The Associate Wealth Manager works closely with a Senior Wealth Manager in the preparation and implementation of client financial strategies, plans, and analysis. They will be given challenging and exciting responsibilities and are responsible for leading select client cases. The Associate Wealth Manager will be the main point of contact for client correspondence and help develop and maintain client relationships.
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
Manage assigned client cases, taking full ownership and responsibility for all client contact, including preparation of meeting agendas, client correspondence, quarterbacking all tasks to completion
Lead select client meetings, present plans and reviews, take detailed notes, debrief and assign appropriate actions to staff
Implement approved financial plans and investment strategies
Develop and deepen client and prospect relationships
Respond directly to client requests
May perform basic investment research and research client’s company benefits
Attend weekly Wealth Management meetings and bi-monthly Investment Team meetings.
Bachelor’s degree in Finance, Business, Accounting or Financial Planning required
Master’s or Graduate degree preferred (Masters in Finance, JD, MBA)
Three or more years working experience 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.