Wealth Management Career Development Internship
3 days ago
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.
- 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.
- 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.
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