Willis Johnson Wealth Residency Program

About the role

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:

Responsibilities

• 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

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