Associate Wealth Manager

Willis Johnson Wealth; Georgia; On-site; USD 80,000 - 125,000; Full time

Benefits offered by this job

Collaborative, Positive Teammates

Advancement Opportunities

Autonomy in Your Role

Professional Development Options

Rewarding Work That Matters

Job summary

Willis Johnson Wealth in Georgia is seeking a seasoned Wealth Advisor to partner with executives and professionals, delivering comprehensive financial planning and investment guidance. You will lead client meetings, develop tailored plans, and oversee implementation of strategies.

Requires 3+ years in financial services, CFP/CFA/CPA or progress toward, Series 65, and willingness to relocate to Houston, TX. Competitive salary and benefits.

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.
• 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, TX.

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.

Skills

Strong communication

Client relationships

Team collaboration

Education

Bachelor’s degree in Finance/Business/Accounting/Financial Planning

Master’s or Graduate degree preferred (Masters in Finance, JD, MBA)

Tools

Financial planning software

Job description

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 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
• 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, TX

What We Offer

• Collaborative, Positive Teammates
• Advancement Opportunities
• Autonomy in Your Role
• Professional Development Options
• Rewarding Work That Matters

Compensation & Benefits

• Salary range: $80,000-$125,000/year, plus quarterly bonuses basedon 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.
• 11paid 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