Wealth Management Internship: Summer 2026

Willis Johnson & Associates • Houston, TX

99d • $18 - $21

About The Position

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, where they receive technical training, one-on-one mentoring, and valuable networking opportunities. As a Wealth Management Intern, you’ll gain hands-on experience by contributing to strategy sessions, joining client meetings, and taking ownership of a key project. This role provides meaningful exposure to the wealth management profession while building the skills and confidence needed for a successful career.

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

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