Tolleson Wealth Management
Headquartered in Dallas, TX. Explore career development programs and opportunities in financial services at Tolleson Wealth Management.
Career Development Programs
Tolleson Wealth Management is a private wealth firm based in Dallas, TX. Their 11-week Summer Analyst Program rotates interns through the Client Advisory, Investment, Philanthropy, and Trust teams. The program gives students exposure to private wealth management, investment strategy, and estate planning.
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Internship
Summer Analyst Internship Program
Duration
11 weeks
Compensation
Yes
Locations
Dallas, TX
Requirements
Students with a desire to learn and grow. Tolleson considers your degree path, campus involvement, GPA, and past experience. Programs span wealth management, private banking, and corporate operations.
Frequently Asked Questions About Tolleson Wealth Management
What is the Tolleson Summer Analyst Program?
It is an 11-week paid program where interns rotate through the Client Advisory, Investment, Philanthropy, and Trust teams. The goal is to give students a full picture of private wealth management.
Where is the Tolleson internship located?
The program is based at the firm's headquarters in Dallas, TX.
Is the Tolleson internship paid?
Yes. The Summer Analyst Program is a paid position.
What qualifications do I need for Tolleson?
You should be a rising junior or senior with a strong academic record. An interest in private wealth management, investments, or estate planning is helpful.
Does Tolleson require FINRA licenses?
Advisory and investment roles may require the Series 7 and Series 65 or 66 licenses. Passing the SIE before applying shows initiative and can set you apart from other candidates.
Program details, links, and requirements may change. Visit the company's career page directly for the most current information.
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