Financial Planning Analyst

Willis Johnson Associates, Inc; Houston (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

Willis Johnson Associates, Inc is seeking a Financial Planning Analyst to support Wealth Managers and transition to an Associate Wealth Manager role. This position requires a Bachelor's degree in Finance and provides essential responsibilities such as client management, financial planning, and opportunities for mentorship and growth within the firm.

Benefits

401(k) plan with employer contributions

Employer paid Health/Dental/Vision insurance premiums

15 PTO days

Advancement Opportunities

Professional Development Options

Qualifications

• Currently pursuing CFP, CFA, or CPA designation.
• One to three years working experience, or internship in similar industry.
• Strong technical and interpersonal skills.

Responsibilities

• Input data into financial planning software.
• Prepare comprehensive financial plans and client presentations.
• Assist with management of assigned client cases.

Skills

Technical skills

Interpersonal skills

Education

Bachelor’s degree in Finance, Business, Accounting or Financial Planning

Master’s or Graduate degree preferred

Tools

eMoney

Redtail CRM

Orion software systems

Job description

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 & 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 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

• Work/Life Balance. For Real
• Flexibility to work from where you are most comfortable – at home or in the office, except for required client and department meetings.
• Collaborative, Positive Teammates
• Advancement Opportunities
• Autonomy in Your Role
• Professional Development Options
• Rewarding Work That Matters

Compensation & Benefits

• Salary range: $60,000 - $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.
• 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 contributions
• Employer paid Life and Long-Term Disability