We are currently pursuing a Financial Planning Analyst that can transition into an advisory role to become an Associate Wealth Manager within 24-36 months.

The role of the Financial Planning Analyst is to support the Wealth Managers on financial strategies, plans, and projects while receiving technical training and one-on-one mentoring.

They are also responsible for maintaining the client relationship as the first point of contact for clients.

Under close supervision of a Wealth Manager, the Financial Planning Analyst will have the opportunity to lead select client cases.

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 ...