Wealth Management Client Development Specialist

Willis Johnson Wealth; Houston (TX); On-site; USD 70,000 - 140,000; Full time

Benefits offered by this job

Health insurance

401(k)

Paid time off

Job summary

Willis Johnson Wealth in Houston, TX seeks a Client Development Specialist to identify, nurture, and book prospects for our wealth management team. You will own the prospect relationship through the early sales cycle, performing warm calls and targeted emails to drive initial meetings.

The role emphasizes strong communication, objection handling, and collaboration with advisors to move prospects toward becoming clients, with a focus on growth in a fee‑only environment.

Qualifications

• Bachelor’s degree or equivalent.
• Inside sales experience preferred.
• Detail‑oriented with strong project management and prioritization skills; able to manage multiple stakeholders and projects simultaneously while maintaining quality work.
• Excellent verbal and written communication skills.

Responsibilities

• Identify and nurture prospects, book meetings, and manage the prospect relationship until they become clients.
• Make warm calls and emails to generate opportunities and schedule initial meetings.
• Coordinate with Wealth Management Advisors to answer questions and move prospects through the sales cycle.
• Prequalify prospects to ensure qualification standards are met and data is ready for advisors.
• Maintain prospect and outbound marketing lists and support campaigns and events.

Skills

Inside sales

Phone presence

Communication

Project management

Education

Bachelor’s degree or equivalent

Job description

Willis Johnson Wealth in Houston, TX seeks a Client Development Specialist to identify, nurture, and book prospects for our wealth management team. You will own the prospect relationship through the early sales cycle, performing warm calls and targeted emails to drive initial meetings.

The role emphasizes strong communication, objection handling, and collaboration with advisors to move prospects toward becoming clients, with a focus on growth in a fee‑only environment.