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
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.
- 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
- 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
Top Skills
What We Do
Willis Johnson & Associates is a registered investment advisor. Information presented is for educational purposes only.
It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies.
Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Insurance products and services are offered or sold through individually licensed and appointed agents in various jurisdictions.
Phone # (713) 439-1200
For additional information about FINRA/SIPC, please visit their websites:
http://www.finra.org/
http://www.sipc.org/
