About the role#
This is a 10-week summer internship program for students interested in personal wealth management. You will work 40 hours a week at our Dallas Highland Park office. You will rotate through a minimum of three teams, including Client Advisory, Investment, Philanthropy, Trust, or Private Banking. You will be assigned a mentor and receive guidance from various coaches throughout the summer.
What you'll do#
- Prepare financial analyses for personal wealth management topics like investments, tax planning, and insurance.
- Update client financial information, including balance sheets and quarterly reports.
- Complete client-specific projects such as real estate and private equity evaluations.
- Conduct investment research and review current or potential asset managers.
- Compile and analyze historical financial data.
- Perform due diligence on charities.
- Learn the essentials of trust administration, operations, and banking services.
What you'll need#
- You are an active Junior or Senior college student pursuing a bachelor's degree in Business Administration, Accounting, or Finance.
- Your graduation date is on or before May 2028.
- You hold a minimum GPA of 3.3.
- You have strong financial analytical skills and a grasp of basic financial concepts.
- You are proficient in Windows-based software, specifically Microsoft Excel and PowerPoint.
- You have a genuine interest in growing your career within personal wealth management.
Location & details#
- Location: Dallas, Texas.
- Term: Summer 2027.
- Work Modality: On-site.
- Employment Type: Full-time (40 hours per week).
- Compensation: This is a paid internship.
About Tolleson Wealth Management
Tolleson Wealth Management provides financial services to families. The firm operates as a private, family-run business based in Dallas, Texas. It was founded in 2000 and currently employs 207 people. The company focuses on managing financial matters for its clients and their families.
How to get in at Tolleson Wealth Management
Securing an internship at Tolleson Wealth Management requires timing, as early applicants are often reviewed before the candidate pool becomes crowded. Intern Insider sends an instant alert the moment a role matching your target is published anywhere, helping you apply among the first. This approach ensures your application is seen before the pile grows. You can also reach out to the recruiters behind the company's roles to ask about the position or request a referral. Intern Insider surfaces these specific contacts, which materially improves your response rates. Connecting with the right person often makes a difference in a competitive hiring process.
