Willis Johnson Wealth Residency Program

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

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

HSA contributions

401(k) match

Paid holidays

PTO

Professional development

Conference opportunities

Best Place to Work

Job summary

Willis Johnson Wealth (WJW) invites you to join the Wealth Management Development Program in Houston, a two-year rotational experience designed to build the technical foundation and professional confidence for a long-term career in wealth management. During rotations, you’ll gain hands-on exposure to onboarding, operations, tax processes, portfolio management, and comprehensive financial planning.

The program prepares you for advancement as a future advisor, operations leader, or tax

Qualifications

• Bachelor’s degree required; all majors considered; finance/economics/accounting or business preferred
• Internships or experience in wealth management/financial planning/banking/insurance is a plus
• Strong organizational and problem-solving skills
• Detail-oriented with 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

Responsibilities

• Gain hands-on exposure to every stage of the client journey across five rotations: onboarding, operations, tax operations, portfolio management, and financial planning
• Support advisors in developing comprehensive, client-centered financial plans
• Contribute to reporting, trading, and investment analysis
• Assist with paperwork, transfers, custodial processes, and client communications

Skills

Organizational skills

Problem-solving

Detail-oriented

Interpersonal skills

Tech-savvy

Curious

Education

Bachelor’s degree

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

At WJW, we believe that how we work matters as much as what we do. Our culture is built around five values, and we look for team members who embody these behaviors:

• 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
• Professional development support, certification incentives, and conference opportunities
• A collaborative, supportive culture recognized as a Best Place to Work for Financial Advisors by Investment News