Wealth Strategy Associate — Client Planning & Growth

Willis Johnson Associates, Inc; Houston (TX); 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 Houston is seeking an Associate Wealth Manager to work with a Senior Wealth Manager on client financial strategies, plans, and analysis. You will lead select client cases and serve as the main point of contact for client correspondence, helping develop and maintain client relationships.

The role offers a clear path to growth within a fee‑only wealth management environment. Candidates should hold a finance‑related degree, pursue CFP/CFA/CPA designations, and have Series

Qualifications

• Bachelor’s degree in Finance, Business, Accounting or Financial Planning required.
• Master’s or Graduate degree preferred (Masters in Finance, JD, MBA).
• CFP, CFA or CPA designation required or pursued.
• Currently possess or pursuing the Series 65 securities licenses.
• Strong technical and interpersonal skills; ability to work under deadlines.

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 ownership of client contact and meeting agendas.
• Lead select client meetings, present plans, take notes, and assign 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 analyze client benefits.
• Attend weekly Wealth Management and bi-monthly Investment Team meetings.

Skills

Strong interpersonal skills

Confident, poised and professional in‑

Ability to take on creative challenges

Team collaboration

Education

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

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

CFP designation

CFA designation

CPA designation

Job description

Willis Johnson Wealth in Houston is seeking an Associate Wealth Manager to work with a Senior Wealth Manager on client financial strategies, plans, and analysis. You will lead select client cases and serve as the main point of contact for client correspondence, helping develop and maintain client relationships.

The role offers a clear path to growth within a fee‑only wealth management environment. Candidates should hold a finance‑related degree, pursue CFP/CFA/CPA designations, and have Series