Willis Johnson Wealth Residency Program

Full-time Financial Specialists

The Willis Johnson Wealth (WJW) 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, ope...