Teams at Willis Johnson Wealth

Owns day-to-day administration, support, integrations, automation, data quality, reporting, vendor management, and technology initiatives for a wealth management firm. The role administers CRM, portfolio accounting, tax, custodian, and Microsoft 365 systems; manages access and cybersecurity coordination; resolves issues; improves processes; builds Power BI reporting; automates manual work with Python or PowerShell; and supports compliance, documentation, and business continuity.

Build relationships with prospective wealth management clients through outbound calls, emails, follow-up, and needs-focused conversations. Educate prospects on financial planning services, maintain CRM records, collaborate with advisors, and advance opportunities through a structured development process. The role emphasizes communication, resilience, coachability, consistent execution, and continuous improvement. No prior sales experience is required, and training is provided.

Wealth management interns support client meeting preparation, financial plans, investment reviews, reports, presentations, research, compliance reviews, trade reviews, and performance analysis. They input data into eMoney and Morningstar, observe client meetings, contribute to investment committee materials, and participate in financial planning and investment team meetings. The role offers technical training, mentoring, networking, and hands-on exposure to financial planning and asset management.