About the role#
Willis Johnson Wealth offers an internship for college juniors, seniors, or post-grad CFP candidates to explore a career in financial planning and wealth management. You will join one of our advisory teams to receive technical training and mentorship. This role provides hands-on experience through strategy sessions, client meetings, and project ownership.
What you'll do#
- Assist with client meeting preparation, including creating Investment Review books and reviewing compliance paperwork.
- Help build financial plans, reports, and client presentations.
- Input data into financial planning software such as eMoney and Morningstar.
- Conduct investment and project research.
- Perform stock compliance and trade reviews.
- Analyze performance reports for investment committee meetings.
- Use Dorsey Wright Point and Figure methodology for technical analysis.
- Attend weekly Financial Planning and Investment team meetings.
- Identify qualified prospects for business development.
- Observe client investment and planning meetings.
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 initiative, organizational skills, and research ability.
- Professional appearance and confidence.
- Ability to handle creative challenges and tight deadlines.
Location & details#
- Location: Houston, Texas.
- Term: Winter 2027.
- Modality: On-site.
- Compensation: This is a paid internship.
- Employment Type: Full-time.
About Willis Johnson Wealth
Willis Johnson Wealth is a fee-only fiduciary financial planning firm based in Houston, Texas. Founded in 1996, the firm provides investment management, tax preparation, and financial planning services. It serves corporate professionals and executives, including those at companies such as Shell, Chevron, and BP. The firm manages over $2 billion in client assets.
How to get in at Willis Johnson Wealth
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