Willis Johnson Wealth Residency Program at Willis… · Houston

Summary: Willis Johnson Wealth is a company dedicated to wealth management, and they are seeking candidates for their structured two-year Wealth Management Development Program. This program provides hands-on exposure to various stages of the client journey, including client onboarding, operations, tax strategies, portfolio management, and financial planning, preparing participants for future roles in financial advising, operations, or tax professions. 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 Required Qualifications: - Bachelor's degree required (all majors considered) - 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 Preferred Qualifications: - finance, economics, accounting, or business preferred - Prior internships or experience in wealth management, financial planning, banking, or insurance is a plus Required Skills: Financial Planning, Wealth Management, Insurance, Excel, CRM systems, Financial platforms Benefits: 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