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 & 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 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. 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 softwarePrepare comprehensive financial plans, reviews, reports and client presentationsPrepare Wealth Managers and staff in advance to client meetingsAssist with the management of assigned client cases, including preparation of meeting agendas, client correspondence, quarterbacking all tasks to completionAttend client meetings, take detailed notes, prepare follow-up emails, debrief and assign appropriate actions to staffMay perform basic investment research and research client's company benefitsAttend weekly Wealth Management meetings and bi-monthly Investment meetings.Assist with client service and operationsQualifications Bachelor's degree in Finance, Business, Accounting or Financial Planning requiredMaster's or Graduate degree preferred (Masters in Finance, JD, MBA)One to three years working experience, or internship in similar industryCurrently pursuing either CFP, CFA, or CPA designationCurrently possess or pursuing the Series 65 securities licensesStrong technical and interpersonal skillsConfident, poised and professional in appearanceAbility to take on creative challenges and manage workload on tight deadlinesAbility to collaborate and contribute to a team environmentExperience in eMoney, Redtail CRM, and Orion software systems preferred.Must be willing to relocate to Houston, TX.What We Offer Work/Life Balance. For RealFlexibility to work from where you are most comfortable – at home or in the office, except for required client and department meetings. Collaborative, Positive TeammatesAdvancement OpportunitiesAutonomy in Your RoleProfessional Development OptionsRewarding Work That MattersCompensation & Benefits?????? Salary range: $60,000 - $80,000, plus quarterly bonuses based on company and personal performance.Total Compensation Range with Bonus = $80,000 - $120,000.401(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.10 paid holidays and 15 PTO days to use at your discretion.Employer paid Health/Dental/Vision insurance premiums for individuals and families.Employer HSA contributionsEmployer paid Life and Long-Term Disability