About the role#
True North Co offers a summer internship for students interested in wealth advisory. You will work with our wealth management, wealth planning, operations, and investment teams. This program provides hands-on experience and training in the wealth advisory space. We look for interns who want to contribute to our team and understand our approach to client service.
What you'll do#
- Collaborate with wealth managers and the wealth planning team on client projects.
- Learn to use industry-specific technology.
- Participate in daily operations and team activities.
- Engage with various departments to gain a full understanding of our business.
What you'll need#
- Junior or Senior standing in an undergraduate or graduate program for Finance, Accounting, or Business Administration.
- Minimum GPA of 3.4.
- Proficiency in Outlook, PowerPoint, Word, and Excel.
- Ability to maintain extreme confidentiality with client matters.
- Consent to a credit report and background check.
Location & details#
- Locations: Dallas, TX and Fort Worth, TX.
- Term: Summer 2027.
- Modality: On-site, full-time.
- This is a paid internship.
About True North Co
True North Co is a financial services firm based in Mumbai. It has operated for over twenty years. The company invests in sectors including healthcare, pharmaceuticals, technology, and consumer products. It manages nearly US$3 billion across six investment vehicles. The staff consists of 11 to 50 employees.
How to get in at True North Co
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