Industry: Financial Planning Consultants,Financial Services,Investments

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Join our team at Willis Johnson & Associates

Financial Planning Consultants

Are you passionate about helping individuals and families achieve their financial goals? Do you have a strong background in finance and a desire to make a difference in people’s lives? If so, Willis Johnson & Associates is looking for talented individuals like you to join our team as Financial Planning Consultants.

Company Overview
Willis Johnson & Associates is a leading financial services firm dedicated to providing personalized financial planning and investment management services to clients across the United States. Our team of experienced professionals is committed to helping individuals and families plan for their financial future and achieve their long-term goals.

Job Responsibilities
As a Financial Planning Consultant at Willis Johnson & Associates, you will be responsible for:

• Conducting comprehensive financial reviews for clients to assess their current financial situation and identify their financial goals
• Developing customized financial plans and investment strategies based on clients’ individual needs and objectives
• Implementing and monitoring clients’ financial plans, making adjustments as needed to help them stay on track to meet their goals
• Providing ongoing financial guidance and education to clients to help them make informed decisions about their finances

Qualifications
The ideal candidate for this position will have:

• A bachelor’s degree in finance, economics, or a related field
• At least 3 years of experience in financial planning or investment management
• Strong analytical skills and attention to detail
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Certified Financial Planner (CFP) designation is preferred, but not required

Benefits
At Willis Johnson & Associates, we offer a competitive salary and benefits package, including:

• Health, dental, and vision insurance
• 401(k) retirement plan with company match
• Paid time off and holidays
• Professional development and training opportunities
• A supportive and collaborative work environment

Financial Services

Are you looking to take your career in finance to the next level? Do you have a passion for helping clients achieve their financial goals? Willis Johnson & Associates is seeking experienced financial services professionals to join our team and contribute to our mission of helping individuals and families plan for a secure financial future.

Company Overview
With over 20 years of experience in the financial services industry, Willis Johnson & Associates is a trusted partner for individuals and families seeking comprehensive financial planning and investment management services. Our team of dedicated professionals is committed to providing personalized guidance and support to help clients achieve their long-term financial goals.

Job Responsibilities
As a Financial Services professional at Willis Johnson & Associates, you will:

• Work closely with clients to understand their financial goals and develop customized financial plans to help them achieve those goals
• Provide ongoing support and guidance to clients to help them make informed decisions about their finances
• Recommend investment strategies and products that align with clients’ risk tolerance and financial objectives
• Monitor clients’ portfolios and make adjustments as needed to ensure they are on track to meet their goals

Qualifications
To be successful in this role, you should have:

• A bachelor’s degree in finance, economics, or a related field
• At least 5 years of experience in financial services or investment management
• Strong knowledge of financial products and services
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Series 7 and 66 licenses are preferred, but not required

Benefits
Joining the team at Willis Johnson & Associates comes with a range of benefits, including:

• Competitive salary and performance-based bonuses
• Comprehensive health, dental, and vision insurance
• 401(k) retirement plan with employer match
• Paid time off and holidays
• Opportunities for career growth and advancement

Investments

Are you a skilled investment professional looking for a new challenge? Do you have a proven track record of success in managing investment portfolios and helping clients achieve their financial goals? Willis Johnson & Associates is seeking talented individuals to join our team as Investment Specialists and contribute to our mission of helping clients build and preserve their wealth.

Company Overview
At Willis Johnson & Associates, we believe in a disciplined approach to investing that focuses on long-term growth and wealth preservation. Our team of investment specialists is dedicated to providing clients with tailored investment solutions and high-quality service to help them achieve their financial objectives.

Job Responsibilities
As an Investment Specialist at Willis Johnson & Associates, you will be responsible for:

• Conducting in-depth research and analysis to identify investment opportunities that align with clients’ risk tolerance and financial goals
• Developing and implementing investment strategies to optimize clients’ portfolios and maximize returns
• Monitoring market trends and economic developments to make informed decisions about clients’ investments
• Providing regular updates and performance reports to clients to keep them informed about their investment portfolios

Qualifications
The ideal candidate for this position will have:

• A bachelor’s degree in finance, economics, or a related field
• At least 3 years of experience in investment management or portfolio analysis
• Strong analytical and quantitative skills
• Excellent problem-solving abilities and attention to detail
• Ability to work well under pressure and meet deadlines
• CFA designation is preferred, but not required

Benefits
Working at Willis Johnson & Associates comes with a range of benefits, including:

• Competitive salary and performance-based bonuses
• Comprehensive health, dental, and vision insurance
• 401(k) retirement plan with employer match
• Paid time off and holidays
• Opportunities for professional development and advancement

If you are passionate about finance and helping clients achieve their financial goals, we want to hear from you. Apply now to join the team at Willis Johnson & Associates and make a real difference in the lives of our clients.