Bringing Confidence & Financial Peace of Mind to Clients
Role: Planning Associate
We believe in providing opportunities to professionals who want to excel in the financial planning arena. As a Planning Associate, you’ll develop tailored financial plans and assist in providing investment advice that will help our clients achieve their most important financial goals. Advance your career in a welcoming team environment and help us bring substantive value to our clients.
In this role you will:• Gain a deep understanding of our clients’ unique needs and aspirations• Evaluate planning and investment solutions designed to support the clients stated goals.• Build and deepen your knowledge and planning skills by working within our tools toprovide personalized guidance• Be an active part of a collaborative team and share best practices• Assist in helping Clients develop a path to a successful financial future
Your opportunity to grow in DMJ Wealth Advisors is not limited
At DMJ Wealth Advisors we encourage our professionals to challenge themselves; maximize their talents and create their own trajectory for success.
What it takes• Three+ years’ experience in an advisory or brokerage firm• An ability to create financial plans using traditional industry software• Investment and market knowledge• Client Relationship experience preferred• A positive culture of working with a professional team
What you’ll need• CFP or willing to pursue the CFP for completion within 24 months• Series 65 (or ability to obtain within 3 months of assuming position).• 4 year College Degree• Clean U-4 (assuming currently or previously licensed)
About DMJ Wealth Advisors, LLCWe are passionate about providing our clients with actionable financial planning advice and investment guidance.We are a growth oriented firm which desires to attract and provide opportunities for those wanting to excel and become successful.Our positive team culture and respect for the skills of each professional is a critical component of our working environment.We provide objective, fee-based advice and asset management, with an aim to help our customers build a better financial future.