Wealth Management Internship: Spring 2026

Willis Johnson & Associates • Houston, TX

114d • $18 - $21

About The Position

Three times each year we invite 3-5 college Juniors, Seniors or post-grad CFP Certificants to explore the career of financial planning and wealth management through our unique Protege Program. The intern joins one of our advisory teams and receives technical training, one-on-one mentoring and networking opportunities. The Wealth Management Intern explores a career in wealth management and financial planning by taking on challenging and exciting responsibilities. The intern participates in strategy sessions, client meetings, and takes the lead responsibility of one key project.

Requirements

• 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

Responsibilities

• Assist in the preparation for client meetings by preparing a high volume of Investment Review books for clients, reviewing compliance paperwork, and 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

Benefits

• Paid Internships: Undergraduates: $18/hour
• Graduates, Post Grad, MBA: $21/hour
• Collaborative, Positive Teammates
• Mentorship Program
• Rewarding Work that Matters

What This Job Offers

• Job Type: Part-time
• Career Level: Intern
• Education Level: Bachelor's degree
• Number of Employees: 11-50 employees