Summer Analyst - Private Wealth Management Internship

Tolleson Wealth Management; Dallas (TX); On-site; USD 18,000 - 22,000; Full time

Job summary

Tolleson Wealth Management invites applications for its Private Wealth Management Intern program for Summer 2027. The internship involves preparing financial analyses across investments, estate planning, tax planning, debt management and insurance, with rotations through multiple teams to build a well-rounded foundation in private wealth management.

Candidates must be active juniors or seniors pursuing a bachelor's degree in business, accounting, or finance, with a minimum 3.3 GPA, and be able

Qualifications

• Active Junior or Senior college student pursuing a bachelor's degree in business, accounting or finance.
• Graduation date on or before May 2028.
• Minimum GPA of 3.3 (overall).
• Strong financial analytical skills and understanding of basic financial concepts.
• Availability to work 40 hours a week at our Dallas Highland Park office for the 10-week program.

Responsibilities

• Prepare financial analyses for wealth management topics (investments, estate planning, tax planning, debt management, insurance).
• Rotate through a minimum of three teams: Client Advisory, Investment, Philanthropy, Trust, Private Banking.

Skills

Excel

PowerPoint

Windows OS

Education

Junior or Senior pursuing Bachelor's in business, accounting, or finance

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 Monday, October 5, 2025*

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