Financial Planner/Advisor
- Employer
- WJ Interests, LLC
- Location
- Sugar Land, Texas
- Salary
- Competitive Base Salary + Benefits
- Closing date
- Mar 20, 2021
View more
- Job Role
- Financial Planner
- Employment Type
- Full Time
- Level
- Experienced
- Experience Level
- 5 to 9 years
- CFP® Certification
- Required
You need to sign in or create an account to save a job.
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
You need to sign in or create an account to save a job.
Get job alerts
Create a job alert and receive personalized job recommendations straight to your inbox.
Create alert