I started my own financial planning firm five years ago and am now nearing my capacity to take on new clients. I am looking for someone (preferably a career changer) to join my firm. This is not a salaried position. I am looking for someone who might be thinking about starting their own firm that likes my business model and would benefit by joining forces with me. I will provide the RIA registration and compliance, software and other tools along with client referrals and lots of support. You would be working out of your home office so geography is flexible.
Must be a CFP® or pursuing the CFP® designation. Must be willing to obtain a tax designation (CPA, Enrolled Agent etc.). Must also pass the Series 65 Securities Examination.
About WJL Financial Advisors, LLC
WJL Financial Advisors has developed a unique financial planning service offering that provides clients with financial planning, investment management, tax planning and tax preparation for a low flat fee. Our model has really resonated with clients and we are growing rapidly.