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True North Advisors · 3 months ago

Internship - Wealth Management

Dallas, TX, US

Internship

Onsite

Intern

True North Advisors is a privately owned Multi-Family Office serving families, business owners and entrepreneurs with the highest level of service since 2000. The internship offers hands-on experience in wealth advisory, working alongside multiple teams to gain a comprehensive understanding of the industry and contribute to client projects.

ConsultingFinanceFinancial ServicesWealth Management

Growth Opportunities

Responsibilities

Work alongside multiple teams at True North Advisors (wealth management, wealth planning, operations, trading, and investments)

Work on client projects, learn industry-specific technology, and be engrained in all things True North

Qualification

Financial PlanningAccountingEconomicsFinanceMicrosoft ExcelMicrosoft PowerPointMicrosoft OutlookMicrosoft WordClient ServiceEntrepreneurial MindsetConfidentialityTeamwork

Required

Junior or Senior standing in an accredited personal financial planning, accounting, economics, or finance undergraduate/graduate program with a minimum GPA of 3.4 (cumulative.)

Ability to work 40 hours a week for 6 to 8 weeks during the Summer

Confident self-starter who thrives in an entrepreneurial atmosphere and believes in an approach to client service

Strong Outlook, PowerPoint, Word, and Excel skills

Ability to maintain extreme confidentiality when dealing with client matters

Ability to exude the True North Values! (Others First; Restless Pursuit of Growth; Run Through Walls; Do the right thing or make the thing right; Solutions Oriented/Positive Outlook; Teamship)

Must consent to and have a favorable credit report and background check