A strong interest in a career in wealth management or financial planning is required.
A demonstrated track record of initiative is required.
Strong technology, research, and organizational skills are required.
The candidate must enjoy research and analysis.
The candidate must be confident, poised, and professional in appearance.
The candidate must be capable of taking on creative challenges and meeting tight deadlines.
Responsibilities
Assist with preparation for client meetings by preparing investment review books, reviewing compliance paperwork, and preparing meeting summaries.
Help prepare financial plans, reviews, reports, and client presentations.
Perform investment and other project research.
Input data into eMoney and Morningstar financial planning software.
Observe client investment and planning meetings.
Perform stock compliance and trade review as needed.
Create and analyze performance reports for investment committee meetings.
Compile and research technical analysis using the Dorsey Wright Point & Figure methodology.
Attend weekly Financial Planning and Investment team meetings.
Learn how to identify qualified prospects for business development purposes as needed.
Desired Qualifications
A major in Finance, Business, Accounting, or Financial Planning is preferred.
Each year, we invite 3–5 college Juniors, Seniors, or post-grad CFP® candidates to explore a career in financial planning and wealth management through our Wealth Management Internship. Interns are fully integrated into one of our advisory teams, where they receive technical training, one-on-one mentoring, and valuable networking opportunities.
As a Wealth Management Intern, you’ll gain hands-on experience by contributing to strategy sessions, joining client meetings, and taking ownership of a key project. This role provides meaningful exposure to the wealth management profession while building the skills and confidence needed for a successful career.
Why Willis Johnson Wealth?
Willis Johnson Wealth 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 team 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. WJW is also proud to be one of the Best Places to Work for Financial Advisors by Investment News.
Essential Responsibilities
Assist in the preparation for client meetings by preparing a high volume of Investment Review books for clients, reviewing compliance paperwork, and meeting summaries
Help prepare financial plans, reviews, reports and client presentations
Perform investment and other project research
Input data into financial planning software (eMoney and Morningstar)
Observe client investment and planning meetings
Perform stock compliance and trade review, as needed
Create and analyze performance reports for investment committee meetings
Compile and research technical analysis using Dorsey Wright Point & Figure methodology
Attend weekly Financial Planning and Investment team meetings
Learn how to identify qualified prospects for business development purposes, as needed
Qualifications
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