Wealth Management Intern (Summer 2027, Dallas) (Wealth Management)

Location: Dallas, TX; onsite in the office four to five 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 serving high- and ultra-high-net-worth clients through investment management, wealth strategy, and family office services.

What you will do

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

Requirements

• Currently pursuing a bachelor’s degree; ideally a rising junior or senior for 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.
• Ability to manage multiple tasks, prioritize work, follow direction from multiple team members, and meet deadlines accurately.
• Must be at least 18 years old and have unrestricted authorization to work in the United States; hirify.global hires U.S. citizens or permanent residents for U.S. employment opportunities.

Culture & Benefits

• Client-first, collaborative partnership model focused on professional service and wealth management expertise.
• 401(k) plan with employer matching and subsidized medical plan options.
• Employer-paid dental, vision, life, accidental death and dismemberment, and short- and long-term 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.
• Confidentiality, professionalism, ethics, and a safe, healthy, and respectful workplace are expected.