Teams at Willis Johnson Wealth

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.

Supports wealth management advisory teams through client meeting preparation, financial plan and report development, investment and technical research, financial planning software data entry, compliance and trade reviews, performance analysis, and client meeting observation. Interns also participate in team meetings, business development research, and a key project while receiving technical training and mentorship.