We are currently pursuing a Paraplanner that can transition into an advisory role to become an Associate Wealth Manager within 24-36 months. The role of the Paraplanner is to support the Wealth Managers on financial strategies, plans, and projects while receiving technical training and one-on-one mentoring. They are also responsible for maintaining the client relationship as the first point of contact for clients. Under close supervision of a Wealth Manager, the Paraplanner will have the opportunity to lead select client cases. It is from our Protege Program that we grow our future Wealth Managers.
Why Willis Johnson & Associates?
Willis Johnson & Associates is a fast growing, award winning, wealth management firm specializing in corporate executives and professionals. We help our clients optimize everything in their personal financial lives from compensation and benefit strategy to tax mitigation, from retirement planning to investments and insurance. And with everything we recommend, we put our clients first—all the time, every time. No product sales. No commissions. Straight fee based financial planning and asset management.
The same way we take care of our clients, we invest in our team. Aside from providing a very competitive benefits package including medical, dental, vision, disability/life insurance, 401(k), and PTO, we pride ourselves in supporting personal and professional growth. We encourage and incentivize continued education for all employees and support their participation in educational conferences and events.
Input data into financial planning software
Prepare comprehensive financial plans, reviews, reports and client presentations
Prepare Senior Advisor and staff in advance to client meetings
Assist with the management of assigned client cases, including preparation of meeting agendas, client correspondence, quarterbacking all tasks to completion
Attend client meetings, take detailed notes, prepare follow-up emails, debrief and assign appropriate actions to staff
May perform basic investment research and research client’s company benefits
Attend weekly Wealth Management meetings and bi-monthly Investment meetings.
Assist with client service and operations
Bachelor’s degree in Finance, Business, Accounting or Financial Planning required
Master’s or Graduate degree preferred (Masters in Finance, JD, MBA)
One to three years working experience, or internship in similar industry
Currently pursuing either CFP, CFA, or CPA designation
Currently possess or pursuing the Series 65 securities licenses
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
About Willis Johnson & Associates
Willis Johnson & Associates is a boutique wealth management firm, located in Houston, Texas. We offer a full spectrum of fee-based financial planning services and products to fit client’s specific lifestyle, economic, and business needs. Our experienced team will assist clients in "bringing it all together" while working with their entire financial network to modify existing strategies or implement new ones. Moreover, we seek to serve not merely as an advisor but as our clients’ most trusted and respected advisor. We are committed to excellence in all areas of our practice.