The Associate Wealth Manager works closely with a Senior Wealth Manager in the preparation and implementation of client financial strategies, plans, and analysis. They will be given challenging and exciting responsibilities and are responsible for leading select client cases. The Associate Wealth Manager will be the main point of contact for client correspondence and help develop and maintain client relationships.

Why Willis Johnson & Associates?

Willis Johnson & Associates is a fast growing, award winning, wealth management firm specializing in corporate executives and professionals. We help our clients optimize everything in their personal financial lives from compensation and benefit strategy to tax mitigation, from retirement planning to investments. We also have an in-house CPA team to provide tax preparation for our clients that need it. And with everything we recommend, we put our clients first—all the time, every time. 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. Aside from providing a very competitive benefits package including medical, dental, vision, disability/life insurance, 401(k), and PTO, we pride ourselves in supporting personal and professional growth. We encourage and incentivize continued education for all employees and support their participation in educational conferences and events. WJA is also proud to be one of the Best Places to Work for Financial Advisors by Investment News.

Essential Responsibilities

Input data into financial planning software
Prepare comprehensive financial plans, reviews, reports and client presentations
Prepare Senior Advisor and staff in advance to client meetings
Manage assigned client cases, taking full ownership and responsibility for all client contact, including preparation of meeting agendas, client correspondence, quarterbacking all tasks to completion
Lead select client meetings, present plans and reviews, take detailed notes, debrief and assign appropriate actions to staff
Implement approved financial plans and investment strategies
Develop and deepen client and prospect relationships
Respond directly to client requests
May perform basic investment research and research client’s company benefits
Attend weekly Wealth Management meetings and bi-monthly Investment Team meetings

Qualifications

Bachelor’s degree in Finance, Business, Accounting or Financial Planning required
Master’s or Graduate degree preferred (Masters in Finance, JD, MBA)
Three or more years working experience in similar industry
Have attained CFP, CFA, or CPA designation
Currently possess or pursuing the Series 65 securities licenses
Strong technical and interpersonal skills
Confident, poised and professional in appearance
Ability to take on creative challenges and manage workload on tight deadlines
Ability to collaborate and contribute to a team environment
Must be willing to relocate to Houston, TX

What We Offer

Flexibility to work from where you are most comfortable; at home or in the office, except for required client and department meetings
Collaborative, Positive Teammates
Advancement Opportunities
Autonomy in Your Role
Professional Development Options
Rewarding Work That Matters

Compensation & Benefits

Salary range: $80,000-$125,000/year, plus quarterly bonuses based on company and personal performance
Total Compensation range with Bonus = $115,000 - $170,000
401(k) plan with opportunity to earn up to 7% the first year and 10% with tenure
Best and brightest leaders will have opportunities to buy into and become owners in the firm over time
11 paid holidays and 15 PTO days to use at your discretion
Employer paid Health/Dental/Vision insurance premiums for individuals and families
Employer HSA contributions
Employer paid Life and Long-Term Disability

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Willis Johnson & Associates

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Associate Wealth Manager