Wealth Management Internship: Spring 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

A Wealth Management Intern gains practical experience in financial planning, assisting in client meetings, preparing financial plans, and conducting research. The internship offers technical training, mentorship, and networking opportunities in a fee-only wealth management environment.

Responsibilities

The intern will assist in preparing financial plans, investment review books, and client presentations while observing client meetings. They will also perform investment research, data entry into financial software, and support the investment committee with performance reports.

Qualifications

Client Communication Compliance Data Entry Financial Planning Investment Analysis Research

Candidates should be pursuing a degree in Finance, Business, Accounting, or Financial Planning with a minimum GPA of 3.2. Strong research, organizational, and technology skills are required, along with a professional demeanor and a clear interest in wealth management.

English

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Disability insurance
  • Life insurance
  • 401(k)
  • Paid time off

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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