Wealth Management Development Program: Summer 2026
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Overview
Schedule
Full-time
Career level
Senior-level
Compensation
$65,000-$70,000/year
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Job Description
The Willis Johnson & Associates (WJA) 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
- 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.
- 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
- 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
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FAQs About Wealth Management Development Program: Summer 2026 Jobs at Willis Johnson & Associates
What is the work location for this position at Willis Johnson & Associates?
This job at Willis Johnson & Associates is located in Houston, TX, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Willis Johnson & Associates?
Candidates can expect a pay range of $65,000 and $70,000 per year.
What employment applies to this position at Willis Johnson & Associates?
Willis Johnson & Associates lists this role as a Full-time position.
What experience level is required for this role at Willis Johnson & Associates?
Willis Johnson & Associates is looking for a candidate with "Senior-level" experience level.
What benefits are offered by Willis Johnson & Associates for this role?
Willis Johnson & Associates offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Life Insurance, Paid Holidays, Paid Vacation, Career Development, and 401k Matching/Retirement Savings for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Willis Johnson & Associates?
You can apply for this role at Willis Johnson & Associates either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.