Willis Johnson & Associates is a fee-only fiduciary financial planning firm specializing in corporate professionals and executives from energy companies like Shell, Chevron, and BP. We offer holistic financial planning, tax preparation, and specialized expertise in compensation packages, stock compensation, foreign filing considerations, and more to help clients maximize their assets and minimize taxes. Our focus on quality advice without product sales, hidden fees, or commissions ensures that clients achieve their financial goals with confidence and simplicity.
Open Positions
Marketing Internship: Summer 2026
Currently a Junior or Senior pursuing a degree in Business, Marketing, Communications, Graphic Design, or a related field with a minimum GPA of 3.0, Strong research, organizational, and communication skills
Tax Manager
5-7 years of experience, CPA license, and strong client communication skills required
Investment Operations Manager
Bachelor's degree in Finance, Accounting, or Economics; 5-8 years of experience in investment operations or wealth management; supervisory experience
Investment Operations Associate
Bachelor's degree, 2+ years of experience in investment operations, series 65 license, experience with custodians, and strong attention to detail
Inside Sales Representative
Bachelor’s degree, 1 to 2 years of experience, proven inside sales experience, strong phone presence
Sales Manager
5-10 years of experience in sales management, strong individual sales performance, and analytical mindset