Willis Johnson Wealth Residency 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

The Willis Johnson Wealth (WJW) Wealth Management Development Program is a structured two-year rotational experience designed to build the technical foundation and professional confidence needed for a long-term career in wealth management.

During the program, you’ll gain hands‑on exposure to every stage of the client journey, rotating across:

• Client Onboarding – learn how new client relationships are established and supported
• Client Operations – serve as “mission control” for paperwork, transfers, and custodial processes
• Tax Operations – partner with our in‑house CPA team during busy season to see tax strategies in action
• Portfolio Management – contribute to reporting, trading, and investment analysis
• Financial Planning – support advisors in developing comprehensive, client‑centered financial plans

At the end of the program, you’ll be prepared to pursue advancement as a future financial advisor, operations leader, or tax professional.

Our Culture & What We Value

• Consultative – You listen first, ask thoughtful questions, and guide clients and colleagues with empathy and clarity.
• Technical – You pursue depth of knowledge, whether in financial planning, investments, or systems, and strive to master the details.
• Methodical – You bring structure and discipline, ensuring processes are precise, consistent, and reliable.
• Collaborative – You thrive in a team environment, sharing credit, supporting others, and believing that collective success is the goal.
• Proactive – You anticipate needs, take initiative without being asked, and keep projects moving forward.

Qualifications

• Bachelor’s degree required (all majors considered; finance, economics, accounting, or business preferred)
• Prior internships or experience in wealth management, financial planning, banking, or insurance is a plus
• Strong organizational and problem‑solving skills
• Detail‑oriented with the ability to manage multiple tasks and projects simultaneously
• Strong interpersonal skills with a client‑first mindset
• Comfortable with technology (Excel, CRM systems, financial platforms)
• Curious, motivated, and eager to learn in a fast‑paced, team‑oriented environment

What We Offer

• Salary: $65,000 – $70,000/year, plus 10–15% discretionary performance bonus (paid bi‑annually)
• 401(k) with up to 7% employer contribution in year one, increasing to 10% with tenure
• Employer‑paid health, dental, vision, life, and disability insurance
• Employer HSA contributions
• 11 paid holidays + 15 PTO days annually