Wealth Management Internship: Summer 2026

Willis Johnson Wealth•Houston, TX

1d•Onsite

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

Nice To Haves

post-grad CFP® candidates

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