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Financial Advisor Intern Jobs in Texas (NOW HIRING)

CVS Health

Pharmacy Intern

Brownsville, TX · On-site

$20 - $23.75/hr

  • Dental

  • Vision

Millions of times a day, we help people on their path to better health -from advising on ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

CVS Health

Pharmacy Intern

Lubbock, TX

$20 - $23.75/hr

  • Dental

  • Vision

Millions of times a day, we help people on their path to better health -from advising on ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

CVS Health

Pharmacy Intern

Round Rock, TX · On-site

$20 - $23.75/hr

  • Dental

  • Vision

Millions of times a day, we help people on their path to better health -from advising on ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

New

CVS Health

Pharmacy Intern

Austin, TX

$20 - $23.75/hr

  • Dental

  • Vision

Millions of times a day, we help people on their path to better health -from advising on ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

CVS Health

Pharmacy Intern

Aledo, TX · On-site

$20 - $23.75/hr

  • Dental

  • Vision

Millions of times a day, we help people on their path to better health -from advising on ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

CVS Health

Pharmacy Intern

Burleson, TX

$20 - $23.75/hr

  • Dental

  • Vision

Millions of times a day, we help people on their path to better health -from advising on ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

CVS Health

Pharmacy Intern

Converse, TX · On-site

$20 - $23.75/hr

  • Dental

  • Vision

Millions of times a day, we help people on their path to better health -from advising on ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

New

CVS Health

Pharmacy Intern

Laredo, TX

$20 - $23.75/hr

  • Dental

  • Vision

Millions of times a day, we help people on their path to better health -from advising on ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

CVS Health

Pharmacy Intern

Austin, TX · On-site

$20 - $23.75/hr

  • Dental

  • Vision

Millions of times a day, we help people on their path to better health -from advising on ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

CVS Health

Pharmacy Intern

Spring, TX · On-site

$20 - $23.75/hr

  • Dental

  • Vision

Millions of times a day, we help people on their path to better health -from advising on ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

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All JobsFinancial Advisor Intern JobsFinancial Advisor Intern Jobs in Texas

Financial Advisor Intern information

See Texas salary details

$10

$18

$24

How much do financial advisor intern jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for financial advisor intern in Texas is $18.50, according to ZipRecruiter salary data. Most workers in this role earn between $15.91 and $20.82 per hour, depending on experience, location, and employer.

What does a financial advisor intern do?

A Financial Advisor Intern supports experienced financial advisors by assisting with client research, preparing presentations, and learning about financial products and planning strategies. They may help analyze client portfolios, gather financial data, and participate in meetings or workshops. The internship provides hands-on experience in financial planning, investment management, and client relationship building, which helps interns learn the skills needed for a career as a financial advisor.

What are the key skills and qualifications needed to thrive as a financial advisor intern?

To thrive as a Financial Advisor Intern, you need a basic understanding of finance, investment principles, and strong analytical abilities, often supported by coursework in finance or business. Familiarity with financial planning software, Microsoft Excel, and CRM systems is commonly expected. Excellent interpersonal communication, active listening, and a client-focused mindset are critical soft skills that set top interns apart. These combined skills help interns effectively support advisors, build client trust, and gain valuable experience for a successful career in financial services.

What kinds of projects or tasks can I expect to work on as a financial advisor intern?

As a Financial Advisor Intern, you’ll typically assist with client portfolio research, preparing financial plans, and analyzing investment options under the supervision of experienced advisors. You may also help with client communications, attend meetings, and support marketing or outreach efforts. This hands-on exposure provides valuable insight into the advisory process, compliance requirements, and helps you develop key client service and analytical skills. Collaboration with both advisors and support staff is common, offering a well-rounded introduction to the financial planning industry.

What is the difference between Financial Advisor Intern vs Financial Planner?

AspectFinancial Advisor InternFinancial Planner
Required CredentialsTypically pursuing or recent graduate, may have FINRA licensesCertifications like CFP, CFA often required
Work EnvironmentInternship setting, learning-focused, often in financial firmsFull-time professional role, client-facing, independent or team-based
Employer & Industry UsageFinancial firms, banks, investment companiesFinancial advisory firms, independent practices, banks

Financial Advisor Interns are usually students or recent graduates gaining experience, often with limited certifications, working in learning environments. Financial Planners are licensed professionals providing ongoing financial advice, with relevant certifications and more client responsibility. The internship serves as a stepping stone toward becoming a licensed financial planner.

What are the most commonly searched types of Financial Advisor jobs in Texas?

The most popular types of Financial Advisor jobs in Texas are:

What are popular job titles related to Financial Advisor Intern jobs in Texas?

For Financial Advisor Intern jobs in Texas, the most frequently searched job titles are:

What job categories do people searching Financial Advisor Intern jobs in Texas look for?

The top searched job categories for Financial Advisor Intern jobs in Texas are:

What cities in Texas are hiring for Financial Advisor Intern jobs?

Cities in Texas with the most Financial Advisor Intern job openings:

Financial Advisor Intern jobs near you
Infographic showing various Financial Advisor Intern job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $38,476 per year, or $18.5 per hour.

2027 Wealth Management Intern

Financial Synergies Wealth Advisors

Houston, TX • On-site

$20/hr

Part-time

Re-posted yesterday

Job description

The position of Wealth Management Intern (WMI) is an operational & client-facing role that will be focused on serving existing clients and assisting Financial Advisors in financial plan creation, client paperwork, note-taking, and various other tasks. The WMI will assist Financial Advisors in client meetings and will work closely with the Associate Financial Advisors to coordinate client paperwork and assist with back office tasks, as well as garner experience in trading and portfolio management. This is a two-month paid summer internship (from June 1st through July 31st) that will also be
verifiable for course credit if needed.
Our goal for the Wealth Management Intern is to get exposure to the various departments and roles within an independent wealth management firm. We hope that by the end of the internship, we will have a mutual understanding as to whether the WMI is a good match and if this position is a good fit for their career goals and objectives.
Office Hours are from 8am to 5pm daily, with an hour lunch break.
Client Service
  • Your primary objective is to observe, listen, and learn from the financial advisors.
  • Running financial planning & performance reporting software.
  • Taking detailed meeting notes.
  • Preparing necessary paperwork before the client meetings.
  • Following up with the client, as needed.

eMoney Advisor (Wealth-360)
  • Completing all eMoney
    online training sessions.
  • Creating and maintaining financial plans in eMoney.
  • Coordinating the onboarding of clients into the eMoney software.
  • Assisting in eMoney planning presentations.

Envestnet | Tamarac
  • Completing
    applicable sessions of Tamarac Advisor University online.
  • Creating various investment performance reports for client update meetings and quarterly statements.

Schwab Institutional & Fidelity WealthScape
  • Completing
    applicable sessions of Schwab Advisor University / Fidelity WealthScape.
  • Developing a familiarity with Schwab/Fidelity paperwork & online processes.
  • Account opening paperwork (physical & eSignature packets).
  • Money movement paperwork (wires, checks, journals, etc.).

Wealthbox CRM
  • Creating records in CRM such as Leads, Accounts, Contacts and Activities.
  • Completing & assigning action items and tasks.
  • Logging phone call and meeting notes.
  • Running dialogs and workflows.
  • Taking on other data management projects, as needed.

Special Projects
  • You will have a chance to sum up your experience with special projects that you will work on throughout the internship.
  • Present project findings individually and as a team to the various teams and Leadership upon completion.

Apply