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Senior Wealth Advisor — Autonomy, Growth & Ownership
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-07-31
Listing for:
Willis Johnson Associates, Inc
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Willis Johnson Wealth is seeking a Wealth Manager to lead client relationships and oversee financial plans and investment strategies, independently or with support from a Planning Analyst or Associate Wealth Manager.
The role includes conducting Financial Planning Reviews, meeting with prospective clients, gathering data, generating proposals, and presenting the firm’s value to close new accounts.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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