Teams at Willis Johnson Wealth

Associate Wealth Manager prepares and implements client financial plans, investment strategies, reports, and presentations. The role manages assigned client cases, leads select meetings, handles client correspondence, coordinates internal tasks, develops client relationships, and conducts basic investment and benefits research. Candidates need a relevant bachelor's degree, at least three years of similar experience, a CFP, CFA, or CPA designation, and a Series 65 license or active pursuit of one. Relocation to Houston is required.

Paid Spring 2027 marketing internship supporting digital marketing, social media content calendars, content creation, SEO and digital trend research, email campaigns, business development outreach, marketing collateral, and short-form video. Interns collaborate with the marketing team, contribute to brand storytelling and client communications, and gain mentorship and exposure to financial services marketing.

Responsible for generating and nurturing prospective client relationships for a wealth management firm. Duties include making 250+ weekly calls, sending customized emails, prequalifying prospects, scheduling advisor meetings, managing follow-ups, supporting marketing campaigns and events, researching prospects on LinkedIn, handling objections, maintaining CRM data, and reporting activity metrics while complying with industry regulations.