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Associate Wealth Manager - Lead Client Cases; Fee

Job in Houston, Harris County, Texas, 77246, USA
Listing for: Willis Johnson & Associates
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 80000 - 125000 USD Yearly USD 80000.00 125000.00 YEAR
Job Description & How to Apply Below
Position: Associate Wealth Manager - Lead Client Cases (Fee-Only)
A leading wealth management firm in Houston is looking for an Associate Wealth Manager to assist in developing client financial strategies and managing relationships. This role involves preparing financial plans, leading meetings, and responding to client requests. Candidates should have a Bachelor's degree in Finance or related fields and at least three years of industry experience. The firm offers a competitive salary range of $80,000-$125,000/year along with bonuses, comprehensive benefits, and professional development opportunities.
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Position Requirements
10+ Years work experience
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