Wealth Management Intern- Plano, TX
About The Position
Our structured internship combines formal training, advisor observation, practical application, and professional development opportunities designed to provide meaningful exposure to the wealth management profession. This 13-week program includes 76+ training items, 4 assessments, and 8-hour structured workdays for consistent exposure to real-world business operations. The internship also offers built-in study time for the CFP Board-approved course Introduction to Financial Planning and exposure to Series 65 concepts with dedicated study opportunities to support preparation for the certification exam.
Requirements
- Currently pursuing a degree relevant to wealth management.
- Strong interest in the wealth management profession.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Eagerness to learn and adapt.
- Proficiency in Microsoft Office Suite.
Nice To Haves
- Previous internship experience.
- Demonstrated leadership skills.
- Familiarity with financial planning software.
Responsibilities
- Participate in formal training sessions.
- Observe advisors in their daily practice.
- Apply learned concepts through practical exercises.
- Engage in professional development activities.
- Study for CFP Board-approved course Introduction to Financial Planning.
- Gain exposure to Series 65 concepts and study for the certification exam.
Benefits
- Structured internship program
- Formal training
- Advisor observation
- Practical application opportunities
- Professional development
- Built-in study time for CFP and Series 65 exams
- Exposure to real-world business operations
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What This Job Offers
Career Level
Intern
Education Level
No Education Listed
