Wealth Management Internship: Summer 2026 at Willis… · Houston

Summary: Willis Johnson & Associates is a fast growing, award winning, wealth management firm specializing in corporate executives and professionals. 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. 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 Required Qualifications: - 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 Preferred Qualifications: - Finance, Business, Accounting, or Financial Planning major preferred Required Skills: Financial Planning, Wealth Management, Investment Research, Financial Analysis, Financial Planning Software, eMoney, Morningstar, Dorsey Wright Point & Figure Methodology, Research Internship Start Date: Start in 2026 Summer Benefits: Medical, Dental, Vision, Disability/life insurance, 401(k), PTO, Mentorship Program