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Willis Johnson & Associates · 3 months ago

Wealth Management Internship: Summer 2026

Houston, TX

Internship

Onsite

Intern

$18/hr - $21/hr

Start in 2026 Summer

Willis Johnson & Associates is a fast growing, award winning wealth management firm specializing in corporate executives and professionals. They are seeking college Juniors, Seniors, or post-grad CFP® candidates for their Wealth Management Internship, where interns will gain hands-on experience by contributing to strategy sessions, joining client meetings, and taking ownership of a key project.

Financial ServicesImpact InvestingProfessional Services

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

Qualification

Financial PlanningInvestment ResearchData AnalysisFinancial Planning SoftwareResearch SkillsProfessional AppearanceOrganizational SkillsCreative Problem Solving