Wealth Management Intern Summer 2026

Frisco, TX - USA

Hourly Salary: USD 20 - 25

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Job description

Summary/Objective

Reporting to Wealth Advisor the Wealth Management Intern is responsible for assisting the Wealth Advisor to build assets within the Wealth Advisory CWA division and to develop solutions for clients to assist in reaching their financial goals.

Essential Functions

Assist the Wealth Advisor in research and investment analysis strategies and market conditions

Assist with preparation and input of relevant data for financial planning clients

Assist and coordinate processes as it pertains to investment marketing alternative investment solutions

Support the Wealth Advisor in efforts to increase assets under management and revenue for both traditional Cain Watters clients and Wealth Advisory clients

Responsibilities and Duties

Input data into financial plan software risk software etc. to provide basis for client conversations provided by Wealth Advisor

Assist the estate planning team on data gathering reviewing documents and building estate flows

Track and maintain detailed information pertaining to alternative investments

Special projects to be determined by Wealth Advisor or Partner

Ongoing monitoring of the clients portfolios; propose any required modifications

Review investment statements and assist Wealth Advisor in analysis of investment holdings

Keep detailed records of services provided

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.

Job requirements

Education and Experience

Individual working towards a Bachelors degree or higher in Finance Financial Planning Accounting or related field

GPA of 3.0 or higher preferred

Strong communication interpersonal and organizational skills

Proficiency in Microsoft Office with an emphasis on MS Excel

Experience in Emoney highly preferred

Travel

No travel is expected for this position.

Work Environment

This job operates in an office setting. This role routinely uses standard office equipment such as computers phones photocopiers filing cabinets and fax position will allow for work-at-home during certain timeframes.

Physical Demands

This is a largely sedentary role; however some filing may be required. This would require the ability to lift files open filing cabinets and bend or stand as necessary.

Position Type and Expected Hours of Work

This is a full-time intern position. The duration of the internship will be determined based on incumbent availability and business need. Days and hours of work are Monday through Friday 8:00 a.m. to 5 p.m. Some flexibility in hours may be allowed based on managements approval.

CWA has consistently been recognized from rating services and publications such as:

INSIDE Public Accounting - Top 100 Firms ()
Top Workplaces - Financial Services (2024)
Top Workplaces - Culture Excellence (2024)
Accounting Today - Top Firm by AUM (2024)
USA Today - Top Workplaces ()
Accounting Today - Top 100 Firms ()
Forbes Americas Best Tax & Accounting Firms ()
INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)
Dallas Morning News - Top Workplace ()
Accounting Today - Beyond Top 100: Firms to Watch (2020)
Accounting Today - Regional Leaders Top Firms ()
INSIDE Public Accounting - Beyond the Top 100 ()
INSIDE Public Accounting - Top 200 Firms (0)
Dallas Business Journal - Top Accounting Firms (2018)

Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy we encourage you to report them immediately by contacting HR at . Your concerns will be handled with the utmost confidentiality and care.

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Intern

Job descriptionSummary/ObjectiveReporting to Wealth Advisor the Wealth Management Intern is responsible for assisting the Wealth Advisor to build assets within the Wealth Advisory CWA division and to develop solutions for clients to assist in reaching their financial goals.Essential FunctionsAssist ...