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Wealth Management Intern

Salary

$0.018k - $0.021k

Min Experience

0 years

Location

remote, onsite, Houston, Texas, United States

JobType

internship

About the job

Info This job is sourced from a job board

About the role

Three times each year we invite 3-5 college Juniors, Seniors or post-grad CFP Certificants to explore the career of financial planning and wealth management through our unique Protege Program. The intern joins one of our advisory teams and receives technical training, one-on-one mentoring and networking opportunities. The Wealth Management Intern explores a career in wealth management and financial planning by taking on challenging and exciting responsibilities. The intern participates in strategy sessions, client meetings, and takes the lead responsibility of one key project. It is from our Protege Program that we

About the company

Willis Johnson & Associates 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 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. WJA is also proud to be one of the Best Places to Work for Financial Advisors by Investment News.

Skills

financial planning
wealth management