Wealth Management Intern- Plano, TX
Program Overview
Our structured internship combines formal training, advisor observation, practical application, and professional development opportunities designed to provide meaningful exposure to the wealth management profession.
Curriculum Details
- 13 structured weeks of hands‑on learning and professional development
- 76+ training items built into the internship curriculum
- 4 assessments throughout the program to measure growth and reinforce learning
- 8 hours per day of structured work providing consistent exposure to real‑world business operations
Industry Credential Preparation
- CFP: Built‑in study time for the CFP Board‑approved “Introduction to Financial Planning,” the first course in the CFP education curriculum.
- Series 65: Exposure to Series 65 concepts with dedicated study opportunities to support preparation for the certification exam.
Company Overview
The 2026 InvestmentNews Employer of Choice, CX Institutional, LLC d/b/a Credent Wealth Management, is a $5+ billion Registered Investment Advisor (RIA) headquartered in Indiana. We offer a client‑centric, commission‑free, transparent approach to wealth management, delivering planning and investment solutions that reflect our “Advisors Who Care as Much as You Do” philosophy. Since our inception in 2018, Credent has grown through organic expansion and acquisitions, providing advisors with customized, cooperative transitions as they build succession plans and protect clients. Our culture fosters lasting relationships, enabling advisors to excel while helping clients maintain their standard of living without financial worry. Credent has been recognized on multiple industry lists, including Forbes’ America’s Top RIA Firms (2023‑present), Financial Advisor Magazine’s RIA Ranking (2024‑present), and AdvisorHub’s RIAs to Watch (2023‑present). For more information, visit CredentWealth.com.