A bachelor's degree in Finance, Business, Accounting, or Financial Planning is required.
Five or more years of experience in the financial services industry is required.
A CFP®, CFA®, or CPA designation is required.
Candidates must currently possess or be pursuing the Series 65 securities license and obtain the license within 90 days after employment.
Candidates must have strong technical and interpersonal skills.
Candidates must be able to take on creative challenges and manage workload on tight deadlines.
Candidates must be able to collaborate and contribute to a team environment.
Responsibilities
Lead the management of client cases, taking full ownership and responsibility for all client contact, including reviewing meeting agendas and client correspondence and coordinating tasks through completion.
Lead client meetings, present plans and investment performance, debrief, and assign appropriate actions to the team.
Lead prospective client meetings set by business development, gather data, deepen relationships, present the firm's value offering, and close new business.
Prepare comprehensive financial plans, reports, and client presentations.
Oversee the preparation of materials from other team members in advance of client meetings.
Input data, analyze it, and present output from financial planning software.
Understand the emotional aspects of finances and counsel clients appropriately.
Implement financial plans and investment strategies.
Respond directly to client communications and requests.
Attend weekly Wealth Management preparation meetings and bi-weekly department meetings.
Contribute to firm thought leadership, which may include creating content, writing articles, and presenting webinars targeted toward niche clientele.
Desired Qualifications
A Master's or graduate degree is strongly preferred, including a Master's in Finance, a Juris Doctor, or a Master of Business Administration.
Confident, poised, and professional appearance.
The Wealth Manager is the lead advisor on client relationships at Willis Johnson Wealth. This role includes overseeing the preparation and implementation of client financial plans and investment strategies independently, or often with the support of a Financial Planning Analyst or Associate Wealth Manager. The Wealth Manager will conduct Financial Planning Reviews for clients, as well as provide ongoing guidance and advice to clients throughout the year.
Additionally, The Wealth Manager meets with prospective clients procured by business development to gather data, generate proposals, and close new accounts. The Wealth Manager is expected to be able to present the unique value offering of Willis Johnson Wealth in order to close business, but is not responsible for finding new business leads.
Why Willis Johnson Wealth?
Willis Johnson Wealth 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 that provides 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. WJW is also proud to be one of the Best Places to Work for Financial Advisors by Investment News.
Essential Responsibilities
Leads the management of client cases, taking full ownership and responsibility for all client contact, including review of meeting agendas, client correspondence, and quarterbacking all tasks to completion
Lead client meetings, present plans and investment performance, debrief and assign appropriate actions to team
Lead prospective client meetings set by business development, gather data, deepen relationships, present firm’s value offering and close new business
Prepare comprehensive financial plans, reports and client presentations
Oversee the preparation of materials from other team members in advance of client meetings
Input data, analyze, and present output from financial planning software
Understand the emotional aspects of finances and counsel clients appropriately
Implement financial plans and investment strategies
Respond directly to client communications and requests
Attend weekly Wealth Management prep meetings and bi-weekly Department meetings
Be involved in firm Thought Leadership which may include content creation, writing articles and webinar presentations targeted toward niche clientele
Qualifications
Bachelor’s degree in Finance, Business, Accounting or Financial Planning required
Master’s or Graduate degree strongly preferred (Masters in Finance, JD, MBA)
Five or more years of experience in financial services industry required
CFP®, CFA®, or CPA designation required
Currently possess or pursuing the Series 65 securities license, to be licensed within 90 days after employment
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
What We Offer
Collaborative, Positive Teammates
Advancement Opportunities
Autonomy in Your Role
Professional Development Options
Rewarding Work That Matters
Compensation & Benefits
Salary range: $120,000-$150,000/year, plus quarterly bonuses based on company and personal performance
Total Compensation range with Bonus = $180,000-$230,000/year
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.
11 paid holidays and 15 PTO days to use at your discretion.
Employer covers 80% of Health, Dental, and Vision insurance premiums for individuals and families.