Intern - Wealth Management (Plano, TX)

Hilltop HoldingsHilltop HoldingsPlano, Texas, United States
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Posted

8/24/2026

Employment

Intern

Range

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Work style

On-site

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AI summary

Core responsibilities

The intern will work closely with the Wealth Management team to gain hands-on experience by assisting with key initiatives and branch office operations. They will learn to analyze financial status, develop investment strategies, and build relationships with clients and community leaders.

Requirements overview

Candidates should be rising seniors pursuing a degree in finance, accounting, or a related field with strong mathematical and communication skills. Applicants must have authorization to work in the US without requiring sponsorship.

Key skills

Financial planningInvestment strategiesMathematical aptitudeMS OfficeCommunication skillsTime managementOrganizational skillsBusiness developmentClient relationship managementFinancial analysis

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Education requirements

high schoolbachelor degree

About Hilltop Holdings

Industry

Financial Services

Employees

495

Type

Public Company

Size

1,001-5,000 employees

Hilltop Holdings is a Dallas-based financial holding company focused on providing business and consumer banking services from offices located throughout Texas through PlainsCapital Bank, the seventh largest Texas-based bank by deposits. PlainsCapital Bank’s wholly owned subsidiary, PrimeLending, provides residential mortgage lending throughout the United States. Hilltop Holdings’ broker-dealer subsidiaries, Hilltop Securities Inc. and Hilltop Securities Independent Network Inc., provide a full complement of securities brokerage, institutional and investment banking services in addition to clearing services and retail financial advisory. The Hilltop Holdings family of companies employs approximately 4,800 people and operated approximately 420 locations in 48 states.

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Job categories

Finance & AccountingManagement & LeadershipConsultingCustomer Service & Support

Description

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. 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. 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.

Requirements

  • Financial planning
  • Investment strategies
  • Mathematical aptitude
  • MS Office
  • Communication skills
  • Time management
  • Organizational skills
  • Business development
  • Client relationship management
  • Financial analysis

Benefits

  • FINRA series exam sponsorship
  • Tuition reimbursement

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