INTERNSHIP DETAILS
Wealth Management Internship: Spring 2027
CompanyWillis Johnson Wealth
LocationHouston
Work ModeOn Site
PostedSeptember 18, 2026

Internship Information
Core 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.
Internship Type
intern
Salary Range
$18 - $21
Company Size
57
Visa Sponsorship
No
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 Wealth?
Willis Johnson Wealth 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. WJW is also proud to be one of the Best Places to Work for Financial Advisors by Investment News.
Essential Responsibilities
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 Wealth?
Willis Johnson Wealth 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. WJW 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
- 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
- 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 relationsComplianceBusiness developmentResearchAnalysisOrganizational skills
Categories
Finance & AccountingManagement & LeadershipConsulting
Benefits
Medical insuranceDental insuranceVision insuranceDisability insuranceLife insurance401(k)Paid time off
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Must-Have Skills for This Role
Financial planningWealth managementInvestment researchData entryFinancial reporting