Willis Johnson & Associates Named a 2021 Best Place to Work for Financial Advisers

For the third year in a row, Willis Johnson & Associates was  recognized as a Best Place to Work for Financial Advisers by InvestmentNews.

The InvestmentNews award criteria recognizes employee satisfaction, professional growth and career opportunities, and a firm's focus on its employee's wellbeing . The recognition offered by InvestmentNews as a Best Place to Work for Financial Advisors confirms that our firm's focus on serving employees well is being acknowledged.


What It's Like To Work at WJA 

In addition to surveys sent by awarding organizations such as InvestmentNews, Willis Johnson & Associates also conducts in-house anonymous surveys on employee satisfaction, suggestions for improvement, and recommendations for company activities. As a firm, we pride ourselves on incorporating these responses into the benefits and overarching employee experience, including:

Taking Care of Employees

When times get tough, people want to know their jobs are secure as they endure what life throws at them. During the COVID-19 pandemic, WJA transitioned to being a remote firm, offered stipends and supplies for establishing an ergonomic home office, and provided 2 weeks of worry-free paid time off to anyone experiencing COVID-19 symptoms so they could recover without concerns of diminishing their accrued PTO. 


Life at WJA

As the popular adage goes, at Willis Johnson & Associates, we "work hard and play hard." Whether the firm is participating in chili cook-offs, virtual cooking classes, company potlucks, exploring Houston's Nutcracker Market, or trying one of Houston's latest restaurants for Happy Hour, WJA keeps the calendar filled with activities and outings for employees. Additionally, the firm  offers internal recognition for both major career milestones and day-to-day contributions to the firm. 


Professional Development 

Employees are encouraged to participate in a number of professional organizations including the Financial Planning Association of Houston, G2  Leadership Institute, and the Houston Estate & Financial Forum. In 2020, the firm launched its mentorship program, LEAD (Leadership, Experience, Advocacy, Drive) for all employees to gain insight into various areas of personal and professional growth in one-on-one meetings with mentors from other departments and members of the leadership team. Additionally, WJA covers the cost of  registration and travel expenses for educational events, and reimbursement for study materials and exam expenses for professional exams (CFP®, CFA®, Series 65, etc.).


Career Opportunities

Like many things in life, career goals have the potential to change over time. Willis Johnson & Associates offers career paths in each department that allow employees to get an idea of where they're headed and what it takes to climb the ladder in their department. For those who want to transition into other departments more suited to their skillsets and interests, the firm also offers guidance on how to pivot into a new career path within the organization. 

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Since WJA's founding, the employee experience has been a pillar of focus for the leadership team. 

"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." 

Best place to work for financial advisors in houston - Willis Johnson & Associates

Why We’re Honored by this Recognition 

The firm was ranked as #4 among this year's top-75 financial advisory firms for financial advisors to work for across the U.S.. InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the survey and recognition program.

“We’ve all seen the value of a great work culture over the past year, and InvestmentNews is excited to once again recognize those firms that are taking a lead in providing great financial advice and being a great place to work,” said George Moriarty, Chief Content Officer, InvestmentNews. “These firms are leading the industry in developing best-in-class human resource practices.”

Being recognized as part of this elite group of great places to work for three years in a row indicates a unique and notable company culture that employees recognize and enjoy. It means the Willis Johnson & Associates team has a history of commitment to their employee's well-being and will use the knowledge gained through past efforts to continue growing into one of Houston's top wealth management firms.

To learn more about the InvestmentNews 2021 75 Best Places to Work for Financial Advisers, please go to Bestplacesforadvisers.com.

The InvestmentNews Best Places to Work for Financial Advisers program is a project conducted with employee survey firm, Best Companies Group. Winners are selected from data gathered using a two-part survey completed by both employers and employees where the employee survey results represent three-quarters of weighting in the final rankings. Employers report their organization's workplace policies, demographics, and internal practices whereas employees report their employee experience. Firms must have at least 15 employees and have been in business for one year to participate. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to InvestmentNews in exchange for inclusion in this ranking


Jordan Lynch

Jordan Lynch


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Willis Johnson & Associates is a registered investment advisor. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Corporate benefits may change at any point in time. Be sure to consult with human resources and review Summary Plan Description(s) before implementing any strategy discussed herein. Willis Johnson & Associates is not a CPA firm.