Associate Wealth Manager

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. We also have an in-house CPA team to provide tax preparation for our clients that need it. And with everything we recommend, we put our clients first—all the time, every time. No product sales. No commissions. Straight fee-only 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. WJA is also proud to be one of the Best Places to Work for Financial Advisors by Investment News.Essential ResponsibilitiesInput data into financial planning softwarePrepare comprehensive financial plans, reviews, reports and client presentationsPrepare Senior Advisor and staff in advance to client meetingsManage assigned client cases, taking full ownership and responsibility for all client contact, including preparation of meeting agendas, client correspondence, quarterbacking all tasks to completionLead select client meetings, present plans and reviews, take detailed notes, debrief and assign appropriate actions to staffImplement approved financial plans and investment strategiesDevelop and deepen client and prospect relationshipsRespond directly to client requestsMay perform basic investment research and research client’s company benefitsAttend weekly Wealth Management meetings and bi-monthly Investment Team meetings.QualificationsBachelor’s degree in Finance, Business, Accounting or Financial Planning requiredMaster’s or Graduate degree preferred (Masters in Finance, JD, MBA)Three or more years working experience in similar industryHave attained CFP, CFA, or CPA designationCurrently possess or pursuing the Series 65 securities licensesStrong technical and interpersonal skillsConfident, poised and professional in appearanceAbility to take on creative challenges and manage workload on tight deadlinesAbility to collaborate and contribute to a team environmentMust be willing to relocate to Houston, TXWhat We OfferWork/Life Balance. For RealFlexibility to work from where you are most comfortable; at home or in the office, except for required client and department meetings.Collaborative, Positive TeammatesAdvancement OpportunitiesAutonomy in Your RoleProfessional Development OptionsRewarding Work That MattersCompensation & BenefitsSalary range: $80,000-$125,000/year, plus quarterly bonuses based on company and personal performance

Total Compensation range with Bonus = $115,000 - $170,000.

401(k) plan with opportunity to earn up to 7% the first year and 10% with tenure.Best and brightest leaders will have opportunities to buy into and become owners in the firm over time.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 contributionsEmployer paid Life and Long-Term Disability

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