Financial Planning Analyst
Willis Johnson & Associates•Houston, TX
399d•$60,000 - $80,000
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About The Position
The Financial Planning Analyst at Willis Johnson & Associates is a full-time role designed to support Wealth Managers in developing financial strategies and plans while receiving technical training and mentorship. This position serves as the first point of contact for clients, maintaining relationships and leading select client cases under supervision. The role aims to transition into an Associate Wealth Manager position within 24-36 months, emphasizing personal and professional growth within a fee-only financial planning firm.
