Last Updated on: 3rd March 2024, 06:27 pm
InvestmentNews has today announced its Best Places to Work for Financial Advisors for the year, with Willis Johnson & Associates once again making the prestigious list in the 15-29 employee category, this time at the 16th position.
The accolade from InvestmentNews is given in recognition of a firm’s dedication to fostering employee satisfaction, encouraging professional growth and career prospects, and prioritising employee well-being.
“We’ve always been firm believers that when we treat our employees well, our employees turn around to offer our clients unparalleled service,” noted Willis Johnson & Associates President, Nick Johnson, CFA®, CFP®. “It’s of the utmost importance to continue investing money, time, and resources in our staff so we can continue to grow in both excellence and innovation.”
Securing a spot on this esteemed list for the fifth consecutive year signals an exceptional and admired company culture that is both recognised and appreciated by its employees. The staff at Willis Johnson & Associates is committed to their well-being and applies insights from previous endeavours to evolve as one of the premier wealth management firms in Houston.
The year 2023 saw Willis Johnson & Associates amass $1B in Assets Under Management and Advisement, mirroring the firm’s growth in client assets with an increase in staff. As the company looks forward to further growth, it is seeking new talent in roles related to financial advice, client operations, tax, and portfolio management.
“Ultimately, we’re trying to create a firm where people want to be and are proud to be,” Johnson said. “We create paths for growth and educational opportunities to get there, we offer flexibility and great benefits, and we create space to pause and connect as a team through social events and company retreats when we hit major milestones. We’re a people-first business and that starts with taking care of our team as the backbone of the firm.”
