Wealth Manager

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

The Wealth Manager is the lead advisor on client relationships at Willis Johnson Wealth. This role includes overseeing the preparation and implementation of client financial plans and investment strategies independently, or often with the support of a Financial Planning Analyst or Associate Wealth Manager. The Wealth Manager will conduct Financial Planning Reviews for clients, as well as provide ongoing guidance and advice to clients throughout the year.

Additionally, The Wealth Manager meets with prospective clients procured by business development to gather data, generate proposals, and close new accounts. The Wealth Manager is expected to be able to present the unique value offering of Willis Johnson Wealth in order to close business, but is not responsible for finding new business leads.

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 thatprovides 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

• Leads the management of client cases, taking full ownership and responsibility for all client contact, including review of meeting agendas, client correspondence, and quarterbacking all tasks to completion
• Lead client meetings, present plans and investment performance, debrief and assign appropriate actions to team
• Lead prospective client meetings set by business development, gather data, deepen relationships, present firm’s value offering and close new business
• Prepare comprehensive financial plans, reports and client presentations
• Oversee the preparation of materials from other team members in advance of client meetings
• Input data, analyze, and present output from financial planning software
• Understand the emotional aspects of finances and counsel clients appropriately
• Implement financial plans and investment strategies
• Respond directly to client communications and requests
• Attend weekly Wealth Management prep meetings and bi‑weekly Department meetings
• Be involved in firm Thought Leadership which may include content creation, writing articles and webinar presentations targeted toward niche clientele

Qualifications

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

What We Offer

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

Compensation & Benefits

• Salary range: $120,000-$150,000/year, plus quarterly bonuses basedon company and personal performance
  • Total Compensation range with Bonus = $180,000-$230,000/year
• 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