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
$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 · Remote OK
$3k–$6k/wk
Spieldenner Financial Group is a part of one the fastest-growing insurance organizations in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and giving agents the tr…
Skills: Appointment Setting, Financial Research, Client Presentation, Insurance Sales, Underwriting Facilitation
Houston, Texas, United States · Hybrid
$70k–$85k/yr
Commercial Lines Account Manager (Hybrid – Houston, TX) 🚀 Join a Growing Commercial Insurance Team in Houston Pathfinder is actively hiring a Commercial Lines Account Manager to support and manage a dynamic book of busi…
Skills: Commercial Insurance Management, Client Relationship Management, Renewal Management, Underwriting Communication, Coverage Analysis
Houston, Texas, United States · On-site
SAVP, Commodities Counterparty Credit Manager Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, …
Skills: Counterparty Credit Management, Underwriting, Portfolio Management, Commodities Trading, Risk Management
Houston, Texas, United States · On-site
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Banking, Client Loyalty, Customer Experience, Customer Service, Identifying Opportunities
Houston, Texas, United States · Hybrid
Job Overview: The Senior FP&A Analyst will play a critical role in supporting financial planning, forecasting, reporting, and operational analysis across the Contractor Solutions segment. This position partners closely w…
Skills: Financial Planning, Forecasting, Budgeting, Financial Modeling, Data Analysis
Houston, Texas, United States · Hybrid
$85k–$110k/yr
Markets Analyst - Biofuels Arva Intelligence Department: Sales and Marketing Reports To: Business Develop Manager - Biofuels Location: Houston, TX (Hybrid / Partial Remote) Base Salary: $85K – 110K plus bonus About Arva …
Skills: Project Management, Financial Modeling, Quantitative Analysis, Market Analysis, Carbon Intensity Modeling
Houston, Texas, United States · On-site
$61k–$69k/yr
Special instructions to Applicants: All interested applicants should attach a resume and cover letter in the Supporting Documents section of the application, preferably in a PDF format to avoid any formatting issues. Abo…
Skills: Grant Accounting, Financial Reporting, Budget Oversight, Excel, Uniform Guidance
Houston, Texas, United States · On-site
We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible. As a Lead Software Engineer at JPMorgan Chase within Commercial & Investment Bank, you are an integr…
Skills: Java, AI-Assisted Engineering, Object-Oriented Programming, Multi-threading, Messaging Technologies
Houston, Texas, United States · On-site
The Resource Analyst will: Provide financial and workforce analysis support to ISS Resources Office with primary focus on ISS Program in support of the MTIC Contract.Review and process contract deliverables.Support the i…
Skills: Financial Analysis, Workforce Analysis, Budget Formulation, Power BI, Microsoft Office Suite
Houston, Texas, United States · On-site
POSITION SUMMARY: The Director of Procurement & Accounts Payable is responsible for end-to-end leadership of the procure-to-pay (P2P) function across a multi-facility specialty hospital system serving patients with neuro…
Skills: Procure-to-Pay Lifecycle, Internal Controls, Vendor Management, Contract Negotiation, Financial Analysis
Houston, Texas, United States · On-site
$58k–$65k/yr
Company Description USPh (U.S. Physical Therapy) is one of the largest publicly traded, independent operators of leading physical and occupational therapy clinics dedicated to enhancing patient outcomes through a collabo…
Skills: Chargemaster Management, Medical Coding, Fee Schedule Analysis, Pricing Rationale, CPT Codes
Houston, Texas, United States · On-site
Brief Description The Category Manager — IT owns sourcing strategy, contract management, and supplier relationships for software, SaaS, telecommunications, and IT services spend across Patterson-UTI Management Services a…
Skills: Strategic Sourcing, Contract Management, SaaS Negotiation, Supplier Relationship Management, Spend Analysis
Houston, Texas, United States · On-site
$18/hr–$20/hr
Company Description At Audi of West Houston, a Sonic Automotive family dealership, you'll find the opportunities, resources, and support you need to grow and develop professionally. Our 100+ dealerships are concerned wit…
Skills: Cash Handling, Billing, Filing, Customer Service, Computer Literacy
Houston, Texas, United States · Hybrid
What we do here changes the world. UTHealth Houston is Texas’ resource for healthcare education, innovation, scientific discovery, and excellence in patient care. That’s where you come in. We are seeking a Patient Accoun…
Skills: Insurance Eligibility, Benefit Verification, Medical Collections, Denial Management, Claims Follow-up
Houston, Texas, United States · On-site
With a network of nearly 200 branches, Loomis armored transportation, cash management centers, and cash inventory vaults keep cash flowing throughout financial institutions and retail businesses across the US. Loomis pri…
Skills: Contract Negotiation, Legal Drafting, Contract Management, Litigation Support, Compliance
Houston, Texas, United States · On-site
With a network of nearly 200 branches, Loomis armored transportation, cash management centers, and cash inventory vaults keep cash flowing throughout financial institutions and retail businesses across the US. Loomis pri…
Skills: Armored Vehicle Operation, Cash Management, ATM Servicing, Secure Transport, Cargo Loading
Houston, Texas, United States · On-site
$19/hr–$20/hr
With a network of nearly 200 branches, Loomis armored transportation, cash management centers, and cash inventory vaults keep cash flowing throughout financial institutions and retail businesses across the US. Loomis pri…
Skills: Cash Handling, Inventory Management, Basic Mathematics, Physical Lifting, Record Keeping
Houston, Texas, United States · On-site
We are searching for a Patient Access Rep. Someone who will ensure timely and accurate patient registration by serving as the liaison between patient/family, payers, Healthcare Information Management (Medical Records), P…
Skills: Patient Registration, Insurance Verification, Medical Billing, Customer Service, Data Entry
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The Associate Wealth Manager prepares comprehensive financial plans and strategies while serving as the primary point of contact for client correspondence. They are responsible for leading select client cases and implementing approved investment strategies to deepen client relationships.
Candidates must have a bachelor's degree in a finance-related field and at least three years of industry experience. Required or pursued credentials include CFP, CFA, CPA, or Series 65 licenses.
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 responsibilities and are responsible for leading select client cases. The Associate Wealth Manager will be the main point of contact for client correspondence and help develop and maintain client relationships.
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 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. WJW is also proud to be one of the Best Places to Work for Financial Advisors by Investment News.
Essential Responsibilities
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
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