Wealth Management Internship - Hands-On Mentorship

Willis Johnson Wealth; Houston (TX); On-site; USD 25,000 - 29,000; Part time

Benefits offered by this job

Paid Internship

Mentorship Program

Medical Insurance

Dental Insurance

Vision Insurance

Disability/Life Insurance

401(k)

PTO

Job summary

Willis Johnson Wealth invites 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 integrated into advisory teams with training, mentoring, and networking opportunities.

As an intern, you’ll gain hands-on experience by contributing to strategy sessions, joining client meetings, and owning a key project.

Qualifications

• 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.

Skills

Research and analysis

Technology proficiency

Organizational skills

Education

Finance/Business/Accounting/Financial Planning major

GPA 3.2

Tools

eMoney

Morningstar

Dorsey Wright

Job description

Willis Johnson Wealth invites 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 integrated into advisory teams with training, mentoring, and networking opportunities.

As an intern, you’ll gain hands-on experience by contributing to strategy sessions, joining client meetings, and owning a key project.