Wealth Management Development Program: Summer 2026
Company: Willis Johnson & Associates
Location: Houston
Posted on: April 1, 2026
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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, you’ll 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 At the
end of the program, you’ll be prepared to pursue advancement as a
future financial advisor, operations leader, or tax professional.
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. Qualifications Bachelor’s 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 What We Offer Salary: $65,000 – $70,000/year, plus
10–15% 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
Keywords: Willis Johnson & Associates, Missouri City , Wealth Management Development Program: Summer 2026, Accounting, Auditing , Houston, Texas
