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.
Why Willis Johnson Wealth?
Willis Johnson Wealth 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 that provides 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. WJW is also proud to be one of the Best Places to Work for Financial Advisors by Investment News.
Essential 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
- Bachelor’s degree in Finance, Business, Accounting or Financial Planning required
- Master’s or Graduate degree strongly preferred (Masters in Finance, JD, MBA)
- 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
- Collaborative, Positive Teammates
- Advancement Opportunities
- Autonomy in Your Role
- Professional Development Options
- Rewarding Work That Matters
- 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.
- 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 covers 80% of Health, Dental, and Vision insurance premiums for individuals and families.
- Employer HSA contributions
- Employer paid Life and Long-Term Disability
Skills Required
- Bachelor’s degree in Finance, Business, Accounting, or Financial Planning
- Master’s or graduate degree, such as a Master’s in Finance, JD, or MBA
- Five or more years of experience in the financial services industry
- CFP, CFA, or CPA designation
- Currently possess or pursue the Series 65 securities license and obtain it within 90 days of employment
- Strong technical and interpersonal skills
- Confident, poised, and professional presentation
- Ability to manage creative challenges and workloads under tight deadlines
- Ability to collaborate and contribute to a team environment
What We Do
Willis Johnson Wealth is a fee-only fiduciary wealth management and financial planning firm serving corporate executives and professionals, including employees of major energy companies. It helps clients manage compensation and benefits, reduce taxes, plan for retirement, and invest strategically. The firm also provides in-house CPA and tax-preparation services, operating without product sales or commissions and emphasizing client-first advice through personalized long-term strategies.
