Wealth Management Intern - Fort Worth, TX

Job Description

Job Description

Description :

The Wealth Management Internship at Cary Street Partners offers students hands-on experience across multiple areas of financial advising, planning, relationship management, operations, and investment management. The program is designed to provide exposure to the firm’s day-to-day functions and investment philosophy while supporting the professional development of future financial advisors. The internship is full-time (up to 40 hours per week), with weekly hours varying based on project needs.

Responsibilities and Essential Job Duties

• Participate in investment committee meetings and equity research discussions.
• Stay informed on financial markets by regularly reviewing financial publications and financial news.
• Complete training on operational software, provide feedback on best practices, and apply skills in practical settings.
• Assist with new client onboarding, account updates, and data management.
• Shadow team members to learn about trade execution and service requests.
• Collaborate with client service associates, advisors, analysts, and operations personnel to understand different roles within the firm.
• Contribute to investment research and analysis aligned with the firm’s philosophy and process.
• Support client meeting preparation, financial planning, and annual review processes.
• Engage in special projects as assigned.
• Develop and present a customized internship project to the team at program completion.
• Skills &Experience
• Pursuing a bachelor’s degree in Finance, Accounting, or related field (3.0 GPA or higher).
• Coursework aligned with Certified Financial Planner (CFP®) preparation strongly preferred.
• Previous financial services experience a plus, but not required.

Requirements : Skills & Experience

Personal Attributes

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