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Wealth Planning Analyst: Path to Associate Wealth Manager
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-01-12
Listing for:
Willis Johnson Associates, Inc
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Services, Financial Consultant
Job Description & How to Apply Below
This role offers the opportunity to transition into an advisory position within 2-3 years, supporting Wealth Managers and maintaining client relationships. Candidates should have a Bachelor's degree in Finance or a related field, along with strong interpersonal and technical skills. A competitive salary range of $65,000 - $80,000 is offered, plus bonuses.
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Position Requirements
10+ Years
work experience
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