Strategic Financial Advisor
6 days ago
At Willis Johnson & Associates, we are seeking a highly skilled and experienced Wealth Management Professional to lead our team of financial advisors. This is a fantastic opportunity for a seasoned professional to join our dynamic team and contribute to the success of our clients.
About UsWe are a fast-growing, award-winning wealth management firm specializing in corporate executives and professionals. Our mission is to provide comprehensive financial planning and asset management services that help our clients achieve their long-term goals.
We pride ourselves on our commitment to putting our clients first, always. We believe in providing transparent, fee-only financial planning and asset management services that are tailored to each client's unique needs and objectives.
Key Responsibilities- Manage client relationships and develop comprehensive financial plans that meet each client's individual needs.
- Provide ongoing guidance and advice to clients throughout the year, ensuring they remain on track to achieve their financial goals.
- Collaborate with other team members to ensure seamless delivery of services to clients.
- Stay up-to-date with industry developments and best practices to continuously improve services and deliver exceptional results for clients.
- Bachelor's degree in Finance, Business, Accounting, or Financial Planning required; Master's or Graduate degree preferred.
- A minimum of 5 years of experience in the financial services industry, with a strong background in financial planning and wealth management.
- CFP, CFA, or CPA designation required; currently possess or pursuing the Series 65 securities license.
- Strong technical and interpersonal skills, with excellent communication and presentation abilities.
- Able to work independently and collaboratively as part of a team.
- A competitive salary range of $120,000-$150,000 per year, plus quarterly bonuses based on company and personal performance.
- A total compensation package that includes benefits such as health insurance, retirement savings plan, and paid time off.
- Opportunities for career advancement and professional growth within the company.
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