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Jobs · Sales · Texas

Wealth Management Internship: Spring 2027

Willis Johnson Wealth · Houston, TX · 1 mo ago
On-siteSales$18/hrInternship

About the role

Each year, we invite 3–5 college Juniors, Seniors, or post‑grad CFP® candidates to explore a career in financial planning and wealth management through our Wealth Management Internship. Interns are fully integrated into one of our advisory teams, receiving technical training, one‑on‑one mentoring, and valuable networking opportunities. As a Wealth Management Intern, you’ll contribute to strategy sessions, join client meetings, and take ownership of a key project, gaining hands‑on experience and exposure to the wealth management profession.

Why Willis Johnson Wealth

Willis Johnson Wealth is a fast‑growing, award‑winning firm specializing in corporate executives and professionals. We help clients optimize every aspect of their personal financial lives—from compensation and benefit strategy to tax mitigation, retirement planning, and investments. Our in‑house CPA team provides tax preparation when needed. We operate on a straight fee‑only model—no product sales, no commissions—putting clients first every time. We also invest in our team with a competitive benefits package, support for continued education, and recognition as one of the Best Places to Work for Financial Advisors by Investment News.

Essential Responsibilities

  • Assist in preparing client meetings by creating high‑volume Investment Review books, reviewing compliance paperwork, and drafting meeting summaries.
  • Help prepare financial plans, reviews, reports, and client presentations.
  • Perform investment and other project research.
  • Input data into financial planning software (eMoney and Morningstar).
  • Observe client investment and planning meetings.
  • Perform stock compliance and trade review as needed.
  • Create and analyze performance reports for investment committee meetings.
  • Compile and research technical analysis using Dorsey Wright Point & Figure methodology.
  • Attend weekly Financial Planning and Investment team meetings.
  • Learn to identify qualified prospects for business development purposes, as needed.

Qualifications

  • Finance, Business, Accounting, or Financial Planning major preferred.
  • Minimum GPA of 3.2 required.
  • Strong interest in a career in Wealth Management or Financial Planning.
  • Demonstrated track record of initiative.
  • Strong technology, research, and organizational skills.
  • Enjoys research and analysis.
  • Confident, poised, and professional in appearance.
  • Capable of handling creative challenges and tight deadlines.

Benefits

  • Medical, dental, and vision insurance.
  • Disability and life insurance.
  • 401(k) retirement plan.
  • Paid time off (PTO).
  • Support for personal and professional growth, including continued education and conference participation.

Compensation

  • Undergraduates: $18 per hour.
  • Graduates, post‑grad, MBA candidates: $21 per hour.

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