Internship - Wealth Management

True North Adviosrs; Dallas (TX); On-site; USD 64,000 - 100,000; Full time

Job summary

True North Advisors offers an internship in Wealth Management to give hands-on exposure to wealth advisory. You will collaborate with multiple teams and work on client projects aiming to understand the space deeply. The program runs for 6 to 8 weeks during the summer in Dallas or Fort Worth.

Applicants should be rising juniors or seniors in a related program, with a 3.4+ GPA, and strong skills in Outlook, PowerPoint, Word, and Excel. A favorable background check is required.

Qualifications

• Junior or Senior standing in a personal financial planning, accounting, or finance program with GPA 3.4+.
• Available to work 40 hours per week for 6–8 weeks in the summer.
• Self-starter who thrives in an entrepreneurial atmosphere and values client service.
• Strong Outlook, PowerPoint, Word, and Excel skills.
• Maintain extreme confidentiality in client matters.
• Must consent to and have a favorable credit report and background check.

Responsibilities

• Work on client projects across wealth management teams.
• Learn industry-specific technology used in wealth advisory.
• Be involved with Wealth Management, Wealth Planning, Operations, and Investments teams.
• Support program with potential for full-time opportunity after graduation.

Skills

Excel skills

PowerPoint skills

Word skills

Confidentiality

Education

Junior/Senior in a financial planning/ accounting/ finance program (GPA 3.4+)

Tools

Outlook

Excel

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Internship - Wealth Management

2 days ago Requisition ID: 1051

This isn’t just an internship - It’s your chance to dive headfirst into the world of wealth advisory, gain hands-on experience, and build lasting connections in the industry.

You will work alongside multiple teams at True North Advisors (wealth management, wealth planning, operations, and investments). Our goal for you is to walk away with a full understanding of the wealth advisory space and be a valued member of the True North team for the summer. You will work on client projects, learn industry-specific technology, and be engrained in all things True North. We think of our internship as an incredible training program that hopefully leads to a full-time post-graduation opportunity. Opportunities will be available at both our Dallas and Fort Worth offices.

Required Education, Skills, & Experience:

• Junior or Senior standing in an accredited personal financial planning, accounting, or finance undergraduate/graduate program with a minimum GPA of 3.4 (cumulative).
• Ability to work 40 hours a week for 6 to 8 weeks during the summer.
• Confident self-starter who thrives in an entrepreneurial atmosphere and believes in an Others First approach to client service.
• Strong Outlook, PowerPoint, Word, and Excel skills.
• Ability to maintain extreme confidentiality when dealing with client matters.
• Ability to exude the True North Values - Others First, Restless Pursuit of Growth, Run Through Walls, Do the right thing or make the thing right, Solutions Oriented/Positive Outlook, Teamship.
• Must consent to and have a favorable credit report and background check

Background:

True North is an Independent RIA that serves the wealth management needs of high-net-worth individuals and institutional clients. True North Advisors was founded on the shared vision that the only way to truly provide clients with trustworthy advice is through complete independence, objectivity, and the absence of conflicts of interest.

We seek to provide peace of mind to our clients and their families. Managing an individual’s wealth is more than just dollars and cents. At True North, our Wealth Managers work collaboratively with our Wealth Planning team using every lens to create comprehensive plans designed to achieve clients’ long-term goals. We offer innovative solutions and provide perspective, opportunity, and fulfillment in every area of our clients' lives. We were an early adopter in recommending private investments, including public and private platform opportunities in real estate, private equity, and energy.

Established in 2000, our mission has been to help our clients lead more fulfilled lives through trust, personalization, and simplicity. Go North today and join us to help us continue to fulfill lives .

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.