Wealth Strategy Associate — Client Planning & Growth
Willis Johnson Associates, Inc
Willis Johnson Wealth in Houston is seeking an Associate Wealth Manager to work with a Senior Wealth Manager on client financial strategies, plans, and analysis. You will lead select client cases and serve as the main point of contact for client correspondence, helping develop and maintain client relationships. The role offers a clear path to growth within a fee‑only wealth management environment. Candidates should hold a finance‑related degree, pursue CFP/CFA/CPA designations, and have Series #J-18808-Ljbffr Willis Johnson Associates, Inc
Vacancy posted 2 days ago
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