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Wealth Management Intern Jobs in Texas (NOW HIRING)

Allworth Financial

Financial Services Intern

Dallas, TX · On-site

$20/hr

SUMMARY: The Financial Advisor Intern role is designed for motivated, intellectually curious ... Interns will gain direct insight into how a successful wealth management office operates while ...

Jewish Family Service of Colorado

Intern

Southlake, TX · On-site

$14 - $18.75/hr

Gain exposure to wealth management business, products, services and clients' financial needs. Requirements High school diploma required. In pursuit of college degree preferable. At least 18 years of ...

Jewish Family Service of Colorado

Intern

Dallas, TX · On-site

$14.75 - $19.75/hr

Gain exposure to wealth management business, products, services and clients' financial needs. Requirements High school diploma required. In pursuit of college degree preferable. * At least 18 years ...

Jewish Family Service of Colorado

Intern

San Antonio, TX · On-site

$13.50 - $18/hr

Gain exposure to wealth management business, products, services and clients' financial needs. Requirements High school diploma required. In pursuit of college degree preferable. At least 18 years of ...

Jewish Family Service of Colorado

Intern

Houston, TX · On-site

$14.25 - $19/hr

Gain exposure to wealth management business, products, services and clients' financial needs. Requirements High school diploma required. In pursuit of college degree preferable. * At least 18 years ...

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How much do wealth management intern jobs pay per hour?

As of Aug 29, 2026, the average hourly pay for wealth management intern in Texas is $15.87, according to ZipRecruiter salary data. Most workers in this role earn between $13.41 and $17.93 per hour, depending on experience, location, and employer.

What does a wealth management intern do?

A Wealth Management Intern supports financial advisors and wealth managers by conducting research, preparing client presentations, and assisting with portfolio analysis. Interns often help with administrative tasks, data entry, and financial planning projects. This role provides hands-on experience in investment strategies, client relationship management, and financial product knowledge, making it an excellent stepping stone for a career in finance.

What types of projects and responsibilities can a wealth management intern expect to handle during their internship?

As a Wealth Management Intern, you can expect to support financial advisors with tasks such as conducting market research, preparing client presentations, and assisting with portfolio analysis. You may also help with administrative duties, data entry, and monitoring client accounts. Interns often participate in team meetings and may have the opportunity to shadow client interactions, gaining firsthand insight into relationship management. This role offers a valuable overview of daily operations in a wealth management firm and a chance to develop both technical and interpersonal skills.

What are the key skills and qualifications needed to thrive as a wealth management intern, and why are they important?

To thrive as a Wealth Management Intern, you need a solid understanding of finance, investment principles, and strong analytical skills, often supported by coursework in economics or finance. Familiarity with financial modeling tools, Microsoft Excel, and CRM systems like Salesforce is commonly required. Excellent communication, attention to detail, and a client-focused attitude are crucial soft skills for building relationships and supporting advisory teams. These skills enable interns to effectively assist with portfolio analysis, client service, and administrative tasks in a competitive financial environment.

Is it hard to get a wealth management internship?

Securing a wealth management internship can be competitive, often requiring relevant coursework, strong academic performance, and interpersonal skills. Applicants typically need to demonstrate financial knowledge, sometimes through certifications like the CFA Level I, and may be expected to complete interviews and assessments as part of the selection process.

What are the most commonly searched types of Wealth Management jobs in Texas?

The most popular types of Wealth Management jobs in Texas are:

What are popular job titles related to Wealth Management Intern jobs in Texas?

For Wealth Management Intern jobs in Texas, the most frequently searched job titles are:

What job categories do people searching Wealth Management Intern jobs in Texas look for?

The top searched job categories for Wealth Management Intern jobs in Texas are:

What cities in Texas are hiring for Wealth Management Intern jobs?

Cities in Texas with the most Wealth Management Intern job openings:

Wealth Management Intern jobs near you
Infographic showing various Wealth Management Intern job openings in Texas as of August 2026, with employment types broken down into 9% Internship, 73% Full Time, and 18% Part Time. Highlights an 100% In-person job distribution, with an average salary of $33,014 per year, or $15.9 per hour.

2027 Wealth Management Intern

Houston, TX • On-site

Financial Synergies Wealth Advisors
Finance and Insurance • 11 - 50 employees
Learn more about Financial Synergies Wealth Advisorsexternal

$20/hr

Part-time

Re-posted 13 days ago

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