Financial Planning Analyst - Path to Wealth Manager
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Willis Johnson Wealth in Houston, TX seeks a Financial Planning Analyst to support Wealth Managers on financial strategies, plans, and projects while undergoing technical training and one‑on‑one mentoring. You’ll be the first point of contact for clients and may lead select client cases under close supervision.
The role offers a clear path to an Associate Wealth Manager within 24-36 months, with exposure to tax planning, investments, and personal financial planning.
This is a genuine role to take on the Financial Planning Analyst - Path to Wealth Manager role at Willis Johnson Associates, Inc.
The position is based in Houston, TX, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 65..
We aim to respond to suitable candidates as soon as possible.
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