Associate Wealth Manager
Company: Willis Johnson & Associates
Location: Houston
Posted on: April 1, 2026
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Job Description:
The Associate Wealth Manager works closely with a Senior Wealth
Manager in the preparation and implementation of client financial
strategies, plans, and analysis. They will be given challenging and
exciting responsibilities and are responsible for leading select
client cases. The Associate Wealth Manager will be the main point
of contact for client correspondence and help develop and maintain
client relationships. 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 Senior Advisor and staff in
advance to client meetings Manage assigned client cases, taking
full ownership and responsibility for all client contact, including
preparation of meeting agendas, client correspondence,
quarterbacking all tasks to completion Lead select client meetings,
present plans and reviews, take detailed notes, debrief and assign
appropriate 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 research client’s company benefits Attend
weekly Wealth Management meetings and bi-monthly Investment Team
meetings. Qualifications Bachelor’s degree in Finance, Business,
Accounting or Financial Planning required Master’s or Graduate
degree preferred (Masters in Finance, JD, MBA) Three or more years
working experience in similar industry Have attained 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 Must be willing
to relocate to Houston, TX What We Offer 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: $80,000-$125,000/year , p lus
quarterly bonuses based on company and personal performance Total
Compensation range with Bonus = $115,000 - $170,000. 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. 11 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
Keywords: Willis Johnson & Associates, Port Arthur , Associate Wealth Manager, Accounting, Auditing , Houston, Texas
