Wealth Management Intern: CFP & Series 65 Prep
cx institutionalPlano, TX
Wealth Management Intern: CFP & Series 65 Prep
cx institutionalPlano, TX
9 days ago
Occupations
Securities, Commodities, and Financial Services Sales AgentsPersonal Financial AdvisorsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceProfessional and Management Development TrainingMiscellaneous Financial Investment ActivitiesAbout the role
CX Institutional, LLC d/b/a Credent Wealth Management offers a structured internship featuring formal training, advisor observation, practical application, and professional development opportunities. It provides exposure to the wealth management profession through 13 structured weeks and a curriculum with 76 training items.
The program includes eight hours per day of structured work, plus CFP and Series 65 credential preparation resources to support certification goals.
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JOB OVERVIEW
Experience level
Intern
Location
Plano, TX
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
9 days ago
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