Wealth Management Intern - Summer 2026

Cain Watters & Associates, LLC • Frisco, TX

98d

About The Position

Reporting to Wealth Advisor, the Wealth Management Intern is responsible for assisting the Wealth Advisor to build assets within the Wealth Advisory CWA division and to develop solutions for clients to assist in reaching their financial goals.

Requirements

• Individual working towards a Bachelor’s degree or higher in Finance, Financial Planning, Accounting or related field
• GPA of 3.0 or higher preferred
• Strong communication, interpersonal and organizational skills
• Proficiency in Microsoft Office with an emphasis on MS Excel
• Experience in Emoney highly preferred

Responsibilities

• Assist the Wealth Advisor in research and investment analysis, strategies, and market conditions
• Assist with preparation and input of relevant data for financial planning clients
• Assist and coordinate processes as it pertains to investment marketing alternative investment solutions
• Support the Wealth Advisor in efforts to increase assets under management and revenue for both traditional Cain Watters clients and Wealth Advisory clients
• Input data into financial plan software, risk software, etc. to provide basis for client conversations provided by Wealth Advisor
• Assist the estate planning team on data gathering, reviewing documents, and building estate flows
• Track and maintain detailed information pertaining to alternative investments
• Special projects to be determined by Wealth Advisor or Partner
• Ongoing monitoring of the client's portfolios; propose any required modifications
• Review investment statements and assist Wealth Advisor in analysis of investment holdings
• Keep detailed records of services provided

What This Job Offers

• Job Type: Full-time
• Career Level: Intern
• Education Level: Bachelor's degree
• Number of Employees: 101-250 employees