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 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

• 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