Willis Johnson & Associates is a fee-only fiduciary financial planning firm specializing in corporate professionals and executives from energy companies like Shell, Chevron, and BP. We offer holistic financial planning, tax preparation, and specialized expertise in compensation packages, stock compensation, foreign filing considerations, and more to help clients maximize their assets and minimize taxes. Our focus on quality advice without product sales, hidden fees, or commissions ensures that clients achieve their financial goals with confidence and simplicity.
Open Positions
Senior Digital Marketing Manager
8-10 yrs digital marketing exp. HubSpot expertise is key. Proven pipeline growth experience with LinkedIn & Meta ads. Strategic mindset & data-driven approach
Content Creation Specialist
2-4 years of experience in digital marketing, video production, or content creation, strong proficiency in content creation tools, and a Bachelor’s degree in Marketing, Digital Media, Graphic Design, or related field
Marketing Internship: Spring 2026
Bachelor's degree in Marketing or related field. Strong skills in design and communication. Proficiency in Canva or similar software
Wealth Management Internship: Summer 2026
Bachelor's degree in Finance, Business, Accounting or Financial Planning. GPA of 3.2. Track record of initiative and strong research/organizational skills
Wealth Management Development Program: Summer 2026
Bachelor’s degree needed, plus a finance, economics, or business major. Strong organizational and problem-solving skills and attention to detail are key. IT skills are needed
Tax Internship: Spring 2027
Accounting or Finance major with interest in Tax. Strong initiative & organizational skills. Proficiency with tech & research
Wealth Manager
Bachelor’s degree in Finance, Business, Accounting or Financial Planning required. Five or more years of experience in financial services industry required. CFP®, CFA®, or CPA designation required
Financial Planning Analyst
Bachelor's degree in Finance, Business, Accounting or Financial Planning, 1-3 years of experience, and currently pursuing either CFP, CFA, or CPA designation
Associate Wealth Manager
3+ years of experience, Bachelor's degree, CFP, CFA, or CPA designation, Series 65 securities license
Wealth Management Internship: Spring 2026
Bachelor's degree in finance or related field preferred. 3.2 GPA and demonstrated initiative. Strong tech and organizational skills are key
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