We are seeking a highly motivated associate who is able to match our pace, work ethic, and passion. The Senior Planning Associate (PA) plays an essential role in shaping and delivering a highly personalized advice and service offering to firm clients. This full time position will work closely with a Lead Advisor and ideally will have ability to service clients independently within 1-2 years.
The ideal candidate will:
Have strong analytical ability that can be applied toward creative problem solving
Be able to thrive in a fast-paced environment
Be organized with excellent attention to detail
Have ability to prioritize and manage multiple tasks concurrently
Have a can-do attitude and desire to contribute to a positive work environment
Enjoy presenting ideas and concepts both orally and in writing
Love helping people with a passion for excellent service
DMJWA is a firm that will provide:
Opportunity for career growth
Starting salary commensurate with the compensation for this position in the industry - with due respect to experience, skill sets and potential you can bring to our firm
A full benefit package including health, dental, life, long-term disability and retirement
Support for continuing education
Job Responsibilities Include but are not limited to:
Provides support to Advisor with active involvement in the financial planning process
Creates and maintain financial plans for assigned clients
Delivers exceptional client care with ability to instill a high level of confidence in clients and participate fully in supporting the client experience
Compiles reports and additional information for advisor review, and contributes to meeting preparation
Participates in client meetings, take notes, detail action items, and ensure follow up on action items
Fosters a streamlined client onboarding process to facilitate an effective client-advisor relationship
Proactively engages in Planning Team projects (internal and external), including the refinement of firm processes and procedures
Strives toward a thorough understanding of firm services, philosophies, and ideologies
Qualifications, Experience and Additional Requirements:
Four year college degree in Finance or a related field required.
Working towards, or have, CFP® certification within 12 months of hire date.
Minimum of four years’ experience in the financial services industry preferred.
Experience with eMoney financial planning software preferred.
Excellent Customer Service skills
Excellent verbal and written communication skills
Willingness to work overtime as necessary
Ability to work in a collaborative, team environment
Microsoft Office proficiency, especially Excel (tables, charts, pivot tables, conditional formulas)
Strong affinity with technology
About DMJ Wealth Advisors, LLC:
As we enter 2019, DMJ Wealth Advisors celebrates our 20th Anniversary serving our clients in an effort to provide very personalized, substantive and thoughtful planning and investment guidance.
We did not begin this journey 20 years ago with the intent of becoming one of the largest independent financial services firms in our market. Instead, we began the firm with a focus on simply taking care of one client at a time. Now, we find our firm has grown to a point where we provide guidance on over $500 Million of client marketable securities. We attribute our 100% organic growth over the years to the trust, confidence and referrals from both our clients and the CPAs at DMJ & Co., PLLC - our sister firm.
We take our mission seriously and are proud to have a cast of experienced team members that are dedicated to providing outstanding service and advice designed to support each clients' personal goals
About DMJ Wealth Advisors, LLC
DMJ is composed of two independent but affiliated entities. DMJ Wealth Advisors, LLC and DMJ & Co., PLLC provide professional financial advice to both corporate and individual clients. Combined we have over 60 employees and celebrated our 60th anniversary in 2009.
We are a full-service financial firm committed to helping people pursue their financial goals. We perform Comprehensive Financial Planning and offer Investment Advice.