Intern - Wealth Management (Plano, TX)

About the role

This in-person Summer 2027 Internship Program runs from May 24, 2027 to July 30, 2027. Opportunities are located in downtown Dallas at our HTS Tower location and at various branch locations nationwide.

As a Summer Intern, you will work closely with our Wealth Management team to gain hands-on experience in the financial services industry. You will develop entry-level skills, assist with key initiatives, and be introduced to the branch office environment and the role of advisors. You will interact with multiple advisors who have different styles and investment strategies, providing a well-rounded understanding of the Wealth Advisor role.

Responsibilities

• Training on different industry software and regulations
• Deliver securities presentations on relevant industry subjects and products
• Assist in summer intern projects including archiving, electronic file conversions, and 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

Requirements

• High school diploma, GED, or equivalent
• Rising Senior pursuing finance, accounting, or related field (preferred)
• Some experience (0–1 year) preferred but not required
• Strong mathematical aptitude
• Proficiency with computer hardware, operating systems (Windows or Mac), and software/applications (MS Office, Internet Explorer, Outlook, etc.)
• 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
• Must have authorization to work for any employer in the US without requiring sponsorship

About Us

At HilltopSecurities, we build 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 Hilltop Holdings—which also encompasses PlainsCapital Bank and PrimeLending—we have the financial strength and stability that has withstood the test of time. Our nationwide presence spans 400 locations across 44 states, providing associates with extensive opportunities to grow their careers in a diverse organization that 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 financial planning across a range of investment objectives and products. Our professionals deliver a full suite of services, including:

• Helping clients build wealth
• Analyzing financial status and goals
• Advising on investment strategies
• Developing new business opportunities
• Onboarding new clients

As an intern, you will learn and deliver behavioral financial concepts to clients, forge relationships with community and business leaders, and learn from experienced financial professionals about supporting individuals effectively.

Our Clearing department supports over 130 broker-dealers and Registered Investment Advisors, providing 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 focus on building long-term client relationships based on trust and personal service.

As part of our Wealth Management team, you will have access to professional development opportunities, including:

• FINRA series exam sponsorship
• Tuition reimbursement
• Mentorship programs
• Support from employees at all levels

Wealth Management at HilltopSecurities offers the fulfilling experience of building meaningful relationships that allow you to serve clients in their best interest.