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Jobs · Sales · Texas

Wealth Management Internship: Summer 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 will gain hands‑on experience by contributing to strategy sessions, joining client meetings, and taking ownership of a key project, providing meaningful exposure to the wealth‑management profession while building the skills and confidence needed for a successful career.

Why Willis Johnson Wealth?

Willis Johnson Wealth is a fast‑growing, award‑winning wealth‑management 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. An in‑house CPA team provides tax preparation when needed. All recommendations are fee‑only—no product sales, no commissions. We also invest in our team with a competitive benefits package, support for personal and professional growth, and encouragement to pursue continued education and industry conferences. The firm is proud to be recognized as one of the “Best Places to Work for Financial Advisors” by Investment News.

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 how 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.
  • Highly interested 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 taking on creative challenges and tight deadlines.

Benefits

  • Competitive benefits package including medical, dental, vision, disability/life insurance, 401(k), and PTO.
  • Support for personal and professional growth.
  • Encouragement and incentives for continued education.
  • Support for participation in educational conferences and events.
  • Recognition as one of the Best Places to Work for Financial Advisors by Investment News.

Compensation

Paid internship rates: Undergraduates $18 per hour; Graduates, Post‑Grad, and MBA candidates $21 per hour.

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