides a variety of solutions to large, publicly traded companies for the administration of their Equity Compensation plans. These plans include stock options, restricted stock, and employee stock purchase programs. SPS offers comprehensive solutions for the administration of these plans up to and including full outsourcing capabilities for the recordkeeping and employee services.

Designated Brokerage Services (DBS) helps employers that have a responsibility to monitor employee trading needs through a comprehensive approach that includes DBS and financial services for their employees, helping firms to proactively protect their business and employees.

Our mission is to provide an extraordinary experience for our clients and to provide the opportunity for their employees to achieve their financial goals.

What you’ll do:

Support Schwab professionals in providing client solutions Experience exciting and meaningful work in multiple areasNetwork with leaders at Schwab and discover how they established their careersBuild relationships with teammates while completing assigned projectsGain a deeper understanding of Workplace Financial ServicesVolunteer in the communityWhat you have
Genuine interest in financial services, the retirement industry or helping people meet their financial goalsLeadership capabilities and influencing skillsExceptional communication skills (written and verbal)Outstanding organizational skillsDrive to take on tasks assigned and curiosity to enhance the learning experienceAbility to adapt and “think on your feet”Strong analytical skills and attention to detail Positive relationship building skills and a focus on teamworkProficiency with Microsoft Office Suite [Word, PowerPoint, Excel, Outlook]

Required Qualifications

Enrolled in a current undergraduate or graduate program tracking to start full-time employment between August 2025 and June 2026Ability to work full time and be on-site at one of the Schwab locations during the 9-week program (June 9 to August 8, 2025)

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What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.

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