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.
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
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.
Financial Planner Role
WH Cornerstone Investments, Inc. is a growing wealth management firm seeking a dynamic, high-energy Financial Planner to join our team. Founded in 1996, our boutique RIA provides high-touch, personalized service to a select group of high-net-worth individuals and families, with a niche in supporting widows. We currently manage $185 million in assets on the Schwab custodial platform, offering in-depth financial planning and investment management.
This role is ideal for a proactive, fast-thinking problem solver who thrives in a dynamic, entrepreneurial environment. We are looking for someone who is excited by innovation, enjoys experimenting with new ideas, and has the confidence to make quick decisions. You must be comfortable navigating ambiguity, taking initiative, and thinking creatively to enhance both client experiences and internal workflows.
Who You Are:
- A strategic thinker who embraces change, takes on challenges, and drives urgency in decision-making.
- Confident in decision-making and unafraid to take calculated risks to drive results.
- Innovative and adaptable, always looking for ways to streamline and optimize processes especially leveraging technology solutions.
- A strong communicator, who listens actively and speaks with clarity and impact.
- Relationship-driven, with a genuine interest in helping clients navigate their financial futures.
- Thrives in an unstructured environment, frequently switching tasks and finding creative solutions.
- Comfortable piloting new ideas and adjusting strategies in real-time to ensure success.
Key Responsibilities:
- Provide comprehensive financial planning for clients, integrating investment management, estate planning, and risk management strategies.
- Take ownership of client relationships, managing ongoing communication and service needs.
- Assist in managing client portfolios, including executing trades in alignment with investment objectives and risk tolerance.
- Lead client meetings within 12-18 months, becoming a trusted advisor to our clients.
- Identify opportunities to streamline processes, implement new technologies, and enhance client engagement.
- Participate in business development initiatives, including marketing and networking efforts.
- Support compliance and operational tasks, ensuring adherence to policies and procedures.
- Develop creative client engagement strategies to build strong relationships and generate new business.
- Identify innovative ways to streamline financial planning and investment research.
What You Bring:
- Strong analytical skills and comfort with financial planning and portfolio management software.
- Ability to think on your feet, make quick decisions, and execute efficiently.
- Strong technical knowledge of estate planning, tax strategies, and investment analysis.
- Comfortable with video calls, digital communication, and creating video content for client engagement.
- of investment management.
- Series 65 license (or ability to obtain within 90 days of hire).
- Certified Financial Planner (CFP®) or actively working toward certification.
Compensation & Benefits:
- Salary range: $100,000 - $125,000, based on experience and impact.
- 401(k) match and profit-sharing contribution (after one year of service).
- Paid vacation, holidays, and personal days.
- Company-paid professional licenses and certifications.