Wealth Management Internship

About the role#

Willis Johnson Wealth offers a Wealth Management Internship for college juniors, seniors, or post-grad CFP candidates. This program integrates interns into advisory teams to provide technical training, one-on-one mentoring, and hands-on experience in financial planning and wealth management. Interns contribute to strategy sessions, join client meetings, and take ownership of key projects.

What you'll do#

• Prepare a high volume of Investment Review books, review compliance paperwork, and summarize meetings.
• Assist in the preparation of financial plans, reviews, reports, and client presentations.
• Perform investment and project-based research, including technical analysis using Dorsey Wright Point & Figure methodology.
• Input data into financial planning software, specifically eMoney and Morningstar.
• Observe client investment and planning meetings.
• Perform stock compliance and trade reviews as needed.
• Create and analyze performance reports for investment committee meetings.
• Attend weekly Financial Planning and Investment team meetings.
• Identify qualified prospects for business development purposes.

What you'll need#

• Current enrollment or degree in Finance, Business, Accounting, or Financial Planning.
• Minimum GPA of 3.2.
• Strong interest in a career in Wealth Management or Financial Planning.
• Demonstrated track record of initiative.
• Strong technology, research, and organizational skills.
• Ability to handle research, analysis, and creative challenges under tight deadlines.
• Professional demeanor and appearance.

Location & details#

• Location: Houston, Texas.
• Term: Fall 2026.
• Modality: On-site.
• Compensation: $18/hour for undergraduates; $21/hour for graduates, post-graduates, and MBA students.
• Employment Status: Full-time, paid internship.