Associate Wealth Manager

Associate Wealth Manager

The Associate Wealth Manager works closely with a Senior Wealth Manager in the preparation and implementation of client financial strategies, plans, and analysis. They will be given challenging and exciting responsibilities and are responsible for leading select client cases. The Associate Wealth Manager will be the main point of contact for client correspondence and help develop and maintain client relationships.

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 in-house 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 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. 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 Senior Advisor and staff in advance to client meetings
• Manage assigned client cases, taking full ownership and responsibility for all client contact, including preparation of meeting agendas, client correspondence, quarterbacking all tasks to completion
• Lead select client meetings, present plans and reviews, take detailed notes, debrief and assign appropriate actions to staff
• Implement approved financial plans and investment strategies
• Develop and deepen client and prospect relationships
• Respond directly to client requests
• May perform basic investment research and research client's company benefits
• Attend weekly Wealth Management meetings and bi-monthly Investment Team meetings.

Qualifications

What We Offer

Compensation & Benefits