Initial Expectations

Please read and follow the instructions on this page. Thereafter, email a resume and cover letter to: jobs@planningwithpurposeinc.com

I appreciate a cover letter being personal and about you, not necessarily your "skills" - in other words, please show me who you are, your interests, your goals, your family life, your aspirations. I am far more concerned about hiring the right person versus the most qualified person (as it may show on paper that is).

About the Job Opprtunity

We are an estate planning firm. "Estate Planning" deals with much more than just wills or trusts, although that is the main area of practice. EP also means we deal with a lot of business interests, real property, Elder issues, Medicaid questions and designs, and much more. EP absolutely includes wills, trusts, power of attorneys, probates, settlement of trusts, and all related issues with traditional estate planning.

What is not traditional is Planning With Purpose's approach to EP. We are a relationally based firm that develops strategic plans for clients. We have an uncommon approach to developing relationships with our clients and are absolutely not a document production firm. I take great responsibility in mentorship and relationship of associates as well. You can expect to learn more than what you believed estate planning is about with an opportunity to grow with the firm.

We are seeking someone that can assist the firm in guiding clients with managing their assets as it applies to estate planning (it's similar to herding cats, so let me know if you possess that skill !). You are welcome to see a more detailed description of the job by watching the video at the bottom of the page.

Ok, back to the real job stuff.... we would highly consider someone with a background in finances, taxes, banking, real estate, or other skills that demonstrate a practical, working knowledge of managing or dealing with client assets. If you do not have that type of a background, I am happy to mentor you in all you need to be successful in the firm, as a person, and financially.

Pay

The first year is a training period so we will have a salary in place, but this is an opportunity for you to join a growing a firm with virtually no competition in the marketplace. Associate contracts are highly incentivized but the guaranteed base-salary is below average (similar to an entry public defender). If you are walking out of law school with insufferable debt this job may not be a good fit unless your expenses are very manageable. The counter is that you will be making far more in a couple years than others who took an entry-level salaried position. Therefore, we are looking for highly motivated individuals who understand what it means to grow a business and reap a reward with exceptional work.

Paid day off for your birthday, additional paid day off each quarter, equating to an additional week of paid vacation per year

401k with 3% matching

Our firm fosters a healthy, supportive family culture, which promotes a positive, morale-boosting environment.

Summer Hours (July & August) schedule adjusts to 4 ten-hour days, allowing for 3 day weekends. 

Currently, we do not provide any health benefits.

Before You Apply

I do a weekly radio show on KCIS, 630am. All of my podcasts are at my radio show's website: www.legacyandfaith.com.

Please go to my website and select several random podcasts to listen to. It has been my experience that this step assists an applicant to determine if our firm culture and mission aligns with an applicant's desired work culture. It is our goal that all employees are infused with purpose, vision, and fulfillment, and that we are all moving in the same direction when serving clients, advisors, and our community.

Our Mission

To set in motion and sustain the spirit of collaboration between Financial Advisors, CPAs, Attorneys, and other professionals to educate our clients and implement strategic, individualized planning that will create, grow, sustain, protect, and direct a client's wealth and values.

Our Values

To infuse every client, employee, and partner with the security, hope, and peace that comes from planning their financial, family, and spiritual lives. We do this with the greatest of professionalism, integrity, and confidentiality. We hire like-minded individuals that desire to excel in every aspect of life who demonstrate character, integrity, high morality, and a passion to serve.