Wealth Management Internship: Summer 2026
Willis Johnson & AssociatesHouston, Texas, United States
Posted October 2, 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 seeking 3-5 college Juniors, Seniors, or post-grad CFP® candidates for a Summer 2026 Wealth Management Internship. This internship offers hands-on experience in financial planning and wealth management through advisory team integration. Interns contribute to strategy sessions, client meetings, and projects, building skills and confidence in the profession.
Requirements
- 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
Benefits
- Medical
- Dental
- Vision
- Disability/Life Insurance
- 401(k)
- PTO