Wealth Management Intern: Client Services & Portfolio

Financial Synergies Wealth Advisors; Houston (TX); On-site; USD 17,000 - 22,000; Full time

Job summary

Financial Synergies Wealth Advisors offers a two-month paid summer internship for Wealth Management Interns in Houston, TX. The role focuses on supporting existing clients and assisting advisors with financial plans, paperwork, note-taking, and back-office tasks.

You will gain exposure to eMoney Advisor, Envestnet Tamarac, Schwab/Fidelity tools, and Wealthbox CRM while observing and learning from experienced professionals.

Qualifications

• Observing and learning from financial advisors to understand processes.

Responsibilities

• Observe, listen, and learn from financial advisors during client meetings.
• Run financial planning and performance reporting software.
• Take detailed meeting notes and prepare necessary paperwork.
• Coordinate client paperwork and back-office tasks.
• Assist in onboarding and client data management.
• Create and maintain records in CRM systems like Wealthbox.

Skills

Observation & learning

Note-taking

CRM data entry

Client support

Tools

eMoney Advisor

Tamarac Advisor University

Schwab Advisor University

Fidelity WealthScape

Wealthbox CRM

Job description

Financial Synergies Wealth Advisors offers a two-month paid summer internship for Wealth Management Interns in Houston, TX. The role focuses on supporting existing clients and assisting advisors with financial plans, paperwork, note-taking, and back-office tasks.

You will gain exposure to eMoney Advisor, Envestnet Tamarac, Schwab/Fidelity tools, and Wealthbox CRM while observing and learning from experienced professionals.