Wealth Manager

About the Role 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 with the support of a Financial Planning Analyst or Associate Wealth Manager. The Wealth Manager conducts financial planning reviews and provides ongoing guidance throughout the year. Additionally, the Wealth Manager meets with prospective clients generated by business development to gather data, generate proposals, and close new accounts. The Wealth Manager presents the firm’s unique value offering 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 clients who need it. We put our clients first—always. No product sales. No commissions. Straight fee‑only financial planning and asset management. We invest in our team. Alongside a competitive benefits package—including medical, dental, vision, disability/life insurance, 401(k), and PTO—we support personal and professional growth. We encourage continued education and support participation in conferences and events. WJW is one of the Best Places to Work for Financial Advisors by Investment News. Essential Responsibilities Lead management of client cases, taking full ownership of all client contact; review meeting agendas, client correspondence, and quarterback all tasks to completion. Lead client meetings, present plans and investment performance, debrief and assign appropriate actions to the team. Lead prospective client meetings set by business development, gather data, deepen relationships, present the 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 preparation meetings and bi‑weekly department meetings. Contribute to firm thought leadership, including content creation, writing articles, and webinar presentations targeted toward niche clientele. Qualifications Bachelor’s degree in Finance, Business, Accounting or Financial Planning required. Master’s or graduate degree strongly preferred (Finance, JD, MBA). Five or more years of experience in the financial services industry required. CFP®, CFA®, or CPA designation required. Currently possess or pursue the Series 65 securities license, to be licensed within 90 days after employment. Strong technical and interpersonal skills. Confident, poised, and professional appearance. Ability to take on creative challenges and manage workload on tight deadlines. Ability to collaborate and contribute to a team environment. What We Offer Collaborative, positive teammates. Advancement opportunities. Autonomy in your role. Professional development options. Rewarding work that matters. Compensation & Benefits Salary range: $120,000‑$150,000 per year, plus quarterly bonuses based on company and personal performance. Total compensation range with bonus: $180,000‑$230,000 per year. 401(k) plan with opportunity to earn up to 7 % in the first year and 10 % with tenure. Future owner options: best and brightest leaders may have opportunities to buy in and become owners over time. 11 paid holidays and 15 PTO days to use at discretion. Employer‑paid health/dental/vision insurance premiums for individuals and families. Employer HSA contributions. Employer paid life and long‑term disability. #J-18808-Ljbffr Willis Johnson Wealth