Wealth Management Intern: CFP & Series 65 Prep

Posted 10 days ago

cx institutionalPlano (TX)

Securities, Commodities, and Financial Services Sales Agents Portfolio Management and Investment Advice

SENIORITY

Intern

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About 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.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.