Wealth Management Rotational Associate Program

Willis Johnson Wealth; Houston (TX); On-site; USD 65,000 - 70,000; Full time

Benefits offered by this job

401(k) with employer contribution

Employer-paid health, dental, vision insurance

Paid holidays and PTO days

Job summary

Willis Johnson Wealth in Houston offers a structured Wealth Management Development Program designed for recent graduates. Participants will engage in a two-year rotational experience, gaining hands-on knowledge across client onboarding, operations, tax strategies, portfolio management, and financial planning. Ideal candidates are detail-oriented, possess strong problem-solving skills, and are eager to learn in a fast-paced team environment. A competitive salary of $65,000–$70,000 plus bonuses and robust benefits including 401(k) and comprehensive insurance are provided.

Qualifications

• Bachelor’s degree required, preferably in finance, economics, accounting, or business.
• Prior internships or experience in wealth management or financial planning is a plus.
• Ability to manage multiple tasks and projects simultaneously.

Responsibilities

• Gain hands-on exposure to client onboarding and operations.
• Partner with in-house CPA team during tax season.
• Contribute to reporting, trading, and investment analysis.

Skills

Strong organizational and problem‑solving skills

Detail-oriented

Strong interpersonal skills

Comfortable with technology

Curious and motivated

Education

Bachelor’s degree (all majors considered)

Tools

Excel

CRM systems

Financial platforms

Job description

Willis Johnson Wealth in Houston offers a structured Wealth Management Development Program designed for recent graduates. Participants will engage in a two-year rotational experience, gaining hands-on knowledge across client onboarding, operations, tax strategies, portfolio management, and financial planning. Ideal candidates are detail-oriented, possess strong problem-solving skills, and are eager to learn in a fast-paced team environment. A competitive salary of $65,000–$70,000 plus bonuses and robust benefits including 401(k) and comprehensive insurance are provided.