Houston, Texas, United States · On-site
Each year, we invite 3–5 college Juniors, Seniors, or post-grad CFP® candidates to explore a career in financial planning and wealth management through our Wealth Management Internship. Interns are fully integrated into …
Skills: Financial Planning, Wealth Management, Investment Research, Data Entry, Technical Analysis
Houston, Texas, United States · On-site
$120k–$150k/yr
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,…
Skills: Financial Planning, Investment Strategy, Client Relationship Management, Asset Management, Tax Mitigation
Houston, Texas, United States · On-site
$80k–$125k/yr
The Associate Wealth Manager works closely with a Senior Wealth Manager in the preparation and implementation of client financial strategies, plans, and analysis. They will be given challenging and exciting responsibilit…
Skills: Financial Planning, Client Relationship Management, Investment Research, Financial Analysis, Case Management
Houston, Texas, United States · On-site
$60k–$80k/yr
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 Wea…
Skills: Financial Planning, Investment Research, Client Relationship Management, Data Entry, Financial Reporting
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Assist in preparing client meeting materials, financial plans, and performance reports. Support the advisory team through investment research and data input into financial planning software.
Candidates should be college students or post-grad CFP candidates with a minimum GPA of 3.2. A degree in Finance, Business, Accounting, or Financial Planning is preferred.
We are a fee-only fiduciary financial planning firm serving corporate professionals and executives, with particular experience working with individuals employed at companies such as Shell, Chevron, and BP. Our advisors provide consultative guidance, education, and implementation support to help clients navigate complex financial decisions with greater clarity. We offer comprehensive financial planning, along with in-house tax preparation, to deliver a more coordinated approach across key areas of a client’s financial life. In response to the needs of corporate professionals, our team has developed experience in: Employer compensation and benefits, including pensions, long-term incentive plans (LTIPs), 401(k) planning, and deferred compensation programs Tax planning and preparation considerations for high-income professionals across different stages of their careers Stock compensation, diversification considerations, and related tax implications Foreign filing considerations and compliance for expatriates and U.S. taxpayers working internationally Our approach focuses on helping clients make informed decisions by aligning financial strategies with their individual goals and circumstances. We currently manage over $2 billion in client assets for individuals and families across the country. As a fee-only firm, we do not sell products or earn commissions, which helps align our interests with those of our clients. In all we do, we aim to simplify the financial planning process and provide clear, thoughtful guidance. All recommendations are tailored to each client’s unique situation, and there is no guarantee that any strategy will achieve its intended results. If you are interested in learning more, we welcome the opportunity to discuss your specific needs and goals. https://wjohnsonwealth.com/contact-us
Offices: 5847 San Felipe, Suite 1500, Houston, TX 77057, US
We are a fee-only fiduciary financial planning firm serving corporate professionals and executives, with particular experience working with individuals employed at companies such as Shell, Chevron, and BP. Our advisors provide consultative guidance, education, and implementation support to help clients navigate complex financial decisions with greater clarity. We offer comprehensive financial planning, along with in-house tax preparation, to deliver a more coordinated approach across key areas of a client’s financial life. In response to the needs of corporate professionals, our team has developed experience in: Employer compensation and benefits, including pensions, long-term incentive plans (LTIPs), 401(k) planning, and deferred compensation programs Tax planning and preparation considerations for high-income professionals across different stages of their careers Stock compensation, diversification considerations, and related tax implications Foreign filing considerations and compliance for expatriates and U.S. taxpayers working internationally Our approach focuses on helping clients make informed decisions by aligning financial strategies with their individual goals and circumstances. We currently manage over $2 billion in client assets for individuals and families across the country. As a fee-only firm, we do not sell products or earn commissions, which helps align our interests with those of our clients. In all we do, we aim to simplify the financial planning process and provide clear, thoughtful guidance. All recommendations are tailored to each client’s unique situation, and there is no guarantee that any strategy will achieve its intended results. If you are interested in learning more, we welcome the opportunity to discuss your specific needs and goals. https://wjohnsonwealth.com/contact-us
Offices: 5847 San Felipe, Suite 1500, Houston, TX 77057, US
