Corporate Financial Planning Specialist

2 days ago


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

As a Senior Financial Analyst, you will play a critical role in supporting our Wealth Managers on financial strategies, plans, and projects. Your responsibilities will include inputting data into financial planning software, preparing comprehensive financial plans, reviews, reports, and client presentations. You will also assist with client meetings, prepare meeting agendas, and quarterback tasks to completion.

Required Skills and Qualifications
  • Bachelor's degree in Finance, Business, Accounting, or Financial Planning required
  • Master's or Graduate degree preferred (MBA, JD, etc.)
  • One to three years working experience in a similar industry
  • Currently pursuing CFP, CFA, or CPA designation


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