• Expertini Resume Scoring: Our Semantic Matching Algorithm evaluates your CV/Résumé before you apply for this job role.
United States Jobs Expertini

Wealth Management Development Program: Summer 2026 Job Opening In Houston – Now Hiring Willis Johnson & Associates


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

  • Required Skill Profession

    Business Operations Specialists


  • Job Details

Related Jobs

M&T Bank hiring 2026 Management Development Program - Family Wealth Job in Wilmington, DE, United States
M&T Bank
Wilmington, DE, United States
Huntington National Bank hiring Wealth Management Internships Summer 2026 Job in Columbus, OH, United States
Huntington National Bank
Columbus, OH, United States
JPMorgan Chase hiring 2026 Asset & Wealth Management Risk Summer Analyst Program Job in Columbus, OH, United States
JPMorgan Chase
Columbus, OH, United States
HNTB hiring Program Management Intern – Summer 2026 Job in New York, NY, United States
HNTB
New York, NY, United States
JPMorgan Chase & Co. hiring 2026 Asset & Wealth Management U.S Private Bank Summer Associate Program Job in Birmingham, Michigan, United States
JPMorgan Chase & Co.
Birmingham, Michigan, United States
JPMorgan Chase & Co. hiring 2026 Asset & Wealth Management U.S Private Bank Summer Associate Program Job in Washington, District of Columbia, United States
JPMorgan Chase & Co.
Washington, District of Columbia, United States
JPMorgan Chase & Co. hiring 2026 Asset & Wealth Management U.S Private Bank Summer Associate Program Job in Salt Lake City, Utah, United States
JPMorgan Chase & Co.
Salt Lake City, Utah, United States
JPMorgan Chase & Co. hiring 2026 Asset & Wealth Management U.S Private Bank Summer Associate Program Job in Summit, New Jersey, United States
JPMorgan Chase & Co.
Summit, New Jersey, United States
JPMorgan Chase & Co. hiring 2026 Asset & Wealth Management U.S Private Bank Summer Associate Program Job in Oklahoma City, Oklahoma, United States
JPMorgan Chase & Co.
Oklahoma City, Oklahoma, United States
JPMorgan Chase & Co. hiring 2026 Asset & Wealth Management U.S Private Bank Summer Associate Program Job in Fort Worth, Texas, United States
JPMorgan Chase & Co.
Fort Worth, Texas, United States
JPMorgan Chase & Co. hiring 2026 Asset & Wealth Management U.S Private Bank Summer Associate Program Job in St. Louis, Missouri, United States
JPMorgan Chase & Co.
St. Louis, Missouri, United States
JPMorgan Chase & Co. hiring 2026 Asset & Wealth Management U.S Private Bank Summer Associate Program Job in San Francisco, California, United States
JPMorgan Chase & Co.
San Francisco, California, United States
JPMorgan Chase & Co. hiring 2026 Asset & Wealth Management U.S Private Bank Summer Associate Program Job in Tulsa, Oklahoma, United States
JPMorgan Chase & Co.
Tulsa, Oklahoma, United States
JPMorgan Chase & Co. hiring 2026 Asset & Wealth Management U.S Private Bank Summer Associate Program Job in Austin, Texas, United States
JPMorgan Chase & Co.
Austin, Texas, United States
JPMorgan Chase & Co. hiring 2026 Asset & Wealth Management U.S Private Bank Summer Associate Program Job in Seattle, Washington, United States
JPMorgan Chase & Co.
Seattle, Washington, United States
JPMorgan Chase & Co. hiring 2026 Asset & Wealth Management U.S Private Bank Summer Associate Program Job in Naples, Florida, United States
JPMorgan Chase & Co.
Naples, Florida, United States
JPMorgan Chase & Co. hiring 2026 Asset & Wealth Management U.S Private Bank Summer Associate Program Job in New York, New York, United States
JPMorgan Chase & Co.
New York, New York, United States
JPMorgan Chase & Co. hiring 2026 Asset & Wealth Management U.S Private Bank Summer Associate Program Job in Atlanta, Georgia, United States
JPMorgan Chase & Co.
Atlanta, Georgia, United States
GE Appliances, a Haier company hiring Financial Development Program Intern (Summer 2026) Job in Louisville, KY, United States
GE Appliances, a Haier company
Louisville, KY, United States
Sierra Nevada Company, LLC hiring Operations Program Management Intern - Summer 2026 Job in Sparks, NV, United States
Sierra Nevada Company, LLC
Sparks, NV, United States
Baird hiring Internship - Private Wealth Management (Milwaukee, WI Summer 2026) Job in Milwaukee, Wisconsin, United States
Baird
Milwaukee, Wisconsin, United States

Unlock Your Wealth Management Potential: Insight & Career Growth Guide


Real-time Wealth Management Jobs Trends (Graphical Representation)

Explore profound insights with Expertini's real-time, in-depth analysis, showcased through the graph here. Uncover the dynamic job market trends for Wealth Management in Houston, United States, highlighting market share and opportunities for professionals in Wealth Management roles.

52927 Jobs in United States
52927
597 Jobs in Houston
597
Download Wealth Management Jobs Trends in Houston and United States

Are You Looking for Wealth Management Development Program: Summer 2026 Job?

Great news! is currently hiring and seeking a Wealth Management Development Program: Summer 2026 to join their team. Feel free to download the job details.

Wait no longer! Are you also interested in exploring similar jobs? Search now: .

The Work Culture

An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at Willis Johnson & Associates adheres to the cultural norms as outlined by Expertini.

The fundamental ethical values are:

1. Independence

2. Loyalty

3. Impartiapty

4. Integrity

5. Accountabipty

6. Respect for human rights

7. Obeying United States laws and regulations

What Is the Average Salary Range for Wealth Management Development Program: Summer 2026 Positions?

The average salary range for a varies, but the pay scale is rated "Standard" in Houston. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.

What Are the Key Qualifications for Wealth Management Development Program: Summer 2026?

Key qualifications for Wealth Management Development Program: Summer 2026 typically include Business Operations Specialists and a list of qualifications and expertise as mentioned in the job specification. The generic skills are mostly outlined by the . Be sure to check the specific job listing for detailed requirements and qualifications.

How Can I Improve My Chances of Getting Hired for Wealth Management Development Program: Summer 2026?

To improve your chances of getting hired for Wealth Management Development Program: Summer 2026, consider enhancing your skills. Check your CV/Résumé Score with our free Tool. We have an in-built Resume Scoring tool that gives you the matching score for each job based on your CV/Résumé once it is uploaded. This can help you align your CV/Résumé according to the job requirements and enhance your skills if needed.

Interview Tips for Wealth Management Development Program: Summer 2026 Job Success

Willis Johnson & Associates interview tips for Wealth Management Development Program: Summer 2026

Here are some tips to help you prepare for and ace your Wealth Management Development Program: Summer 2026 job interview:

Before the Interview:

Research: Learn about the Willis Johnson & Associates's mission, values, products, and the specific job requirements and get further information about

Other Openings

Practice: Prepare answers to common interview questions and rehearse using the STAR method (Situation, Task, Action, Result) to showcase your skills and experiences.

Dress Professionally: Choose attire appropriate for the company culture.

Prepare Questions: Show your interest by having thoughtful questions for the interviewer.

Plan Your Commute: Allow ample time to arrive on time and avoid feeling rushed.

During the Interview:

Be Punctual: Arrive on time to demonstrate professionalism and respect.

Make a Great First Impression: Greet the interviewer with a handshake, smile, and eye contact.

Confidence and Enthusiasm: Project a positive attitude and show your genuine interest in the opportunity.

Answer Thoughtfully: Listen carefully, take a moment to formulate clear and concise responses. Highlight relevant skills and experiences using the STAR method.

Ask Prepared Questions: Demonstrate curiosity and engagement with the role and company.

Follow Up: Send a thank-you email to the interviewer within 24 hours.

Additional Tips:

Be Yourself: Let your personality shine through while maintaining professionalism.

Be Honest: Don't exaggerate your skills or experience.

Be Positive: Focus on your strengths and accomplishments.

Body Language: Maintain good posture, avoid fidgeting, and make eye contact.

Turn Off Phone: Avoid distractions during the interview.

Final Thought:

To prepare for your Wealth Management Development Program: Summer 2026 interview at Willis Johnson & Associates, research the company, understand the job requirements, and practice common interview questions.

Highlight your leadership skills, achievements, and strategic thinking abilities. Be prepared to discuss your experience with HR, including your approach to meeting targets as a team player. Additionally, review the Willis Johnson & Associates's products or services and be prepared to discuss how you can contribute to their success.

By following these tips, you can increase your chances of making a positive impression and landing the job!

How to Set Up Job Alerts for Wealth Management Development Program: Summer 2026 Positions

Setting up job alerts for Wealth Management Development Program: Summer 2026 is easy with United States Jobs Expertini. Simply visit our job alerts page here, enter your preferred job title and location, and choose how often you want to receive notifications. You'll get the latest job openings sent directly to your email for FREE!