Wealth Management Internship: Summer 2027

Willis Johnson Wealth
Houston, Texas, United States
Intern
On Site
Trainee
USD 37,440 – 43,680
Bachelor Degree
Finance & Accounting Financial Services Insurance

Posted 1 month ago

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Excellent 4.7

Job summary

An internship position in wealth management tailored for college juniors, seniors, or post-grad CFP® candidates. Interns will gain hands-on experience in financial planning, client meetings, investment review, and research, with mentorship and professional growth opportunities.

Responsibilities

Prepare client meeting materials, financial plans, reports, and presentations; conduct investment and project research; and enter data into financial planning software. Observe client meetings, assist with compliance and trade reviews, analyze investment performance, contribute technical analysis, and attend team meetings.

Qualifications

Client Communication Compliance Review Data Entry Financial Planning Financial Software (eMoney, Morningstar) Investment Research Research and Analysis Technical Analysis

Candidates should be finance, business, accounting, or financial planning majors, with a minimum GPA of 3.2, and a strong interest in wealth management or financial planning. The role calls for initiative, technology and research skills, organization, analytical ability, professionalism, and the ability to handle creative challenges and tight deadlines.

English

Benefits

  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Disability Insurance
  • Life Insurance
  • 401(k)
  • Paid Time Off
  • Mentorship Program
  • Continuing Education Support
  • Educational Conference Support

Company

Willis Johnson Wealth

Willis Johnson Wealth

linkedin
Investment Management
Location
Houston, Texas, United States

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Excellent 4.7
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