Willis Johnson Wealth Residency Program
Overview
Schedule
Full-time
Career level
Senior-level
Remote
On-site
Compensation
$75,000-$80,000/year
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Job Description
Future Opportunity: We are not actively hiring for this position at this time. We are keeping this posting open to connect with talented candidates for anticipated hiring needs in 2027. If this role aligns with your experience, we encourage you to apply so we can consider you when hiring resumes.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
- 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: $75,000 – $80,000/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 covers 80% of Health, Dental, and Vision insurance premiums for individuals and families.
- 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 Willis Johnson Wealth Residency Program Jobs at Willis Johnson Wealth
What is the work location for this position at Willis Johnson Wealth?
This job at Willis Johnson Wealth 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 Wealth?
Candidates can expect a pay range of $75,000 and $80,000 per year.
What employment applies to this position at Willis Johnson Wealth?
Willis Johnson Wealth lists this role as a Full-time position.
What experience level is required for this role at Willis Johnson Wealth?
Willis Johnson Wealth is looking for a candidate with "Senior-level" experience level.
What benefits are offered by Willis Johnson Wealth for this role?
Willis Johnson Wealth offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, Family/Dependent Health, Paid Holidays, Paid Vacation, Career Development, 401k Matching/Retirement Savings, and Health & Wellness Programs 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 Wealth?
You can apply for this role at Willis Johnson Wealth 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.