Talent.com
Wealth Management Development Program: Summer 2026
Wealth Management Development Program: Summer 2026Willis Johnson & Associates • Houston, TX, US
Wealth Management Development Program: Summer 2026

Wealth Management Development Program: Summer 2026

Willis Johnson & Associates • Houston, TX, US
30+ days ago
Job type
  • Full-time
  • Quick Apply
Job description

The Willis Johnson & Associates (WJA) 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 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.

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 Powered by JazzHR
Create a job alert for this search

Wealth Management Development Program: Summer 2026 • Houston, TX, US

Similar jobs

J.P. Morgan Wealth Management - Executive Director, Wealth Planning & Advice

ChaseHouston, TX, United States
Full-time

Executive Director, Wealth Planner.Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entit...Show more

 • Promoted

Wealth Management Development Program: Summer 2026

Willis Johnson & AssociatesHouston, TX, United States
Full-time

Wealth Management Development Program.The Willis Johnson & Associates (WJA) Wealth Management Development Program is a structured two-year rotational experience designed to build the technical foun...Show more

 • Promoted

Practice Management Consultant - Wealth Management

Zions BankHouston, TX, United States
Full-time

Practice Management Consultant.Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in h...Show more

 • Promoted

Development Director

TradeJobsWorkForce77209 Houston, TX, US
Full-time

Development Director Job Duties: Implement and execute annual fundraising plan to meet fundraising goals.Provide leadership to development team.Prepare and present regular reports on progress towar...Show more

 • Promoted

Senior Consultant- Learning and Development

Infosys ConsultingHouston, TX, United States
Full-time

Senior Consultant- Learning and Development.Infosys Consulting Workforce Transformation practice is seeking a Senior Consultant with expertise in Instructional Design, Training, Communications, and...Show more

 • Promoted

Senior Major Gifts Officer – National Donor Engagement

University of Texas MD Anderson Cancer CenterHouston, TX, United States
Full-time

A leading cancer research institution is seeking a Senior Associate Director of Major Gifts to spearhead fundraising efforts.This role involves securing major gifts, developing personalized donor s...Show more

 • Promoted

Associate Advisor/ Wealth Planner

Signature Estate & Investment Advisors, LLCHouston, TX, United States
Full-time

Associate Advisor / Wealth Planner.This position works directly with clients assisting them with reviews, market updates, trades, and other areas such as Financial, Estate & Retirement Planning.As ...Show more

 • Promoted

Senior Wealth Manager

Confidential JobsHouston, TX, United States
Full-time

Fee only Independent RIA with in-house tax preparation and filing.Are you an elite advisor who loves closing business and serving clients but hates cold calling?.Investment News "Best Place to Work...Show more

 • Promoted

Private Wealth Management Wealth Advisor

Regions FinancialHouston, TX, United States
Full-time

Private Wealth Management Advisor.At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market ...Show more

 • Promoted

Business Development Internship Program - TX

Beyond International GroupHouston, TX, United States
Internship

We are seeking a highly motivated Business Development Intern who is fluent in both English and Chinese to support our team.This internship offers an excellent opportunity to gain hands-on experien...Show more

 • Promoted

J.P. Morgan Wealth Management - Private Client Advisor - Fort Bend, TX and surrounding areas

JPMorgan ChasePearland, TX, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...Show more

 • Promoted

Director, Learning, Engagement, and Development (LED) Center

InsideHigherEdHouston, Texas, United States
Full-time +1

Director, Learning, Engagement, and Development (LED) Center.This job carries with it the obligation to uphold the Mission of Lone Star College (LSC) in carrying out the duties of the position.A co...Show more

 • Promoted

Fundraising Development Manager

The Edge GroupHouston, TX, United States
Full-time

Fundraising Development Manager.Our client, a historic Christian retirement community focused on providing tailored care to their residents, is seeking a Development Manager to join their team.Amid...Show more

 • Promoted

Wealth Management Associate

Morgan StanleyHouston, TX, United States
Full-time

Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.As senior members of the ser...Show more

 • Promoted

J.P. Morgan Wealth Management - Private Client Advisor Houston, TX (West Central) 210576342

ChaseHouston, TX, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...Show more

 • Promoted

Part-time Proctor Grant Funded

InsideHigherEdHouston, Texas, United States
Part-time

Part-time Proctor Grant Funded.LSC-University Center Woodland.This job carries with it the obligation to uphold the Mission of Lone Star College (LSC) in carrying out the duties of the position.A c...Show more

 • Promoted

Program Assistant (FT Grant-Funded) Staff Pool

InsideHigherEdHouston, Texas, United States
Full-time

Program Assistant (FT Grant-Funded) Staff Pool.J Requisition #📅Mar 23, 2026 Post Date.This position is responsible for facilitating the processes and operations of the assigned program or area....Show more

 • Promoted

Donation Center Associate

TradeJobsWorkforce77217 Houston, TX, US
Full-time

Bring your energy to the role of Donation Center Associate to assist with organizing, stocking, and general upkeep, work collaboratively across teams and departments, and gain knowledge of company ...Show more