Intern - Wealth Management (Plano, TX)

Summer Intern - Wealth Management

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 2027 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 Us

At 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 Team

HilltopSecurities' 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.