Financial Planner/Advisor

1/14/2021
WJ Interests
Ashley Cornner-Patel
2333 Town Center Drive, Suite 100 Sugar Land, TX 77478 Phone: 281-634-9400
Ashley@wjwealth.com
Email
Post Your Resume

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