The Role
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.
Summary Generated by Built In
At Willis Johnson Wealth, we’re growing—and we’re looking for motivated individuals to join our Client Development team.
This role is designed for people who are strong communicators, highly coachable, and motivated to build a long-term career in financial services. You do not need prior sales experience to succeed here.
In fact, some of our top performers come from backgrounds like teaching, athletics, coaching, hospitality, and other people-focused roles. They succeed because they know how to connect with others, follow a process, and stay resilient through challenges.
If you’re someone who enjoys working with people, takes pride in doing things the right way, and is motivated to grow, we’ll provide the training and support to help you succeed.
Why Willis Johnson Wealth?
Willis Johnson Wealth is a fast-growing, award-winning wealth management firm specializing in corporate executives and professionals. We help our clients optimize their personal financial lives—from compensation and benefits strategy to tax mitigation, retirement planning, investments, and insurance. And with everything we recommend, we put our clients first—always.
No product sales. No commissions. Straight fee-only financial planning and asset management.
The same way we take care of our clients, we invest in our team. We provide a very competitive benefits package including medical, dental, vision, disability/life insurance, 401(k), and PTO. We pride ourselves on supporting personal and professional growth. We encourage continued education for all employees and support participation in educational conferences and events. We’re tech-forward and trust our team to get their jobs done without micromanaging.
Responsibilities
Qualifications
We’re less focused on where you’ve worked and more focused on how you work.
You may be a strong fit if you:
Backgrounds that often do well in this role include:
Compensation & Benefits
What Makes Someone Successful Here
At Willis Johnson Wealth, we build our team around the principles outlined by Patrick Lencioni. Our most successful team members are:
Apply
If you’re looking for a role where you can build valuable skills, grow your career, and be part of a high-performing team, we encourage you to apply.
This role is designed for people who are strong communicators, highly coachable, and motivated to build a long-term career in financial services. You do not need prior sales experience to succeed here.
In fact, some of our top performers come from backgrounds like teaching, athletics, coaching, hospitality, and other people-focused roles. They succeed because they know how to connect with others, follow a process, and stay resilient through challenges.
If you’re someone who enjoys working with people, takes pride in doing things the right way, and is motivated to grow, we’ll provide the training and support to help you succeed.
Why Willis Johnson Wealth?
Willis Johnson Wealth is a fast-growing, award-winning wealth management firm specializing in corporate executives and professionals. We help our clients optimize their personal financial lives—from compensation and benefits strategy to tax mitigation, retirement planning, investments, and insurance. And with everything we recommend, we put our clients first—always.
No product sales. No commissions. Straight fee-only financial planning and asset management.
The same way we take care of our clients, we invest in our team. We provide a very competitive benefits package including medical, dental, vision, disability/life insurance, 401(k), and PTO. We pride ourselves on supporting personal and professional growth. We encourage continued education for all employees and support participation in educational conferences and events. We’re tech-forward and trust our team to get their jobs done without micromanaging.
Responsibilities
- Learn and execute a structured client development process designed to build meaningful relationships
- Engage with prospective clients through outbound calls, emails, and follow-up communication
- Lead thoughtful conversations to understand client needs and financial goals
- Educate prospects on our services and how we help clients make informed financial decisions
- Maintain consistent follow-up and relationship-building over time
- Collaborate with financial advisors and internal teams to move opportunities forward
- Accurately track activity and progress within CRM systems
- Continuously improve through coaching, feedback, and performance metrics
Qualifications
We’re less focused on where you’ve worked and more focused on how you work.
You may be a strong fit if you:
- Are a clear, confident communicator who enjoys engaging with people
- Demonstrate resilience and a positive attitude, even when facing rejection
- Are highly coachable and open to feedback
- Take ownership of your work and follow through consistently
- Thrive in a structured, process-driven environment
- Are motivated to learn and grow in a performance-based role
- Bring a competitive mindset—whether from academics, athletics, or professional experience
Backgrounds that often do well in this role include:
- Teachers and educators
- Former athletes or team leaders
- Coaches or trainers
- Hospitality professionals (servers, bartenders, hotel staff)
- Military veterans
- Recruiters or other client-facing roles
- Recent graduates with strong leadership experience
Compensation & Benefits
- On-Target Earnings (Base + Performance Bonus): $90,000–$140,000/year
- Base Salary: $70,000
- Performance bonus with targets of 75–125% of annual salary
- 401(k) plan with opportunities to earn up to 7% the first year and 10% with tenure
- Opportunities for the best and brightest to buy in and become owners over time
- 11 paid holidays and 15 PTO days
- Employer covers 80% of Health, Dental, and Vision insurance premiums for individuals and families.
- Employer HSA contributions
- Employer-paid Life and Long-Term Disability
What Makes Someone Successful Here
At Willis Johnson Wealth, we build our team around the principles outlined by Patrick Lencioni. Our most successful team members are:
- Humble – team-oriented and open to feedback
- Hungry – driven, proactive, and motivated to improve
- People-smart – aware, thoughtful, and strong communicators
Apply
If you’re looking for a role where you can build valuable skills, grow your career, and be part of a high-performing team, we encourage you to apply.
Skills Required
- Clear, confident communication skills and enjoyment of engaging with people
- Resilience and a positive attitude when facing rejection
- Highly coachable and open to feedback
- Ownership, consistent follow-through, and accountability
- Ability to thrive in a structured, process-driven environment
- Motivation to learn and grow in a performance-based role
- Competitive mindset demonstrated through academics, athletics, leadership, or professional experience
- Prior sales experience
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The Company
What We Do
Willis Johnson Wealth is a fee-only fiduciary wealth management and financial planning firm serving corporate executives and professionals, including employees of major energy companies. It helps clients manage compensation and benefits, reduce taxes, plan for retirement, and invest strategically. The firm also provides in-house CPA and tax-preparation services, operating without product sales or commissions and emphasizing client-first advice through personalized long-term strategies.
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