Associate Wealth Manager
Willis Johnson & AssociatesHouston, Texas, United States
Posted March 17, 2025
80000 - 125000 USD year
Full Time
About the Company
Willis Johnson & Associates provides fee-only fiduciary financial planning for corporate professionals and executives.
Job Description
The Associate Wealth Manager works closely with a Senior Wealth Manager to prepare and implement client financial strategies, plans, and analysis. They will lead select client cases, develop and maintain client relationships, and be responsible for client correspondence.
Requirements
- Bachelor's degree in Finance, Business, Accounting or Financial Planning required
- Three or more years working experience in similar industry
- Have attained CFP, CFA, or CPA designation
- Currently possess or pursuing the Series 65 securities licenses
- Strong technical and interpersonal skills
Benefits
- 401(k) plan with opportunity to earn up to 7% the first year and 10% with tenure
- 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
- Flexible work arrangements (work from home or office, except for required meetings)
- Opportunities for advancement and professional development
- Quarterly bonuses based on company and personal performance