Financial Planner/Advisor
WJ Interests is actively seeking a financial planner/advisor for our practice. We are a growing Fee-Only firm with a strong client-centered culture. The position is ideal for someone who has a passion for financial planning and serving clients. Please review our website at www.wjwealth.com to find out more about our services and values.
Job Responsibilities
• Primary responsibility for financial planning activities at the firm
• Development of financial plans for new clients and plan updates for existing clients
• Present financial plans to clients and address their financial issues and questions
• Stay abreast of recent developments in financial planning including legislative changes
• Proactively engage and advise clients on strategies that will improve the overall outcome of their financial well-being
• Work with clients and other staff to establish client accounts and coordinate asset transfers
• Respond to client inquiries and initiate client contact when appropriate
• Write regular articles on financial planning for publication
We are looking for someone who has:
• The ability to manage multiple projects at one time without supervision
• The drive to provide the highest level of customer care and service.
• Experience with Moneyguide Pro and tax planning software
• Excellent communication skills including both verbal and written including the ability to effectively engage in conflict resolution and handling objections
• The ability to work with others to solve client problems
• Strong organization skills and detail oriented
Education
• Undergraduate degree
• CFP designation required
Experience
• At least 5 years’ experience developing financial plans and providing financial planning advice to clients
We offer
• Competitive base salary
• 401(k) & Profit Sharing Plan
• Free health insurance for employees
• Generous paid time off
• Small firm flexibility
• Future equity opportunity