Financial Advisor Intern - Banking and Investments

Tharp Consulting; Dallas (TX); On-site; USD 25,000 - 33,000; Full time

Job summary

Tharp Consulting is seeking a Financial Advisor Intern — Banking, Insurance & Investment in Dallas, TX. This internship builds foundational skills in client service, budgeting, investing, and risk management while supporting senior advisors on research, portfolio reviews, and financial planning tasks.

You will help gather and prepare information to support recommendations, provide excellent service to clients, and apply your learning to real-world advisory activities, with coaching and hands-on

Qualifications

• Detail-oriented with strong organization and follow-through.
• Eager to learn and receptive to coaching and technical training.
• Interest in financial services and commitment to inclusive practices.
• Motivated by advancing economic mobility through accessible career opportunities.

Responsibilities

• Support senior advisors with research and portfolio review preparation.
• Assist with financial planning activities and related documentation.
• Provide excellent client service and support day-to-day advisory tasks.
• Apply learning in budgeting, investing concepts, and risk management basics.

Skills

Detail-oriented

Strong organization

Eager to learn

Receptive to coaching

Interest in financial services

Job description

Financial Advisor Intern — Banking, Insurance & Investment

Build foundational skills in client service, budgeting, investing, and risk management while supporting senior advisors. Contribute to client-focused work by assisting with research, portfolio reviews, and financial planning tasks, and by helping gather and prepare information to support recommendations.

Key Responsibilities

• Support senior advisors with research and portfolio review preparation
• Assist with financial planning activities and related documentation
• Provide excellent client service and support day-to-day advisory tasks
• Apply learning in budgeting, investing concepts, and risk management basics

Qualifications & Skills

• Detail-oriented with strong organization and follow-through
• Eager to learn and receptive to coaching and technical training
• Interest in financial services and commitment to responsible, inclusive practices
• Motivated by advancing economic mobility through accessible career opportunities