About the role#
This internship provides exposure to the wealth management profession through a combination of formal training, advisor observation, and practical work. You will spend 13 weeks in a structured program that focuses on real-world business operations. This is a full-time, paid position.
What you'll do#
- Participate in formal training and observe financial advisors.
- Complete over 76 training items included in the curriculum.
- Take 4 assessments throughout the program to measure your growth.
- Study for the CFP Board-approved course Introduction to Financial Planning.
- Gain exposure to Series 65 concepts and prepare for the certification exam.
- Engage in the practical application of wealth management tasks.
What you'll need#
- An interest in the wealth management profession.
- Availability to participate in the 13-week structured program.
- Current enrollment or background in Finance, Business Administration, or Economics.
Location & details#
- Location: Plano, Texas.
- Work modality: On-site.
- Term: Rolling.
About Credent Wealth Management
Credent Wealth Management is a financial services firm founded in 2000. Based in Auburn, Indiana, the company operates with a team of 125 employees. It provides fee-only fiduciary services including investment management, estate planning, and retirement design. The firm maintains offices across multiple states to support individual and institutional clients.
How to get in at Credent Wealth Management
Securing an internship at Credent Wealth Management often comes down to timing. Because many roles fill quickly, Intern Insider sends an instant alert the moment a position is published, allowing you to apply among the first candidates before the applicant pool grows. Getting your application in early ensures your materials are reviewed while the recruiter is still building their shortlist. You can also improve your odds by reaching out to the right people. Intern Insider surfaces the specific recruiters behind company roles, which lets you contact them directly to ask about the position or a referral. This proactive approach often leads to better response rates than submitting your resume into a general queue.
