cx institutionalPlano, TX
Wealth Management Intern: CFP & Series 65 Prep
Wealth Management Intern: CFP & Series 65 Prep
Wealth Management Intern: CFP & Series 65 Prep
cx institutionalPlano, TX
10 days ago
Securities, Commodities, and Financial Services Sales AgentsPersonal Financial AdvisorsFinancial and Investment Analysts
Portfolio Management and Investment AdviceProfessional and Management Development TrainingMiscellaneous Financial Investment Activities
Apply for this 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.
Also on the board Same function, level within a rung
Level
Intern
Location
Plano, TX
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
10 days ago