Financial Planning Analyst

We are currently pursuing a Financial Planning Analyst that can transition into an advisory role to become an Associate Wealth Manager within 2436 months. The role of the Financial Planning Analyst is to support the Wealth Managers on financial strategies plans and projects while receiving technical training and oneonone mentoring. They are also responsible for maintaining the client relationship as the first point of contact for clients. Under close supervision of a Wealth Manager the Financial Planning Analyst will have the opportunity to lead select client cases.

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 inhouse CPA team to provide tax preparation for our clients that need it. And with everything we recommend we put our clients firstall the time every time. No product sales. No commissions. Straight feeonly 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 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 followup emails debrief and assign appropriate actions to staff
• May perform basic investment research and research clients company benefits
• Attend weekly Wealth Management meetings and bimonthly Investment meetings.
• Assist with client service and operations

Qualifications

• Bachelors degree in Finance Business Accounting or Financial Planning required
• Masters 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
• 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
• Experience in eMoney Redtail CRM and Orion software systems preferred.
• Must be willing to relocate to Houston TX.

What We Offer

• Work/Life Balance. For Real
• 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: $60000 $80000 plus quarterly bonuses based on company and personal performance.
  • Total Compensation Range with Bonus $80000 $120000.
• 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.
• 10 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 LongTerm Disability