Wealth Management Development Program: Summer 2026
Wealth Management Development Program: Summer 2026
Posted on :
14-09-2025
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1 Vacancy
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Job Description
The Willis Johnson & Associates (WJA) 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 youll 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
Our Culture & What We Value
At WJA we believe that how we work matters as much as what we do. Our culture is built around five values and we look for team members who embody these behaviors:
- 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.
- Bachelors 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: $65000 $70000/year plus 1015% 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
Required Experience:
Junior IC
Employment Type
Full-Time
Key Skills
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