Associate Wealth Manager
Willis Johnson Wealth · Houston, TX · 3 wk ago
On-siteFinance$80k–$125k/yrFull-time
Essential Responsibilities
- Input data into financial planning software
- Prepare comprehensive financial plans, reviews, reports and client presentations
- Prepare Senior Advisor and staff in advance to client meetings
- Manage assigned client cases, taking full ownership and responsibility for all client contact, including preparation of meeting agendas, client correspondence, quarterbacking all tasks to completion
- Lead select client meetings, present plans and reviews, take detailed notes, debrief and assign appropriate actions to staff
- Implement approved financial plans and investment strategies
- Develop and deepen client and prospect relationships
- Respond directly to client requests
- May perform basic investment research and research client’s company benefits
- Attend weekly Wealth Management meetings and bi-monthly Investment Team meetings.
Qualifications
- Bachelor’s degree in Finance, Business, Accounting or Financial Planning required
- Master’s or Graduate degree preferred (Masters in Finance, JD, MBA)
- 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
- Confident, poised and professional in appearance
- Able to take on creative challenges and manage workload on tight deadlines
- Able to collaborate and contribute to a team environment
Benefits
- Collaborative, Positive Teammates
- Advancement Opportunities
- Autonomy in Your Role
- Professional Development Options
- Rewarding Work That Matters
- Salary 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
- 11 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