ZipRecruiter

Log In

1

Wealth Management Rotation Jobs (NOW HIRING)

next page

Showing results 1-20

All JobsFinance And Insurance JobsFinancial Services JobsFinancial Planner JobsWealth Management Rotation Jobs

Wealth Management Rotation information

See salary details

$61K

$95.6K

$156.5K

How much do wealth management rotation jobs pay per year?

As of Sep 8, 2026, the average yearly pay for wealth management rotation in the United States is $95,624.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,500.00 and $95,000.00 per year, depending on experience, location, and employer.

What are popular job titles related to Wealth Management Rotation jobs?

For Wealth Management Rotation jobs, the most frequently searched job titles are:

Summer Analyst - Private Wealth Management Internship

University Park, TX • On-site

Tolleson Wealth Management
Finance and Insurance • 51 - 200 employees
Learn more about Tolleson Wealth Managementexternal

$14.25 - $17/hr

Temporary, Internship

Posted 8 days ago

Key responsibilities

  • Prepare financial analyses related to investments, estate planning, tax planning, debt management, and insurance.

  • Complete rotations through various teams, including updating client financial information and supporting team-specific projects.

  • Learn and assist with trust administration, client advisory activities, investment review, philanthropy analysis, and private banking needs.

Job description

Private Wealth Management Intern | Summer 2027

Reports to: Assigned Mentor (with various additional team coaches throughout the summer program)

Duties and Responsibilities:

  • Prepare financial analyses for various personal wealth management topics, including investments, estate planning, tax planning, debt management and insurance.
  • Complete rotational program by rotating through a minimum of three of the following teams:
    • Client Advisory Team – Learn the fundamentals of private wealth management and update client financial information (balance sheets, quarterly reporting information, reallocations, etc.) Complete various client-specific projects such as real estate evaluations, private equity evaluations, personalized investment research, private aviation research, and other projects on an as-needed basis.
    • Investment Team – Learn TWM's investment strategies, review current and potential asset managers, compile and analyze historical financial data, and conduct quantitative and graphical analyses.
    • Philanthropy Team – Track and analyze historical client philanthropic giving, perform due diligence on charities of client interest, and learn fundamentals of charitable planning.
    • Trust Team – Learn essentials of trust administration and operations, including standard estate planning documents such as wills, trust agreements, and powers of attorney.
    • Private Banking Team – Learn about banking and lending needs for bank clients including mortgage loans, business loans, lines of credit, and deposit accounts.

Position Requirements:

  • Must be an active Junior or Senior college student working towards a bachelor's degree in business, accounting or finance from an accredited university or college
  • Graduation date on or before May 2028
  • Minimum GPA of 3.3 (overall)
  • Strong financial analytical skills and understanding of basic financial concepts
  • Desire to learn and grow professionally in the personal wealth management/multi-family office business
  • Experience using Windows based software, including Microsoft Excel and PowerPoint
  • Availability to work 40 hours a week at our Dallas Highland Park office for the 10-week program

*Deadline to apply is Wednesday, October 7, 2026*

The recruiting team will review resumes for the position beginning October 5th with offers expected to be sent out November 2026.

NO AGENCIES PLEASE

No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees. 

Tolleson Wealth Management is an Equal Opportunity Employer