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Wealth Management Internship Jobs in Spring, TX (NOW HIRING)

Jewish Family Service of Colorado

Intern

Houston, TX

$14.25 - $19/hr

Internships are intended to be positions that are for limited duration, with a maximum duration ten months. * Strong desire to gain further understanding of the global wealth management business.

RSM

Tax Manager - Ultra High Net Worth

Houston, TX · On-site

$106K - $138K/yr

Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer ... The salary range (or starting rate for interns and associates) for this role represents numerous ...

Crown Castle

Attorney, Corporate Governance

Houston, TX · On-site

$126K - $174K/yr

Provide assistance with respect to Corporate Secretary matters, including entity management ... We are proud to offer a full suite of health and wealth benefits for you and your loved ones. Below ...

CROWN CASTLE

Attorney, Corporate Governance

Houston, TX · Hybrid

$126K - $174K/yr

Provide assistance with respect to Corporate Secretary matters, including entity management ... We are proud to offer a full suite of health and wealth benefits for you and your loved ones. Below ...

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Wealth Management Internship information

What types of projects or tasks can I expect to work on during a Wealth Management Internship?

As a Wealth Management Intern, you'll typically assist with market research, portfolio analysis, creating client presentations, and supporting the administrative aspects of client accounts. You might also shadow experienced advisors during client meetings and help prepare financial plans or investment proposals. The role offers frequent opportunities to collaborate with teams across investment research, client service, and operations, providing a comprehensive view of how wealth management functions. These experiences are designed to help you develop practical industry skills and grow your professional network for potential future roles.

How to get a job in wealth management with no experience?

To start a career in wealth management with no experience, focus on gaining relevant skills such as financial analysis and client communication through online courses or certifications like the CFP. Entry-level roles often require a strong academic background and a willingness to learn, and internships or assistant positions can provide valuable industry exposure and networking opportunities.

What is a Wealth Management Internship job?

A Wealth Management Internship provides hands-on experience in financial planning, investment strategies, and client relationship management. Interns typically assist advisors with research, portfolio analysis, and administrative tasks while gaining insight into the industry. This role helps develop analytical, communication, and problem-solving skills crucial for a career in finance.

How much do JP Morgan wealth management interns make?

Wealth management interns at JP Morgan typically earn between $20 and $30 per hour, depending on location and experience. Interns often work full-time during the summer and may receive additional benefits or stipends based on the program structure.

What do you do as a wealth management intern?

A wealth management intern assists financial advisors by conducting research, preparing client reports, and analyzing investment portfolios. They gain experience in financial planning, client communication, and using tools like financial software, often working under supervision during a structured internship program.

What are the key skills and qualifications needed to thrive in the Wealth Management Internship position, and why are they important?

To thrive as a Wealth Management Intern, you need strong analytical skills, attention to detail, basic finance or economics coursework, and familiarity with investment principles. Proficiency in Microsoft Excel, financial modeling tools, and exposure to CRM systems like Salesforce are often expected. Effective communication, discretion, and a proactive attitude help interns succeed in client interactions and team collaboration. These skills are crucial for supporting advisors, conducting research, and building a foundation for a career in wealth management.

Is it hard to get a wealth management internship?

Securing a wealth management internship can be competitive, often requiring strong academic performance, relevant coursework, and interpersonal skills. Applicants with prior finance or client service experience and certifications like the Series 7 or 63 may have an advantage, and internships typically seek motivated candidates willing to learn and adapt in a professional environment.
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Wealth Management Internship jobs near you
Infographic showing various Wealth Management Internship job openings in Spring, TX as of July 2026, with employment types broken down into 2% Internship, 76% Full Time, 20% Part Time, 1% Temporary, and 1% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution.

Wealth Management Internship: Fall 2026

Willis Johnson Wealth

Houston, TX • On-site

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 2 days ago

Job description

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
What We offer
  • Paid Internships:
    • Undergraduates: $18/hour
    • Graduates, Post Grad, MBA: $21/hour
  • Collaborative, Positive Teammates
  • Mentorship Program
  • Rewarding Work that Matters

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