HOUSTON, US. March 1st, 2024 - InvestmentNews’ released their Best Places to Work for Financial Advisors ranking this morning. For the fifth year in a row, Willis Johnson & Associates made the list for companies with 15-29 employees, ranked #16.
Each year, the InvestmentNews award criteria recognize employee satisfaction, professional growth and career opportunities, and a firm's focus on its employee's 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," Willis Johnson & Associates President, Nick Johnson, CFA®, CFP® said. "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."
Being recognized as part of this elite group of great places to work for five years in a row indicates a unique and notable company culture that employees recognize and enjoy. The Willis Johnson & Associates team has a history of commitment to their employee's well-being and uses the knowledge gained through past efforts to continue growing into one of Houston's top wealth management firms.
In 2023, Willis Johnson & Associates reached $1B in Assets Under Management and Assets Under Advisement, growing client assets in tandem with their staff growth. To continue to scale for its projected growth, the firm is hiring in open roles across financial advising, client operations, tax, and portfolio management functions.
“Ultimately, we’re trying to create a firm where people want to be and are proud to be,” said Johnson. “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.”