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Financial Planner Intern Jobs in Texas (NOW HIRING)

Allworth Financial

Financial Services Intern

Dallas, TX · On-site

$20/hr

Allworth Financial delivers long- and short-term investment planning solutions and advice to help ... SUMMARY: The Financial Advisor Intern role is designed for motivated, intellectually curious ...

New

Allworth Financial

Financial Services Intern

Dallas, TX · On-site

$20/hr

SUMMARY: The Financial Advisor Intern role is designed for motivated, intellectually curious ... Partner closely with an Associate Advisor to develop foundational advisory and planning skills ...

New

Ericsson

Financial Analyst Intern

Plano, TX · On-site

$17 - $22.25/hr

Grow with us Financial Analyst Intern Location: Plano, Tx Duration: 12 weeks Start date: May 25th ... Strong analytical skills and interest in financial planning and analysis. * Proficient in Excel and ...

New

Botsford Financial Group

Video Intern

Frisco, TX · On-site

Our firm specializes in in-depth financial planning, asset protection, and tax and estate ... Video Intern who will learn, implement and work with our marketing team. This is a 'hands on ...

TAS Energy Inc.

Production Planning Intern

Houston, TX · On-site

$14.25 - $18.50/hr

... Planner and Production Planning Manager to reconcile and synchronize project dates within the ERP ... As part of Comfort Systems USA, TAS is backed by the resources and financial strength of a $3B ...

TAS Energy Inc.

Production Planning Intern

Houston, TX · On-site

$14.25 - $18.50/hr

... Planner and Production Planning Manager to reconcile and synchronize project dates within the ERP ... As part of Comfort Systems USA, TAS is backed by the resources and financial strength of a $3B ...

Trideum Corporation

Research Engineer Intern

Killeen, TX · On-site

$15 - $19.50/hr

Research Engineer Intern Intern Killeen, TX About Us Trideum Corporation is a 100% employee-owned ... Free access to certified financial planners, wellness and support services, and discount programs.

New

Trideum Corporation

Research Engineer Intern

Killeen, TX · On-site

$10.75 - $14/hr

Research Engineer Intern Intern Killeen, TX About Us Trideum Corporation is a 100% employee-owned ... Free access to certified financial planners, wellness and support services, and discount programs.

New

Ericsson

Finance Transformation Intern

Plano, TX · On-site

$17 - $22.25/hr

Analyze financial and operational data to help build business cases and track results against ... Interest in finance processes, planning, forecasting, and business performance analysis. * Strong ...

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All JobsFinancial Planner Intern JobsFinancial Planner Intern Jobs in Texas

Financial Planner Intern information

What does a financial planner intern do?

A Financial Planner Intern supports experienced financial planners by assisting with research, preparing client reports, and helping to develop financial plans. They may also participate in client meetings, gather and analyze financial data, and learn about investment strategies, budgeting, and retirement planning. This role is designed to provide hands-on experience in the financial planning industry, allowing interns to gain practical knowledge and develop essential skills for a future career as a financial advisor.

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

To thrive as a Financial Planner Intern, you need a basic understanding of financial principles, analytical skills, and progress toward a relevant degree such as finance, economics, or accounting. Familiarity with financial planning software (like eMoney or MoneyGuidePro), Microsoft Excel, and, in some cases, pursuit of certifications such as the CFP is often expected. Strong interpersonal communication, attention to detail, and a client-focused attitude set outstanding interns apart. These skills and qualities are vital for supporting advisors, accurately analyzing client portfolios, and building trust with clients.

What are some typical projects or tasks a financial planner intern can expect to work on during their internship?

As a Financial Planner Intern, you can expect to assist with creating and updating financial plans, conducting research on investment options, and preparing client meeting materials. Interns often support senior advisors by gathering and analyzing client data, helping with portfolio reviews, and tracking market trends. You may also have opportunities to sit in on client meetings, collaborate with team members on case studies, and participate in internal training sessions to deepen your industry knowledge.

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

AspectFinancial Planner InternFinancial Advisor
CredentialsTypically pursuing or holds a degree in finance, economics, or related field; may have certifications like CFP or Series 7 in progressOften holds CFP, Series 7, or other professional certifications
Work EnvironmentInternship setting, often in financial firms or banks, focusing on learning and support tasksClient-facing roles, providing financial advice and planning services
Employer & Industry UsageUsed in training programs, internships, and entry-level positions within financial servicesFull-time professionals working directly with clients in financial planning firms or banks

The main difference is that a Financial Planner Intern is an entry-level trainee gaining experience, while a Financial Advisor is a licensed professional providing financial advice to clients. Interns focus on learning and supporting roles, whereas advisors actively manage client portfolios and offer personalized financial planning services.

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

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

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

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

Financial Planner Intern jobs near you

Associate Financial Planner Intern - Spring 2028

Cain Watters & Associates, LLC

Frisco, TX • On-site

$30/hr

Full-time, Internship

Posted 2 days ago

New

Job description

Summary/Objective
The Associate Financial Planner Interns will report to Financial Planners, as well as the Partners in charge of Associate Financial Planners. The Associate Financial Planner Intern is responsible for directly supporting the Financial Planner with all aspects of the client relationship with CWA and implementation of the client's financial plan, which include management of both internal and external workflows.
Essential Functions
  1. Prepare and update all consult files for each client's annual meeting
  1. Assist the Financial Planner with planning opportunities for the client
  1. Assist the Financial Planner and client on implementation items from consult or as needed
  1. Promptly respond to client questions through email and phone calls
  1. Review of annual income tax returns and complete year-end tax projections

Responsibilities and Duties
  1. Financial analysis and tax planning for each business unit that the client owns
  1. Participation with the Financial Planner during annual client meetings
  1. Reconciliation of each client's current investment asset allocation
  1. Retirement plan analysis and optimization based on annual objectives of each client
  1. Correspond with internal departments as well as outside vendors to assist the client in implementation of their financial plan

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.
Education and Experience
  • Individual working towards a bachelor's degree or higher in Accounting, Tax, 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

Travel
No travel is expected for this position.
Work Environment
This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands
This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.
Position Type and Expected Hours of Work
This is a full-time internship position. The internship program is a structured 8-week experience that begins on Monday, January 10, 2028, and concludes on Friday, March 3, 2028. Interns are expected to be available for the full duration of the program. Days and hours of work are Monday through Friday, 8:00am to 5:00pm. Some flexibility in hours may be allowed based on management approval.
CWA has consistently been recognized from rating services and publications such as:
INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024)
Top Workplaces - Financial Services (2024)
Top Workplaces - Culture Excellence (2024)
Accounting Today - Top Firm by AUM (2024)
USA Today - Top Workplaces (2024, 2025)
Accounting Today - Top 100 Firms (2022, 2023, 2026)
Forbes America's Best Tax & Accounting Firms (2022, 2023)
INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)
Dallas Morning News - Top Workplace (2022, 2023)
Accounting Today - Beyond Top 100: Firms to Watch (2020)
Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)
INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)
INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)
Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at hr@cainwatters.com. Your concerns will be handled with the utmost confidentiality and care.

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