What are the responsibilities and job description for the WEALTH MANAGER position at Willis Johnson & Associates?
The Wealth Manager is the lead advisor on client relationships at Willis Johnson & Associates. This role includes overseeing the preparation and implementation of client financial plans and investment strategies independently, or often with the support of a Financial Planning Analyst or Associate Wealth Manager. The Wealth Manager will conduct Financial Planning Reviews for clients, as well as provide ongoing guidance and advice to clients throughout the year.
Additionally, The Wealth Manager meets with prospective clients procured by business development to gather data, generate proposals, and close new accounts. The Wealth Manager is expected to be able to present the unique value offering of Willis Johnson & Associates in order to close business, but is not responsible for finding new business leads.
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 that provides 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
- Leads the management of client cases, taking full ownership and responsibility for all client contact, including review of meeting agendas, client correspondence, and quarterbacking all tasks to completion
- Lead client meetings, present plans and investment performance, debrief and assign appropriate actions to team
- Lead prospective client meetings set by business development, gather data, deepen relationships, present 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 prep meetings and bi-weekly Department meetings
- Be involved in firm Thought Leadership which may include content creation, writing articles and webinar presentations targeted toward niche clientele
Qualifications
What We Offer
Compensation & Benefits
Total Compensation range with Bonus = $180,000-$230,000 / year
Salary : $120,000 - $150,000
