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INTERNSHIP DETAILS

Wealth Management Internship: Summer 2026

CompanyWillis Johnson Wealth

LocationHouston

Work ModeOn Site

PostedApril 29, 2026

Internship Information

Core Responsibilities

Interns will assist advisory teams by preparing financial plans, investment review books, and client presentations. They will also participate in strategy sessions, observe client meetings, and conduct research to support the firm's financial planning and investment activities.

Internship Type

intern

Salary Range

$18 - $21

Company Size

Visa Sponsorship

Language

English

Working Hours

40 hours

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About The Company

We are a fee-only fiduciary financial planning firm serving corporate professionals and executives, with particular experience working with individuals employed at companies such as Shell, Chevron, and BP. Our advisors provide consultative guidance, education, and implementation support to help clients navigate complex financial decisions with greater clarity. We offer comprehensive financial planning, along with in-house tax preparation, to deliver a more coordinated approach across key areas of a client’s financial life. In response to the needs of corporate professionals, our team has developed experience in: Employer compensation and benefits, including pensions, long-term incentive plans (LTIPs), 401(k) planning, and deferred compensation programs Tax planning and preparation considerations for high-income professionals across different stages of their careers Stock compensation, diversification considerations, and related tax implications Foreign filing considerations and compliance for expatriates and U.S. taxpayers working internationally Our approach focuses on helping clients make informed decisions by aligning financial strategies with their individual goals and circumstances. We currently manage over $2 billion in client assets for individuals and families across the country. As a fee-only firm, we do not sell products or earn commissions, which helps align our interests with those of our clients. In all we do, we aim to simplify the financial planning process and provide clear, thoughtful guidance. All recommendations are tailored to each client’s unique situation, and there is no guarantee that any strategy will achieve its intended results. If you are interested in learning more, we welcome the opportunity to discuss your specific needs and goals. https://wjohnsonwealth.com/contact-us

About the Role

Each year, we invite 3–5 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 fully integrated into one of our advisory teams, where they receive technical training, one-on-one mentoring, and valuable networking opportunities.

As a Wealth Management Intern, you’ll gain hands-on experience by contributing to strategy sessions, joining client meetings, and taking ownership of a key project. This role provides meaningful exposure to the wealth management profession while building the skills and confidence needed for a successful career.

Why Willis Johnson & Associates?

Willis Johnson & Associates is a fast growing, award winning, wealth management firm specializing in corporate executives and professionals. We help our clients optimize everything in their personal financial lives from compensation and benefit strategy to tax mitigation, from retirement planning to investments. We also have an in-house CPA team to provide tax preparation for our clients that need it. And with everything we recommend, we put our clients first—all the time, every time. No product sales. No commissions. Straight fee-only financial planning and asset management.

The same way we take care of our clients, we invest in our team. Aside from providing a very competitive benefits package including medical, dental, vision, disability/life insurance, 401(k), and PTO, we pride ourselves in supporting personal and professional growth. We encourage and incentivize continued education for all employees and support their participation in educational conferences and events. WJA is also proud to be one of the Best Places to Work for Financial Advisors by Investment News.

Essential 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

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

What We offer

Paid Internships:
- Undergraduates: $18/hour
- Graduates, Post Grad, MBA: $21/hour
Collaborative, Positive Teammates
Mentorship Program
Rewarding Work that Matters

Key Skills

Financial planningWealth managementInvestment researchData entryFinancial reportingTechnical analysisClient meeting preparationCompliance reviewResearchOrganizational skillsCommunicationAnalytical skills