A Bachelor's degree in Finance, Business, Accounting, or Financial Planning is required.
One to three years of work experience, or an internship in a similar industry.
Currently pursuing a Certified Financial Planner, Chartered Financial Analyst, or Certified Public Accountant designation.
Currently possess or be pursuing the Series 65 securities license.
Strong technical and interpersonal skills.
Ability to take on creative challenges and manage workload on tight deadlines.
Ability to collaborate and contribute to a team environment.
Must be willing to relocate to Houston, Texas.
Responsibilities
Input data into financial planning software.
Prepare comprehensive financial plans, reviews, reports, and client presentations.
Prepare Wealth Managers and staff in advance for client meetings.
Assist with management of assigned client cases, including preparing meeting agendas and client correspondence and coordinating tasks through completion.
Attend client meetings, take detailed notes, prepare follow-up emails, debrief, and assign appropriate actions to staff.
Perform basic investment research and research clients' company benefits as needed.
Attend weekly Wealth Management meetings and bi-monthly Investment meetings.
Assist with client service and operations.
Support Wealth Managers on financial strategies, plans, and projects while receiving technical training and one-on-one mentoring.
Maintain client relationships as the first point of contact for clients.
Lead select client cases under close supervision of a Wealth Manager.
Desired Qualifications
A Master's or graduate degree is preferred, including a Master's in Finance, Juris Doctor, or Master of Business Administration.
Experience with eMoney, Redtail CRM, and Orion software systems.
We are currently pursuing a Financial Planning Analyst that can transition into an advisory role to become an Associate Wealth Manager within 24-36 months. The role of the Financial Planning Analyst is to support the Wealth Managers on financial strategies, plans, and projects while receiving technical training and one-on-one mentoring. They are also responsible for maintaining the client relationship as the first point of contact for clients. Under close supervision of a Wealth Manager, the Financial Planning Analyst will have the opportunity to lead select client cases.
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 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. WJW is also proud to be one of the Best Places to Work for Financial Advisors by Investment News.
Essential Responsibilities
Input data into financial planning software
Prepare comprehensive financial plans, reviews, reports and client presentations
Prepare Wealth Managers and staff in advance to client meetings
Assist with the management of assigned client cases, including preparation of meeting agendas, client correspondence, quarterbacking all tasks to completion
Attend client meetings, take detailed notes, prepare follow-up emails, debrief and assign appropriate actions to staff
May perform basic investment research and research client’s company benefits
Attend weekly Wealth Management meetings and bi-monthly Investment meetings.
Assist with client service and operations
Qualifications
Bachelor’s degree in Finance, Business, Accounting or Financial Planning required
Master’s or Graduate degree preferred (Masters in Finance, JD, MBA)
One to three years working experience, or internship 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
Experience in eMoney, Redtail CRM, and Orion software systems preferred.
Must be willing to relocate to Houston, TX.
What We Offer
Collaborative, Positive Teammates
Advancement Opportunities
Autonomy in Your Role
Professional Development Options
Rewarding Work That Matters
Compensation & Benefits
Salary range: $65,000 - $80,000, plus quarterly bonuses based on company and personal performance.
Total Compensation Range with Bonus = $80,000 - $120,000.
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.
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.