Wealth Advisory Intern

This internship is an opportunity to dive into the world of wealth advisory, gain hands-on experience, and build lasting connections within the industry.

🎯 About the Role

You will work alongside multiple teams, including wealth management, wealth planning, operations, and investments, to gain a full understanding of the wealth advisory space. The goal is to provide a comprehensive training program that ideally leads to a full-time post-graduation opportunity, making you a valued member of the True North team for the summer.

🛠️ Key Responsibilities

• 💼 Work on client projects across wealth management, wealth planning, operations, and investments.
• 💻 Learn and utilize industry-specific technology.
• 🔄 Be engrained in all aspects of True North Advisors' operations.

✅ Requirements & Skills

• 🎓 Junior or Senior standing in an accredited personal financial planning, accounting, or finance undergraduate/graduate program.
• 📈 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.
• 🤝 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 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.

⏳ Duration: 6 to 8 weeks during the summer, 40 hours a week

📍 Location: Dallas or Fort Worth, TX, United States