Residency Program Job Houston area,Texas USA,Finance & Banking

Position: Willis Johnson Wealth Residency Program
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, 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 WJW, 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