Intern - Wealth Management (Dallas, TX)

Posted 11 Days Ago
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Dallas, TX, USA
In-Office
Internship
Fintech
The Role
Summer Wealth Management Intern supporting advisors and company initiatives. Responsibilities include training on industry software and regulations, delivering securities presentations, archiving and converting files, updating advisor websites, researching technology and marketing, and assisting with summer marketing efforts. The role provides exposure to branch operations, wealth advisors, investment strategies, and financial services career opportunities.
Summary Generated by Built In

Hilltop Securities Inc. is currently looking for qualified students to join our Wealth Management team as a Summer Intern. This individual will work closely with our Wealth Management to gain hands-on experience in the profession while assisting with several key initiatives across the company. They will develop entry-level experience in the financial services industry, including development and delivery of initiatives, and effective practices. This individual will gain an introduction into the branch office environment and the role of advisors in the branch. They will be introduced to multiple advisors, which have different styles and investment strategies, to get a well-rounded understanding of what Wealth Advisors do today. Our Summer 2026 Internship Program is an in-person experience lasting from May 24, 2027 to July 30, 2027, with opportunities located in downtown Dallas at our HTS Tower location and throughout the country at various branch locations.

Responsibilities
  • Training on different industry software and regulations
  • Deliver securities presentations on relevant industry subjects and products
  • Assist in summer intern projects including archiving and electronic file conversions; helping advisors set-up or update websites; research and analysis of technology and marketing
  • Assist and work side-by-side with advisors for summer marketing efforts
  • Other duties as assigned
Qualifications
  • High school diploma, GED, or equivalent.
  • Rising Senior pursuing finance, accounting or related field is preferred
  • Some experience (0 – 1 year) is preferred but not required
  • Strong mathematical aptitude
  • Computer hardware, operating system (Windows or Mac), and software/application (MS Office, Internet Explorer, Outlook etc.) skills.
  • Excellent verbal, written, and communication skills
  • Proven self-starter who can initiate tasks and follow up to completion
  • Exceptional time management and organizational skills
  • Desire to learn about career opportunities in the financial services industry
  • Candidate MUST have authorization to work for any employer in the US without requiring sponsorship, whether in student status or not

The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.

About UsAt HilltopSecurities, we believe in building noble and collaborative relationships that enrich the financial future of individuals, businesses and communities. With an extensive portfolio of products, we deliver a broad range of investment banking and related financial services that help our clients achieve their definition of success. As a subsidiary of HilltopHoldings, which also encompasses PlainsCapital Bank, and PrimeLending, we have the financial strength and stability that has withstood the test of time. Our nationwide presence in 400 locations across 44 states provides our associates with extensive opportunities to grow their careers in a diverse organization that truly values relationship capital above all else.About the TeamHilltopSecurities’ Wealth Management department values its relationship-based approach to serving clients. Through our Private Client Group, we provide highly customized sound financial planning across a range of investment objectives and products. Our Wealth Management professionals deliver a full suite of services for investors such as helping to build wealth, analyzing financial status and goals, advising on investment strategies, developing new business opportunities, and welcoming new clients. You will also be able to learn and deliver behavioral financial concepts to clients, forge relationships with community and business leaders, and learn from experienced financial professionals about how to fully support the individuals you serve. Our Clearing department supports more than 130 broker-dealers and Registered Investment Advisors who provide institutional and financial services through industry experts. We aim to mitigate risk, realize competitive returns, and meet investing objectives. As one of the nation’s largest licensed broker-dealer clearing firms, we are focused on building long-term client relationships based on trust and personal service. As a part of our Wealth Management team, you will also be encouraged to take advantage of our professional development opportunities. This includes FINRA series exam sponsorship, tuition reimbursement, working with a mentor, and support from employees of all levels. Wealth Management at HilltopSecurities will give you the fulfilling experience of building meaningful relationships that allow you to fully serve clients in their best interest.

Skills Required

  • High school diploma, GED, or equivalent
  • Authorization to work for any employer in the United States without sponsorship
  • Strong mathematical aptitude
  • Computer hardware, operating system, and software/application skills
  • Microsoft Office, Internet Explorer, and Outlook skills
  • Excellent verbal, written, and communication skills
  • Self-starter who can initiate tasks and follow through to completion
  • Exceptional time management and organizational skills
  • Rising senior pursuing finance, accounting, or a related field
  • Some experience, from zero to one year
  • Interest in financial services career opportunities
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The Company
HQ: Dallas, Texas
2,577 Employees
Year Founded: 1986

What We Do

Experience. Expertise. Extraordinary Results. PrimeLending, a PlainsCapital Company (NMLS: 13649), is a proven powerhouse in home lending, combining personal guidance and local expertise with fast service, more choices and the flexibility to meet homeowners’ unique needs. We’re a national home lender relentlessly focused on empowering our customers to boldly pursue their homeownership goals. Whether a borrower is looking to buy, refinance or renovate a home, the PrimeLending team can help them make smart home financing decisions and have a rewarding experience along the way. Along with our next level service, PrimeLending owns one of the most comprehensive suite of loan products in the industry, which includes renovation, refinancing, jumbo, FHA, VA, fixed-rate and adjustable-rate mortgage loans. We work alongside business partners, including real estate professionals and homebuilders, who trust us to get the job done on time and done right. Delivering on this promise for more than 30 years, we’re proud to consistently earn a 96% customer satisfaction rating and become our homeowners’ lender for life. Whether you are a homeowner or a business partner, we invite you to experience the PrimeLending difference today! Work at PrimeLending Ready to discover your best and unleash your unlimited potential? PrimeLending is always looking for doers, visionaries, entrepreneurs and leaders who welcome the challenge to find out how good they really are. If you’re a mortgage superstar primed to dominate your local market, contact us today or joinprimelending.com to learn how you can join our winning formula. For licensing information go to www.nmlsconsumeraccess.org https://www.primelending.com/legal-disclosures/licensing-disclosures Equal Housing Lender This site is not authorized by NY Dept of Fin Serv. No mortgage loan applications will be accepted through this site.

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