Financial Planner/Advisor

Location
Sugar Land, Texas
Salary
Competitive Base Salary + Benefits
Posted
May 25, 2021
Closes
Jun 24, 2021
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Required

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