Wealth Management Professional
7 days ago
We are seeking an ambitious and talented Wealth Management Professional to join our dynamic team at Willis Johnson & Associates. This exciting role offers the opportunity to work closely with senior wealth managers in preparing and implementing client financial strategies, plans, and analysis.
About Our Firm
Willis Johnson & Associates is a rapidly growing, award-winning wealth management firm specializing in corporate executives and professionals. We help our clients optimize their personal financial lives by providing tailored solutions for compensation and benefit strategy, tax mitigation, retirement planning, and investments. Our in-house CPA team ensures seamless tax preparation services for our clients.
Your Key Responsibilities
- Develop comprehensive financial plans, reviews, and reports for clients.
- Prepare senior advisors and staff for client meetings.
- Manage assigned client cases, taking ownership of all client contact, including correspondence and task completion.
- Present plans and reviews to clients, lead select meetings, and provide detailed notes and debriefing.
- Implement approved financial plans and investment strategies.
- Build and deepen client relationships, responding directly to client requests.
- Conduct basic investment research and research client company benefits.
- Participate in weekly Wealth Management meetings and bi-monthly Investment Team meetings.
Your Qualifications
- Bachelor's degree in Finance, Business, Accounting, or Financial Planning required.
- Masters or Graduate degree preferred (MBA, JD, CFP).
- Three or more years of experience in a similar industry.
- Certified designations (CFP, CFA, CPA) and Series 65 securities licenses required.
- Strong technical and interpersonal skills, with excellent communication and presentation abilities.
- Able to manage workload under tight deadlines, collaborate, and contribute to a team environment.
- Relocation to Houston, TX may be required.
What We Offer
- Flexible work arrangements, allowing you to balance your work-life needs.
- Competitive salary range: $80,000-$125,000/year, plus quarterly bonuses based on performance.
- Total Compensation range with Bonus: $115,000 - $170,000.
- 401(k) plan with employer matching contributions.
- Leadership 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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