Willis Johnson Wealth Residency Program
$65k - $70kWillis Johnson Wealth
Job Description
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
- 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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Vacancy posted 21 days ago
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