Wealth Management Intern (Summer 2027, Houston)

Location: Houston, Texas, United States; onsite in the office 4–5 days per week. The internship runs from June through August 2027 and requires 40 hours per week.

Company

hirify.global is a global multi-family office and non-bank wealth manager providing investment management, wealth strategy, and family office services to high- and ultra-high-net-worth clients.

What you will do

• Prepare client presentation materials, including financial independence and education projections, net worth statements, cash flow reports, budgets, and planning summaries.
• Review, summarize, and analyze client information related to risk management, retirement planning, benefits, taxes, estate planning, gifting, charitable giving, and education.
• Prepare customized financial planning templates for client meetings.
• Research financial planning topics and contribute to firm and departmental initiatives.
• Manage client and firm documents in the document management system.
• Represent hirify.global professionally when interacting with clients, outside professionals, and the public.

Requirements

• Currently pursuing a bachelor’s degree; ideally a rising junior or senior by summer 2027.
• Basic understanding of financial planning and investment concepts, with familiarity with insurance, estate planning, and tax principles.
• Proficiency in Microsoft Office Suite, including Excel.
• Strong analytical, problem-solving, communication, organizational, and workload-management skills.
• Must be at least 18 years old and have unrestricted authorization to work in the United States; U.S. employment opportunities generally require U.S. citizenship or permanent residence.
• Must maintain confidentiality and execute the required employee or confidentiality and non-disclosure agreement.

Culture & Benefits

• Collaborative partnership model focused on client service, professionalism, ethics, and integrity.
• 401(k) plan with employer matching and subsidized medical coverage.
• Employer-paid dental, vision, life, accidental death and dismemberment, and disability insurance.
• Paid maternity and parental leave, flexible spending accounts, health savings accounts, and commuter benefits.
• Training reimbursement, paid professional designations, corporate discounts, and volunteer days.
• Safe, healthy, and respectful workplace with reasonable accommodations where possible.