Willis Johnson & Associates · 4 months ago
Wealth Management Development Program: Summer 2026
Houston, TX
Internship
Onsite
Intern
$65K/yr - $70K/yr
Start in 2026 SummerWillis Johnson & Associates (WJA) is offering a Wealth Management Development Program designed to build the technical foundation and professional confidence for a career in wealth management. Participants will rotate through various stages of the client journey, gaining hands-on experience in client onboarding, operations, tax operations, portfolio management, and financial planning.
Financial ServicesImpact InvestingProfessional Services
Responsibilities
Client Onboarding – learn how new client relationships are established and supported
Client Operations – serve as “mission control” for paperwork, transfers, and custodial processes
Tax Operations – partner with our in-house CPA team during busy season to see tax strategies in action
Portfolio Management – contribute to reporting, trading, and investment analysis
Financial Planning – support advisors in developing comprehensive, client-centered financial plans
Qualification
Required
Bachelor's degree required (all majors considered; finance, economics, accounting, or business preferred)
Prior internships or experience in wealth management, financial planning, banking, or insurance is a plus
Strong organizational and problem-solving skills
Detail-oriented with the ability to manage multiple tasks and projects simultaneously
Strong interpersonal skills with a client-first mindset
Comfortable with technology (Excel, CRM systems, financial platforms)
Curious, motivated, and eager to learn in a fast-paced, team-oriented environment
Preferred
finance, economics, accounting, or business preferred
Benefits
401(k) with up to 7% employer contribution in year one, increasing to 10% with tenure
Employer-paid health, dental, vision, life, and disability insurance
Employer HSA contributions
11 paid holidays + 15 PTO days annually
Professional development support, certification incentives, and conference opportunities
A collaborative, supportive culture recognized as a Best Place to Work for Financial Advisors by Investment News
Company
Willis Johnson & Associates
Willis Johnson & Associates offers financial services like investment strategy, payroll, employee benefits and retirement planning.
Founded in 1996
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Willis Johnson
Founder and Senior Wealth Advisor
Recent News
2025-03-26
Company data provided by crunchbase