Wealth Manager

Willis Johnson Wealth•Houston, TX

1d•$120,000 - $150,000•Onsite

About The Position

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.

Requirements

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

Nice To Haves

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

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

Benefits

medical
dental
vision
disability/life insurance
401(k)
PTO
continued education
participation in educational conferences and events
Salary range: $120,000-$150,000/year, plus quarterly bonuses based on 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.
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