Willis Johnson Wealth Residency Program

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 #J-18808-Ljbffr Willis Johnson Wealth