Senior Wealth Advisor — Autonomy, Growth & Ownership

Willis Johnson Associates, Inc; Houston (TX); On-site; USD 120,000 - 150,000; 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 is seeking a Wealth Manager to lead client relationships and oversee financial plans and investment strategies, independently or with support from a Planning Analyst or Associate Wealth Manager.

The role includes conducting Financial Planning Reviews, meeting with prospective clients, gathering data, generating proposals, and presenting the firm’s value to close new accounts.

Qualifications

• Bachelor’s degree in Finance, Business, Accounting or Financial Planning is required.
• Master’s or Graduate degree is strongly preferred (Masters in Finance, JD, MBA).
• Five or more years of experience in financial services industry are required.
• CFP®, CFA®, or CPA designation is required.
• Currently possess or pursuing the Series 65 license, to be licensed within 90 days.

Responsibilities

• Lead management of client cases with full ownership of contact and tasks.
• Lead client meetings, present plans and investment performance, assign actions to team.
• Lead prospective client meetings, gather data, deepen relationships, close new business.
• Prepare comprehensive financial plans, reports and client presentations.
• Oversee preparation of materials for client meetings and input/analyze data from planning software.
• Counsel clients on emotional aspects of finances and implement plans.
• Attend weekly prep meetings and bi-weekly department meetings.
• Participate in Thought Leadership content creation and webinars.

Skills

Strong technical skills

Interpersonal skills

Education

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

Master’s or Graduate degree (preferred)

CFP®, CFA®, or CPA designation

Series 65 license (to be licensed within 90 days)

Job description

Willis Johnson Wealth is seeking a Wealth Manager to lead client relationships and oversee financial plans and investment strategies, independently or with support from a Planning Analyst or Associate Wealth Manager.

The role includes conducting Financial Planning Reviews, meeting with prospective clients, gathering data, generating proposals, and presenting the firm’s value to close new accounts.