Private Wealth Management Summer Internship (Dallas - June 2027 Start)

Location: Dallas, TX; on-site, in-office Monday through Friday, up to 40 hours per week

Salary: $16.00 per hour, with potential college credits if applicable

Company

hirify.global is a purpose-driven registered investment advisor helping clients align wealth, passion, and purpose through a holistic Personal CFO approach.

What you will do

• Observe client meetings and participate in team preparation meetings.
• Support meaningful projects across investments, impact, marketing, operations, tax planning, and MESI.
• Prepare and deliver a mock client presentation simulating a real-world advisory experience.
• Collaborate with interns and teammates across the firm on projects, presentations, and professional development activities.
• Develop an understanding of how teams collaborate to deliver a holistic client experience.

Requirements

• Be on track to graduate with a bachelor's degree between December 2027 and June 2028.
• Be available from June 14 through August 5, 2027, for up to 40 hours per week in the office.
• Be authorized to work in the United States without employment visa sponsorship, now or in the future.
• Demonstrate curiosity about financial planning, wealth management, and helping clients achieve their goals.
• Bring strong communication, collaboration, organization, attention-to-detail, and relationship-building skills.
• Show coachability, initiative, accountability, resourcefulness, and a service-oriented mindset.

Culture & Benefits

• Receive ongoing coaching, feedback, and support from experienced professionals.
• Participate in career development programming and explore future opportunities in wealth management.
• Build relationships through team outings, committee events, firmwide activities, volunteer opportunities, and intern book clubs.
• High-performing interns may be considered for a full-time Analyst position after graduation.
• Work in an inclusive, collaborative culture focused on equity, respect, continuous learning, and community impact.