Client Development Specialist

Willis Johnson Wealth•Houston, TX

5d•Onsite

About The Position

At Willis Johnson Wealth, we’re growing—and we’re looking for motivated individuals to join our Client Development team. This role is designed for people who are strong communicators, highly coachable, and motivated to build a long-term career in financial services. You do not need prior sales experience to succeed here. In fact, some of our top performers come from backgrounds like teaching, athletics, coaching, hospitality, and other people-focused roles. They succeed because they know how to connect with others, follow a process, and stay resilient through challenges. If you’re someone who enjoys working with people, takes pride in doing things the right way, and is motivated to grow, we’ll provide the training and support to help you succeed. Willis Johnson Wealth is a fast-growing, award-winning wealth management firm specializing in corporate executives and professionals. We help our clients optimize their personal financial lives—from compensation and benefits strategy to tax mitigation, retirement planning, investments, and insurance. And with everything we recommend, we put our clients first—always. No product sales. No commissions. Straight fee-only financial planning and asset management. The same way we take care of our clients, we invest in our team. We provide a very competitive benefits package including medical, dental, vision, disability/life insurance, 401(k), and PTO. We pride ourselves on supporting personal and professional growth. We encourage continued education for all employees and support participation in educational conferences and events. We’re tech-forward and trust our team to get their jobs done without micromanaging.

Requirements

Clear, confident communicator who enjoys engaging with people
Demonstrate resilience and a positive attitude, even when facing rejection
Highly coachable and open to feedback
Take ownership of your work and follow through consistently
Thrive in a structured, process-driven environment
Motivated to learn and grow in a performance-based role
Bring a competitive mindset—whether from academics, athletics, or professional experience

Nice To Haves

Teachers and educators
Former athletes or team leaders
Coaches or trainers
Hospitality professionals (servers, bartenders, hotel staff)
Military veterans
Recruiters or other client-facing roles
Recent graduates with strong leadership experience

Responsibilities

Learn and execute a structured client development process designed to build meaningful relationships
Engage with prospective clients through outbound calls, emails, and follow-up communication
Lead thoughtful conversations to understand client needs and financial goals
Educate prospects on our services and how we help clients make informed financial decisions
Maintain consistent follow-up and relationship-building over time
Collaborate with financial advisors and internal teams to move opportunities forward
Accurately track activity and progress within CRM systems
Continuously improve through coaching, feedback, and performance metrics