InvestmentNews has revealed its latest Best Places to Work for Financial Advisors list, with Willis Johnson & Associates featuring for the fifth year in a row. The firm achieved the 16th rank in the category for companies employing 15-29 staff.
InvestmentNews’ annual awards are designed to highlight firms that excel in employee satisfaction, professional development, career opportunities, and the emphasis on 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,” expressed 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.”
Being acknowledged as a top workplace for five consecutive years is indicative of a remarkable and esteemed company culture that is both recognised and valued by its employees. Willis Johnson & Associates prioritises the well-being of its team and utilises the knowledge from past initiatives to continue its ascent as a leading wealth management firm in Houston.
In 2023, Willis Johnson & Associates celebrated reaching the milestone of $1B in Assets Under Management and Advisement, with client assets growing in step with the firm’s staff. The company is now recruiting for various positions across financial advising, client operations, tax, and portfolio management to support its future growth.
“Ultimately, we’re trying to create a firm where people want to be and are proud to be,” Johnson conveyed. “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.”
