I started my own financial planning/tax firm five years ago and am now nearing my capacity to take on new clients. I am looking for someone (preferably a career changer) based in New Jersey 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.
Must be willing to pursue the CFP® designation. Must be willing to pursue 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.