Wealth Management Development Program: Summer 2026

divh2The Willis Johnson Associates (WJA) Wealth Management Development Program/h2pThe 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, youll gain hands-on exposure to every stage of the client journey, rotating across:/pulliClient Onboarding learn how new client relationships are established and supported/liliClient Operations serve as mission control for paperwork, transfers, and custodial processes/liliTax Operations partner with our in-house CPA team during busy season to see tax strategies in action/liliPortfolio Management contribute to reporting, trading, and investment analysis/liliFinancial Planning support advisors in developing comprehensive, client-centered financial plans/li/ulpAt the end of the program, youll be prepared to pursue advancement as a future financial advisor, operations leader, or tax professional./ph3Our Culture What We Value/h3pAt 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:/pulliConsultative You listen first, ask thoughtful questions, and guide clients and colleagues with empathy and clarity./liliTechnical You pursue depth of knowledge, whether in financial planning, investments, or systems, and strive to master the details./liliMethodical You bring structure and discipline, ensuring processes are precise, consistent, and reliable./liliCollaborative You thrive in a team environment, sharing credit, supporting others, and believing that collective success is the goal./liliProactive You anticipate needs, take initiative without being asked, and keep projects moving forward./li/ulh3Qualifications/h3ulliBachelors degree required (all majors considered; finance, economics, accounting, or business preferred)/liliPrior internships or experience in wealth management, financial planning, banking, or insurance is a plus/liliStrong organizational and problem-solving skills/liliDetail-oriented with the ability to manage multiple tasks and projects simultaneously/liliStrong interpersonal skills with a client-first mindset/liliComfortable with technology (Excel, CRM systems, financial platforms)/liliCurious, motivated, and eager to learn in a fast-paced, team-oriented environment/li/ulh3What We Offer/h3ulliSalary: $65,000 $70,000/year, plus 1015% discretionary performance bonus (paid bi-annually)/lili401(k) with up to 7% employer contribution in year one, increasing to 10% with tenure/liliEmployer-paid health, dental, vision, life, and disability insurance/liliEmployer HSA contributions/lili11 paid holidays + 15 PTO days annually/liliProfessional development support, certification incentives, and conference opportunities/liliA collaborative, supportive culture recognized as a Best Place to Work for Financial Advisors by Investment News/li/ul/div