What are the responsibilities and job description for the Junior Wealth Advisor position at Wealth Planning Experts?
JUNIOR WEALTH ADVISOR — WEALTH PLANNING EXPERTS
Who We Are — Our Story, Our Why, and Our Difference
Wealth Planning Experts and College Planning Experts were born from experience, not theory.
In 2005, our founder Brian Safdari graduated with massive student loan debt — only to learn later that he could have attended his dream school for less than the cost of a state college. Families don’t fail because they don’t care — they struggle because nobody teaches them what colleges and the federal financial system don’t want them to know. That became Brian’s mission, and College Planning Experts was born.
Then in 2007, Brian discovered the uncomfortable truth about Wall Street and large financial firms — where products, commissions, and risk are often placed above strategy, transparency, and family goals. He refused to participate in a system that misled families with their future on the line.
So he went independent. He became a fiduciary. And Wealth Planning Experts was created — built on a planning philosophy that places families first, always.
Our Core Values Trust Transparency Education
Value Consistency
These aren't slogans — WPE is a lifestyle, an experience, and a lifetime journey toward each family’s personal F4 Wealth Drain-Proof System.
The F4 Wealth Drain-Proof™ System
Our planning framework protects wealth through four life pillars: Faith • Family • Friends • Freedom
We guide families strategically — through college funding, retirement readiness, tax efficiency, risk reduction, and long-term wealth design — so their financial decisions
support life, purpose, and generational legacy.
Primary Responsibilities
• Participate in client planning meetings and strategy discussions
• Help families understand both college funding options AND retirement planning strategies
• Prepare planning summaries, projections, and client-facing documents
• Gather and organize financial data for planning input (income, assets, goals, timelines)
• Build plan visuals, reports, and scenario breakdowns for client meetings
• Maintain CRM accuracy — notes, tasks, next steps, milestones
• Track client follow-through and keep planning momentum active
• Communicate professionally and clearly throughout the advisory relationship
• Research planning strategies, retirement risks, and tax considerations
• Support educational workshops and help convert or schedule new appointments
• Assist with onboarding and required document collection
• Engage in ongoing advisor development to grow into a full advisor role
Recommended Experience & Skills
• 1–2 years in financial planning or wealth advisory recommended
• Strong communicator — confident, warm, and articulate with families
• Organized & detail-driven — able to manage multiple planning files actively
• Learns quickly and applies new planning concepts effectively
• Analytical thinker — able to translate numbers into decisions
• Motivated by growth, mastery, and impact
• Professional presence, responsibility, and long-term commitment to our mission
• Proficient in Microsoft Word, Excel, PowerPoint, and digital tools
• Must have reliable transportation for work and workshop events
• Enjoys educating families — not just completing tasks, but guiding outcomes
Your Next Step — A Career with Purpose
If you’ve read this far and feel a spark — if you want to grow, serve families, and build a career with purpose — then we want to meet you.
At Wealth Planning Experts, we’re building a team that believes in the power of guidance, truth, transparency, and long-term impact. We’re looking for someone who wants more than a job — someone who wants a mission, a mentor, and a future.
But we only move forward with candidates who can follow directions with precision and demonstrate the professionalism required for this role.
TO APPLY, FOLLOW THESE STEPS EXACTLY:
1) Email your resume to:
Genessy@WealthPlanningExperts.com
2) Include a cover letter that clearly explains:
• Why YOU are a strong fit for this role
• Why WE should choose to invest in your professional growth
3) Use this exact email subject line:
“Junior Advisor Application – [Your Full Name]”
Candidates who do not follow these steps will not be considered.
If you’re ready to learn, grow, and be mentored into an elite advisor under the guidance of the President — take the first step now.
Your future begins here.