Wealth Management Internship: Spring 2026
Willis Johnson & AssociatesHouston, Texas, United States
Posted September 12, 2025
36000 - 42000 USD year
Internship
About the Company
Willis Johnson & Associates is a fee-only fiduciary financial planning firm specializing in corporate professionals and executives from energy companies like Shell, Chevron, and BP. We offer holistic financial planning, tax preparation, and specialized expertise in compensation packages, stock compensation, foreign filing considerations, and more to help clients maximize their assets and minimize taxes. Our focus on quality advice without product sales, hidden fees, or commissions ensures that clients achieve their financial goals with confidence and simplicity.
Job Description
Willis Johnson & Associates is offering three-year internships for juniors, seniors, and post-grad CFP Certificants. The intern will join an advisory team and receive training, mentorship, and networking opportunities in wealth management and financial planning. Internship responsibilities include client meetings, strategy sessions, and project leadership. The firm focuses on corporate clients with a strong in-house CPA team.
Requirements
- Finance, Business, Accounting, or Financial Planning major preferred
- Minimum GPA of 3.2
- Highly interested in a career in Wealth Management or Financial Planning
- Demonstrated track record of initiative
- Strong technology, research and organizational skills
- Confident, poised and professional in appearance
- Capable of taking on creative challenges and tight deadlines
Benefits
- Medical
- Dental
- Vision
- Disability/Life Insurance
- 401(k)
- PTO
- Professional development opportunities
- Educational funding
- Competitive compensation
