Wealth Management Career Development Internship

3 days ago


Houston, Texas, United States Willis Johnson & Associates Full time
Job Description

We are seeking a talented and motivated individual to join our team as a Wealth Management Intern at Willis Johnson & Associates, a fast-growing and award-winning wealth management firm specializing in corporate executives and professionals.

Key Responsibilities
  • Assist in the preparation of client meetings by reviewing compliance paperwork and meeting summaries.
  • Help develop financial plans, reviews, and reports for clients.
  • Conduct research on investments and other projects.
  • Input data into financial planning software, including eMoney and Morningstar.
  • Observe client investment and planning meetings.
  • Perform stock compliance and trade review, as needed.
  • Compile and analyze performance reports for investment committee meetings.
  • Research and analyze technical data using Dorsey Wright Point & Figure methodology.
  • Participate in weekly Financial Planning and Investment team meetings.
Qualifications
  • Bachelor's degree in Finance, Business, Accounting, or Financial Planning, or related field.
  • Minimum GPA of 3.2 required.
  • Strong interest in a career in Wealth Management or Financial Planning.
  • Demonstrated track record of initiative and strong organizational skills.
  • Excellent research and analysis abilities.
  • Confident and professional demeanor.
  • Capable of working in-person in Houston, TX.
What We Offer
  • Paid internship with a competitive hourly rate.
  • Collaborative and positive work environment.
  • Mentorship program to support professional growth.
  • Rewarding work that makes a meaningful impact.


  • Houston, Texas, United States Willis Johnson & Associates Full time

    Unlock Your Potential as a Wealth Management ExpertWe are seeking an ambitious and talented Wealth Management Professional to join our dynamic team at Willis Johnson & Associates. This exciting role offers the opportunity to work closely with senior wealth managers in preparing and implementing client financial strategies, plans, and analysis.About Our...


  • Houston, Texas, United States Truist Inc Full time

    The role of Senior Wealth Management Professional at Truist Inc is a high-level position that requires exceptional skills and expertise in managing affluent clients' financial portfolios. The primary goal is to provide personalized, tailored wealth management services to high net worth individuals, leveraging a deep understanding of their financial needs and...


  • Houston, Texas, United States Goldman Sachs Full time

    About the Role:">As a Senior Wealth Management Advisor at Goldman Sachs, you will be responsible for providing personalized wealth management plans to affluent individuals and families.">Responsibilities:">Maintain a thorough understanding of Personal Financial Management, including the Advice delivery process, Money Mind, Honest Conversations, and the 6...


  • Houston, Texas, United States Hilcorp Full time

    Internship Opportunity at HilcorpHilcorp offers a dynamic internship program to students pursuing a career in petroleum geoscience. As a leading oil and gas company, we are committed to developing the next generation of professionals who share our values and passion for innovation.About the InternshipThis 10-week internship is designed to provide hands-on...


  • Houston, Texas, United States Corient Private Wealth LLC Full time

    About Corient Private Wealth LLCCorient Private Wealth LLC is one of the fastest-growing wealth management platforms in the United States, serving more than 10,000 clients and managing over $100 billion of assets through offices located across the country.


  • Houston, Texas, United States GPAC Full time

    Estate and Trust Manager PositionOverview:A talented and experienced Estate and Trust Manager is sought by our firm to work on a variety of challenging projects, balancing work-life balance with career advancement prospects.Benefits include:Diverse projects with varied clientele.Maintain a healthy work-life balance with career advancement support.Health...


  • Houston, Texas, United States Nabors Industries Full time

    About Nabors IndustriesNabors is a leading provider of advanced technology for the energy industry, with operations in about 20 countries. The company has established a global network of people, technology, and equipment to deploy solutions that deliver safe, efficient, and responsible hydrocarbon production.Job DescriptionWe are seeking a talented...


  • Houston, Texas, United States Willis Johnson & Associates Full time

    Job OverviewWe are seeking a highly skilled Tax Manager to join our dynamic team at Willis Johnson & Associates.About the RoleThe ideal candidate will have extensive experience in tax planning, preparation, and compliance for individuals, trusts, estates, and small businesses. They will be responsible for managing client relationships, estimating taxes, and...


  • Houston, Texas, United States East End Transfer Full time

    We are seeking a talented Junior Business Development Specialist to support our Sales Manager in various specialized areas.This role is ideal for students pursuing careers in IT Coding, Accounting, or Marketing who need internship hours for their academic program.As a Junior Business Development Specialist, you will have the opportunity to gain valuable...


  • Houston, Texas, United States Quanta Services Full time

    **About Quanta Services**We are a leading infrastructure solutions provider, driving the energy transition and powering modern life. Our skilled workforce is dedicated to building the infrastructure that supports the energy transition.**Our Mission**We strive to connect people and power by providing innovative solutions for the utility, renewable energy,...


  • Houston, Texas, United States Management Controls Full time

    Unlock Career Growth with Management ControlsAt Management Controls, Inc. (MCi), we're on a mission to revolutionize contractor data and spend management solutions. As an Account Executive, you'll play a pivotal role in expanding our existing or current business performance at the account level.We're looking for a results-driven individual who can establish...


  • Houston, Texas, United States BOK Financial Full time

    Join the Accelerated Career Track at BOK FinancialAre you looking for a career in financial services? Do you want to gain broad-based knowledge of our industry and organization?The Affiliated Institutions: BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. offers an accelerated rotational development program designed for...


  • Houston, Texas, United States Love's Travel Stops Full time

    Love's Travel StopsOverview of the Company: We are a family-based company, committed to adhering to our values. Ensuring that each of our people succeeds is central to these values.Salary and Benefits:We offer an estimated salary of $18.00 per hour (paid weekly) for this 11-week program with a total of 440 hours. As a merit-based culture, we champion...


  • Houston, Texas, United States Doeren Mayhew CPAs and Advisors Full time

    Job OverviewAs a Top 100 firm, Doeren Mayhew is dedicated to discovering talented individuals to join our summer internship program. We offer a dynamic and engaging internship experience for students eager to pursue a career in public accounting.Responsibilities and ExpectationsParticipate in numerous engagement teams with seasoned audit professionals to...


  • Houston, Texas, United States Catalyst Career Group Full time

    Catalyst Career Group is seeking an ambitious and results-driven Senior Business Development Representative to join our team. In this exciting role, you will be responsible for developing and qualifying new clients within respective territories or vertical markets.As a Senior Business Development Representative, you will create sales proposals that...


  • Houston, Texas, United States Employee Owned Holdings, Inc. Full time

    About the RoleWe are seeking a talented and ambitious individual to join our 100% employee-owned company as a Hydraquip Summer Rotational Intern. This internship provides a unique opportunity to gain hands-on experience in various departments, including Service & Repair, Engineering, Production, Inside Sales, Outside Sales, and Shipping & Receiving.As a...


  • Houston, Texas, United States AllianceBernstein Holding L.P. Full time

    Unlock Career Growth with Bernstein Private Wealth ManagementBernstein Private Wealth Management, a leading investment management firm, seeks driven professionals to join our team as Elite Client Service Associates. As an industry leader in wealth management, we prioritize developing high-caliber talent and offer unparalleled career growth...


  • Houston, Texas, United States EnerMech Full time

    About EnerMechWe are a dynamic company driven by innovation and teamwork. Our mission is to create a sustainable future through cutting-edge solutions.Competitive Compensation PackageThis Industrial Engineer Internship offers a competitive salary, reflecting the value we place on our interns' skills and dedication. The estimated salary for this position is...


  • Houston, Texas, United States Favorite Healthcare Staffing Full time

    Thriving as a Labor and Delivery Registered Nurse with Favorite Healthcare StaffingAt Favorite Healthcare Staffing, we pride ourselves on forging meaningful connections between skilled healthcare professionals like you and the best possible job opportunities. Our expert recruiters are dedicated to understanding what drives your passion for delivering...


  • Houston, Texas, United States MI Homes Full time

    Job OverviewM/I Homes is a leading homebuilding company seeking an intern to gain hands-on experience in various departments.Estimated Salary: $20-$25 per hourThe internship provides exposure to multiple career paths, including land acquisition, construction, sales, design, permitting, purchasing, customer care, and financing.We are looking for a motivated...