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.
Financial Services Intern - part-time

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 Attributes

  • 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