Wealth Management Intern- Plano, TX
Boost your chances before you apply.
CX Institutional LLC
Plano, TX, US
Summary
The intern will participate in a structured 13-week program involving advisor observation, practical application of wealth management concepts, and hands-on business operations. They will also engage in professional development and complete assessments to measure growth throughout the internship.
Job Description
Our structured internship combines formal training, advisor observation, practical application, and professional development opportunities designed to provide meaningful exposure to the wealth management profession.
- 13 structured weeks of hands-on learning and professional development
- 76+ training items built into the internship curriculum
- 4 assessments throughout the program to measure growth and reinforce what you've learned
- 8 hours in your structured workday providing consistent exposure to real-world business operations
Industry Credential Preparation
- CFP: You'll have built-in study time for the CFP Board-approved course Introduction to Financial Planning, the first course in the CFP education curriculum.
- Series 65: Gain exposure to Series 65 concepts and dedicated study opportunities designed to support your preparation for the certification exam.
The 2026 InvestmentNews Employer of Choice, CX Institutional, LLC d/b/a Credent Wealth Management is a $5+ billion Registered Investment Advisor (RIA) headquartered in Indiana. We offer a uniquely client-centric approach to wealth management through commission-free, transparent, and impactful service, planning, and investment solutions, promising clients that we are "Advisors Who Care as Much as You Do." Since our inception in 2018, Credent has grown strategically through a combination of organic growth and acquisitions focused on providing advisors with a customized, cooperative transition as they build their succession plans and protect their clients. Credent’s culture creates lasting, meaningful relationships, enabling advisors to do their best work while ensuring clients can maintain their standard of living without financial worry and build their lives around what they care about most. Credent has been recognized on multiple industry lists, including Forbes’ America's Top RIA Firms since 2023, Financial Advisor Magazine's RIA Ranking since 2024, and AdvisorHub’s RIAs to Watch since 2023. For more information, visit CredentWealth.com.
Education. Communication. Honesty.
At Credent Wealth Management, our mission is to build a secure future for every client by providing guidance throughout life's most important financial events. We will accomplish this with service above and beyond client expectations through education, communication and honesty.
A Registered Investment Advisor.
Founded
2000
Company size
51-200 employees
Industry
Financial Services
Org type
Privately Held
Headquarters
Auburn, IN
Education. Communication. Honesty.
At Credent Wealth Management, our mission is to build a secure future for every client by providing guidance throughout life's most important financial events. We will accomplish this with service above and beyond client expectations through education, communication and honesty.
A Registered Investment Advisor.
Founded
2000
Company size
51-200 employees
Industry
Financial Services
Org type
Privately Held
Headquarters
Auburn, IN
