Careers

Thanks for your interest in WH Cornerstone. We are growing!

We are always on the lookout for self-starters who have the ability to work successfully in a small company environment where it is expected you will wear many hats. Our priority is putting our clients’ needs first and if you’re someone who has superior client service skills, a great work ethic and is relationship-oriented, we want to hear from you. 

See something that you are interested in and qualified for? Email us at careers@whcornerstone.com, indicate which position you are applying for, tell us why you are interested and what your qualifications are (what they call a “cover letter”), and attach your resume.

Things that will capture our attention.

• Commitment to life-long learning and CANI (constant and never-ending improvement).
• Record of community involvement, especially if one has achieved the rank of Eagle Scout or Girl Scout Gold.
• Candidate who sends us a personalized video introduction.

About WH Cornerstone Investments

One thing we know for sure is that life throws many curve balls.

At WH Cornerstone Investments, we’re not just a wealth management firm – we’re a close-knit clan with a purpose. The death of a spouse, a divorce, the sale of your business, or even retirement can feel like insurmountable challenges. Helping our clients with plans of action and presenting ways to rebuild their financial (and personal) lives is truly our higher purpose.

Founded in 1996 by a dedicated husband-and-wife team, we’ve spent four decades providing high-touch, personalized service to our esteemed clients. Our niche lies in supporting widows on their financial journey, making a real impact on their lives and our team members must be comfortable and passionate about helping widows rise-up and navigate their path forward.

We value lifelong learning and growth, embodying a “constant and never-ending improvement” mindset. Our core values—authentic, thoughtful, straight shooter—drive us to do what’s right for our clients and our team. Join us to be a part of a culture that’s committed to collaboration, making a difference, and building a future where both clients and employees thrive.

We currently manage $165 million in assets in a fee-for-service model in both in-depth financial planning and money management.

Associate Financial Advisor Role

• The Associate Financial Advisor provides excellent service, operation support to the team and our clients.
• Builds positive relationships with client, business partners, and vendors while working to deliver meticulous service and solutions.

Responsibilities will include, but not limited to:

• Client service, including client meeting preparation, portfolio changes and reviews, information data gathering, implementation of recommendations, account service and maintenance, and reporting.
• Comprehensive financial planning including coordination of asset management, estate planning, and risk management.
• Assistant in managing client portfolios including executing trades on behalf of clients in accordance with their investment objectives and risk tolerance.
• Client asset management, including coordination of complete financial planning and wealth management (analysis, estate planning, tax strategies for assets under management, and portfolio management.)
• Client relationship management for clients, including ongoing, and regular client contact and communications as well as open, transfer, and manage client accounts.
• Client and team meetings as required; special projects, as appropriate, back up for Client Service Manager, as needed.
• Work with the firm’s partners to communicate solutions either directly or indirectly with clients.        • Researches and resolves client issues, as needed.
• Adhere to all compliance/risk procedures and follow corporate and industry protocols.
• Support the Chief Compliance Officer to ensure that all paperwork, policy, and procedures for client requests have been adhered to satisfy compliance requirements.
• Participate in projects to improve processes and enhance the client experience.
• Assists with on-going business development, marketing efforts, and social media efforts, including identifying and developing their own book of business.
• Perform duties with confidence, minimal supervision, and sound judgment to mitigate risk for the firm.

Requirements
• Desire/ability to work successfully in a small company environment where it is expected that you will wear many hats with varied responsibility.
• Must have a sense of urgency, ability to multi-task and work unsupervised, with excellent organizational skills and judgment, and strong prioritization skills.
• Excellent listening, written and oral communications skills and comfort with being on video conference calls and creating videos for business purposes.
• Working knowledge of Customer Relationship Management (CRM) (Redtail, a plus) and Portfolio Management Software (Orion, a plus) strongly preferred. Research knowledge of software providers such as Morningstar, ValueLine and CFRA.
• Working knowledge of custodial operations (Charles Schwab, a plus).
• Prior experience working with institutional trading platform is helpful.
• College degree and three-five years of industry experience preferred.
• Series 65 preferred (or ability to obtain within 90 days of hire.)
• Certified Financial Planner CFP® or working towards it.

Salary and Benefits

• Competitive pay $55,000-$75,000
• 401(k) match and profit-sharing contribution (after one year of service)
• Paid vacation, holidays and 2 personal days

 

Things that will Capture our Attention

  • Commitment to life-long learning and CANI (constant and never-ending improvement)
  • Record of community involvement
  • Candidate who sends us a personalized video introduction

Be a jack of all trades in supporting the firm from office admin to financial and investment planning to marketing efforts. This could be a summer or year-round position for the right candidate.

Job Responsibilities

•Assist in general office administration.
• Assist with client onboarding, including preparation of new accounts forms.
• Collect, organize and input client information.
• Prepare client reports and help maintain client databases such as CRM.
Assist in the preparation of financial and investment plans.
• As directed, research investments, present findings in spreadsheets.
• Support the marketing efforts of the firm with daily administrative tasks.
• Collecting quantitative and qualitative data from marketing campaigns.
• Support the marketing efforts of the firm with daily administrative tasks.
• Support marketing efforts which may include helping script, film, and edit short videos for social media and do create other social media posts.
• Other duties as assigned and perform all duties with confidence, minimal supervision, and sound judgment.

Education and Attibutes

• Pursuing a Bachelor’s degree.
• Excellent computer skills, including Word, Excel, PowerPoint, and Google Docs (or equivalents).
• Comfortable with cloud-based applications, including CRM, financial planning software, portfolio management, online file storage, team-based communications, electronic document signing/sending programs.
• A self-starter who has the desire and ability to work in a small company environment where it is expected that you will wear many hats.
• Organized with attention to detail.
• Easy going, unflappable, self-aware, friendly and flexible. 

Compensation

• Salary range: $17-19/hour

Job Type: Full-Time. W-2 position.

Benefits Offerings:
  • 401(k) + match
  • Profit-sharing opportunities (after 2 year of employment)
  • Vacation time / PTO – Personal days, holidays, and vacation
  • We currently do not offer health, dental and vision benefits

Administrative Assistant​ / Office Manager Job Summary:​
WH Cornerstone Investments, Inc., a boutique wealth management firm led by a dedicated husband-and-wife team with close to 30 years of experience, is seeking an experienced Administrative Assistant​/ Office Manager (a.k.a. our “Chief of Getting S#!t Done and keeping clients happy”) to join our small, tight-knit team. The Administrative Assistant​ / Office Manager will act as the cornerstone of our operational efficiency, ensuring that our clients receive the highest level of service. This role will work closely with our visionary Co-Founders to maintain and enhance our day-to-day operations, as well as provide administrative, executive assistant, and HR support.

Administrative Assistant​ / Office Manager​ Responsibilities:​
  •   • Act as an Administrative Assistant to company Co-Founders, maintaining their schedules and efficiently managing tasks, including maintaining and updating CRM
  •   • Efficiently manage email correspondence, meeting schedules, and travel arrangements for Co-Founders and general office needs and draft written and/or electronic communication
  •   • Schedule and facilitate client meetings, greet clients, and maintain overall client relationships
  •   • Respond to client inquiries for information and requests
  •   • Manage communications with prospects and help develop proposals
  •   • Manage Co-Founders social media accounts, as needed
  •   • Provide accountability for the day-to-day operations and office manager responsibilities, ensuring alignment with the company’s vision and values
  •   • Collaborate with Co-Founders, serving as a partner in both client and vendor relationships
  •   • Manage EOS process including quarterly, annual and three-year goals, and removing roadblocks
  •   • Manage accounts receivable and payable efficiently, including bookkeeping
  •   • Manage administrative HR tasks, including payroll, coordinating employee reviews, updating employee manuals, assisting in recruiting, and other HR responsibilities
  •   • Identify opportunities to enhance operational processes
  •   • Additional responsibilities based on company needs and operational support as well as cross training with other job functions
 
Administrative Assistant​ / Office Manager Qualifications:
  •   • Bachelor’s Degree preferred
  •   • 5+ years of experience in an administrative assistant, executive assistant, operations management, office management, or similar role
  •   • Client-facing experience in a professional office setting is required, including greeting arriving clients and frequent client outreach.
  •   • Experience in a similar industry is preferred but not required (wealth management / financial planning)
  •   • Strong problem-solving skills with the ability to strategically lead operations while managing daily tasks
  •   • Proficiency in basic financial management tasks, including managing budgets, handling accounts receivable and payable, and financial reporting
  •   • Light HR admin experience preferred, including employee reviews, HR administration, and basic knowledge of employment regulations 
  •   • Familiarity with vendor management and the ability to maintain positive vendor relationships preferred
  •   • Proficiency in common office software (e.g., Mac computers, Microsoft Office Suite including Word & Excel, CRM, etc.)
  •   • Adaptable to a small office environment and contribute to various aspects of daily operations and work independently

Things that will Capture our Attention:
  •   • Commitment to life-long learning and CANI (constant and never-ending improvement)
  •   • Record of community involvement
  •   • Candidate who sends us a personalized video introduction

Why Join WH Cornerstone Investments:
One thing we know for sure is that life throws many curve balls. At WH Cornerstone Investments, we’re not just a wealth management firm – we’re a close-knit family with a purpose. The death of a spouse, a divorce, the sale of your business, or even retirement can feel like insurmountable challenges. Helping our clients with plans of action and presenting ways to rebuild their financial (and personal) lives is truly our higher purpose.

Founded in 1996 by a dedicated husband-and-wife team, we’ve spent four decades providing high-touch, personalized service to our esteemed clients. Our niche lies in supporting widows on their financial journey, making a real impact on their lives. We value lifelong learning and growth, embodying a “constant and never-ending improvement” mindset. Our core values – do what’s ethical, trustworthy, and kind – drive us to do what’s right for our clients and our team. Join us to be a part of a culture that’s committed to collaboration, making a difference, and building a future where both clients and employees thrive.