Wealth Management Internship: Mentorship & Real-World Experience

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

Benefits offered by this job

Mentorship Program

Paid Internship

Collaborative Teammates

Rewarding Work that Matters

Job summary

Willis Johnson Wealth invites college juniors, seniors, or CFP candidates to explore a career in wealth management through our Wealth Management Internship. Interns are integrated into an advisory team, receive training, one-on-one mentoring, and valuable networking opportunities.

We offer paid internships: undergraduates $18/hour and graduates/post‑grad $21/hour, plus a mentorship program, collaborative teammates, and growth-focused development.

Qualifications

• Finance, Business, Accounting, or Financial Planning major preferred.

Responsibilities

• Assist in client meeting prep including Investment Review books, 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

Tech skills

Research skills

Organizational skills

Initiative

Analysis

Education

Finance/Business/Accounting/Financial Planning major

GPA 3.2 minimum

Tools

eMoney

Morningstar

Job description

Willis Johnson Wealth invites college juniors, seniors, or CFP candidates to explore a career in wealth management through our Wealth Management Internship. Interns are integrated into an advisory team, receive training, one-on-one mentoring, and valuable networking opportunities.

We offer paid internships: undergraduates $18/hour and graduates/post‑grad $21/hour, plus a mentorship program, collaborative teammates, and growth-focused development.