Financial Planning Analyst - Path to Wealth Manager

Willis Johnson Associates, Inc; Houston (TX); On-site; USD 65,000 - 120,000; Full time

Benefits offered by this job

Autonomy in Your Role

Advancement Opportunities

Professional Development Options

Collaborative, Positive Teammates

Job summary

Willis Johnson Wealth in Houston, TX seeks a Financial Planning Analyst to support Wealth Managers on financial strategies, plans, and projects while undergoing technical training and one‑on‑one mentoring. You’ll be the first point of contact for clients and may lead select client cases under close supervision.

The role offers a clear path to an Associate Wealth Manager within 24-36 months, with exposure to tax planning, investments, and personal financial planning.

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.
• 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 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

Skills

Technical skills

Interpersonal skills

Team collaboration

Relocation to Houston

Education

Bachelor's degree in Finance

Master's degree preferred

Tools

eMoney

Redtail CRM

Orion software

Job description

Willis Johnson Wealth in Houston, TX seeks a Financial Planning Analyst to support Wealth Managers on financial strategies, plans, and projects while undergoing technical training and one‑on‑one mentoring. You’ll be the first point of contact for clients and may lead select client cases under close supervision.

The role offers a clear path to an Associate Wealth Manager within 24-36 months, with exposure to tax planning, investments, and personal financial planning.