Wealth Management Development Program: Summer 2026
Willis Johnson & AssociatesHouston, Texas, United States
Posted September 12, 2025
65000 - 70000 USD year
Full Time
About the Company
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.
Job Description
The Willis Johnson & Associates Wealth Management Development Program is a two-year structured program designed to build technical and professional skills for a long-term career in wealth management. Participants will rotate through various roles, including Client Onboarding, Tax Operations, Portfolio Management, and Financial Planning, and will be prepared for advancement. The program emphasizes consultative practices, detail orientation, methodology, collaboration, and a proactive mindset.
Requirements
- Bachelor’s degree (all majors considered)
- Strong organizational and problem-solving skills
- Detail-oriented with time management skills
- Strong interpersonal and client-centric skills
- Comfort with technology (Excel, CRM systems, financial platforms)
- Curiosity, motivation, and a willingness to learn
Benefits
- Salary
- 401(k) with employer contribution
- Health, dental, vision, life, and disability insurance
- HSA contributions
- Paid holidays
- Paid PTO
- Professional development support
- Certification incentives
- Conference opportunities