Wealth Manager
Willis Johnson & AssociatesHouston, Texas, United States
Posted March 17, 2025
120000 - 150000 USD year
Full Time
About the Company
Willis Johnson & Associates provides fee-only fiduciary financial planning for corporate professionals and executives.
Job Description
The Wealth Manager is the lead advisor on client relationships at Willis Johnson & Associates. This role includes overseeing the preparation and implementation of client financial plans and investment strategies, conducting Financial Planning Reviews, and providing ongoing guidance and advice to clients.
Requirements
- Bachelor’s degree in Finance, Business, Accounting or Financial Planning required
- Five or more years of experience in financial services industry required
- CFP®, CFA®, or CPA designation required
Benefits
- Salary range: $120,000-$150,000/year, plus quarterly bonuses based on company and personal performance
- 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
- Best and brightest leaders will have opportunities to buy into and become owners in the firm over time.