Wealth Management Professional

4 weeks ago

Houston, Texas, United States Willis Johnson & Associates Full time
Job Overview

The Wealth Manager is a key advisor on client relationships at Willis Johnson & Associates. This role involves overseeing the preparation and implementation of client financial plans and investment strategies independently or with the support of a Financial Planning Analyst or Associate Wealth Manager.

The Wealth Manager conducts Financial Planning Reviews for clients and provides ongoing guidance and advice throughout the year. Additionally, they meet with prospective clients to gather data, generate proposals, and close new accounts.

Why Willis Johnson & Associates?

We are 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 benefit strategy to tax mitigation, retirement planning, and investments.

We have an in-house CPA team that provides tax preparation for our clients who need it. Our fee-only financial planning and asset management approach ensures that our clients' interests are always our top priority.

Key Responsibilities

  • Lead client cases, taking full ownership and responsibility for all client contact, including review of meeting agendas, client correspondence, and quarterbacking all tasks to completion
  • Lead client meetings, present plans and investment performance, debrief, and assign appropriate actions to the team
  • Lead prospective client meetings, gather data, deepen relationships, present the firm's value offering, and close new business
  • Prepare comprehensive financial plans, reports, and client presentations
  • Oversee the preparation of materials from other team members in advance of client meetings
  • Input data, analyze, and present output from financial planning software
  • Understand the emotional aspects of finances and counsel clients appropriately
  • Implement financial plans and investment strategies
  • Respond directly to client communications and requests
  • Attend weekly Wealth Management prep meetings and bi-weekly Department meetings
  • Be involved in firm Thought Leadership, which may include content creation, writing articles, and webinar presentations targeted toward niche clientele

Qualifications

  • Bachelor's degree in Finance, Business, Accounting, or Financial Planning required
  • Master's or Graduate degree strongly preferred (Masters in Finance, JD, MBA)
  • Five or more years of experience in the financial services industry required
  • CFP, CFA, or CPA designation required
  • Currently possess or pursuing the Series 65 securities license, to be licensed within 90 days after employment
  • 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

What We Offer

  • Work/Life Balance. For Real
  • 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: $120,000-$150,000/year, plus quarterly bonuses based on company and personal performance
  • 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
  • 10 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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