The Role
Wealth management interns support client meeting preparation, financial plans, investment reviews, reports, presentations, research, compliance reviews, trade reviews, and performance analysis. They input data into eMoney and Morningstar, observe client meetings, contribute to investment committee materials, and participate in financial planning and investment team meetings. The role offers technical training, mentoring, networking, and hands-on exposure to financial planning and asset management.
Summary Generated by Built In
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
Skills Required
- Minimum GPA of 3.2
- Finance, Business, Accounting, or Financial Planning major
- Strong technology, research, and organizational skills
- Demonstrated track record of initiative
- Strong interest in a career in wealth management or financial planning
- Enjoys research and analysis
- Confident, poised, and professional appearance
- Ability to take on creative challenges and tight deadlines
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The Company
What We Do
Willis Johnson Wealth is a fee-only fiduciary wealth management and financial planning firm serving corporate executives and professionals, including employees of major energy companies. It helps clients manage compensation and benefits, reduce taxes, plan for retirement, and invest strategically. The firm also provides in-house CPA and tax-preparation services, operating without product sales or commissions and emphasizing client-first advice through personalized long-term strategies.
