Financial Planning Analyst

3 weeks ago


Houston, United States Willis Johnson & Associates Full time
  • We are currently pursuing a Financial Planning Analyst that can transition into an advisory role to become an Associate Wealth Manager within 24-36 months.
  • The role of the Financial Planning Analyst is to support the Wealth Managers on financial strategies, plans, and projects while receiving technical training and one-on-one mentoring.
  • Under close supervision of a Wealth Manager, the Financial Planning Analyst will have the opportunity to lead select client cases.
  • May perform basic investment research and research client's company benefits
  • Master's or Graduate degree preferred (Masters in Finance, JD, MBA)
  • Currently pursuing either CFP, CFA, or CPA designation
  • Currently possess or pursuing the Series 65 securities licenses
  • Experience in eMoney, Redtail CRM, and Orion software systems preferred.


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