Wealth Advisor

WJ Interests is actively seeking a Wealth Advisor for our practice. WJ is a growing fee-only, registered investment advisor in Sugar Land, Texas. We serve over 200 clients and specialize in comprehensive wealth management, including portfolio management. Clients come first at WJ, and the right person will help us meet this goal. We offer a fulfilling, rewarding job including:

• Competitive base compensation plus discretionary bonuses
• 10 paid holidays
• Generous Paid Time Off that increases with tenure
• 401k match, plus discretionary match based on company performance
• Health care plan for employees
• Future ownership opportunities
• Flexible work schedule for work-life balance
• Immediate start date
• A collegial, family-based culture
• All professional dues and necessary registrations paid 
• All professional development paid 

Job Responsibilities

• Primary responsibility for wealth management activities at the firm
• Development of financial plans for new clients and plan updates for existing clients in coordination with our Associate Financial Planner
• 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 and wealth management for publication
• Get involved with the community and develop new business