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Wealth Management Intern Jobs in Addison, TX (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

$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 ...

Mariner

Intern, Tax - Plano, TX

Plano, TX · On-site

... wealth advisory teams to gain exposure to integrated tax and financial planning concepts and ... and time management skills to meet multiple deadlines • Excellent written and verbal ...

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Wealth Management Intern information

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How much do wealth management intern jobs pay per hour?

As of Aug 24, 2026, the average hourly pay for wealth management intern in Addison, TX is $16.49, according to ZipRecruiter salary data. Most workers in this role earn between $13.94 and $18.61 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 job categories do people searching Wealth Management Intern jobs in Addison, TX look for?

The top searched job categories for Wealth Management Intern jobs in Addison, TX are:

What cities near Addison, TX are hiring for Wealth Management Intern jobs?

Cities near Addison, TX with the most Wealth Management Intern job openings:

Wealth Management Intern jobs near you
Infographic showing various Wealth Management Intern job openings in Addison, TX as of July 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, 1% Temporary, and 2% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $34,304 per year, or $16.5 per hour.

Financial Services Intern

Allworth Financial

Dallas, TX • On-site

$20/hr

Part-time, Internship

Posted 4 days ago

Job description

SUMMARY:

The Financial Advisor Intern role is designed for motivated, intellectually curious students who aspire to pursue the CFP designation and build a career in wealth management. This is a paid, in-person, part-time internship ($20/hr) offering meaningful, hands-on exposure to real client work-not just observation.

Interns will gain direct insight into how a successful wealth management office operates while learning alongside CFP professionals, Associate Advisors, and Client Service teams in a collaborative, high-performing environment. Our Addison office provides a dynamic setting to learn the business at scale.

This program will run at approximately 10 hours per week, with flexible scheduling between 8:00am-5:00pm.

What You'll Do

  • Rotate across teams to understand Allworth Financial's integrated wealth management model
  • Partner closely with an Associate Advisor to develop foundational advisory and planning skills
  • Assist with the creation and implementation of financial plans for real clients
  • Support the Client Service Team to understand the full client experience
  • Conduct research and assist with casework related to financial planning and operations
  • Under CFP supervision, help respond to client questions across key areas of financial planning
  • Shadow client meetings with Financial Advisors to gain firsthand advisory exposure
  • Participate in company workshops, events, and learning sessions

Who We're Looking For

  • Currently pursuing a BS/BA in Financial Planning, Finance, Economics, or a related field
  • Intends to pursue the CFP designation
  • Self-motivated, curious, and eager to learn
  • Strong communicator who enjoys teamwork and relationship-building
  • Comfortable learning new systems, tools, and financial concepts

Why This Internship Stands Out

This is more than a resume-builder-it's an opportunity to:

  • Learn directly from experienced advisors who have built and scaled successful practices
  • Gain exposure to real clients, real plans, and real career paths
  • Build a foundation for future roles at Allworth, including Associate Advisor opportunities

 The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.  Typical reporting relationships are described, but actual relationships may vary in some instances.  This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

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