2027 Summer Internship – Dallas

About the role

June 1, 2027 – July 30, 2027. Monday – Thursday, 9:30am – 5:00pm. Located in Krilogy Texas – Dallas, TX office. The Summer 2027 Internship at Krilogy offers a unique opportunity for students to gain hands-on experience in Wealth Management. Interns will work closely with wealth advisory teams and other various departments within the Firm. Interns will engage in various aspects of financial planning, portfolio management, tax, and estate planning. The experience will provide opportunities to learn best practices and a high-level understanding of wealth management.

Qualifications

• Pursuing a bachelor’s or master’s degree with an expected graduation date between December 2027 and June 2028
• Demonstrated leadership experience through work or extracurricular activities
• Strong organizational and time management skills
• Excellent analytical and problem-solving skills with attention to detail
• Effective communication skills, both written and oral
• Proficiency in Microsoft Word and Excel

Responsibilities

• Collaborate with team members to solve real-life wealth management issues
• Assist in the preparation of customized comprehensive financial plans and portfolios for clients
• Perform additional duties within other critical departments of Krilogy

Benefits

• Exposure to senior leadership
• Professional development opportunities
• Networking with peers and co-workers
• Community involvement events
• Potential full-time offers