Associate Advisor

Employer
SJS Investment Services
Location
Scottsdale, Arizona
Salary
Competitive salary and bonus commensurate with experience
Closing date
Dec 3, 2021

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Job Role
Financial Planning Support
Employment Type
Full Time
Level
Experienced
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Job Details

An Associate Advisor will assist advisors and other team members with providing “You Come First” service through providing comprehensive financial planning with existing and prospective clients. This position requires a proactive approach and ability to independently carry out the duties of the position. The ideal candidate should exhibit attention to detail, high standards, excellent communication skills, and the ability to take initiative and prioritize daily tasks.

  • Assist advisors with investment analysis, retirement/cash flow projections, research, tax planning, and implementation of recommendations as needed
  • Create client presentations and assist with client meetings
  • Work with members of the SJS team to support and assist advisors as needed to deliver advice and build client relationships
  • Monitor client portfolios and communicate updates and recommendation

Required Experience/Skills:

  • Bachelor’s degree
  • Desire to continue learning about financial and investment topics. Preference for individuals pursuing  or who have the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation
  • Preference for individuals with 1-4 years related industry experience
  • Analytical ability, good judgment, problem solving, personal integrity, and the ability to handle confidential information on a daily basis

Company

SJS Investment Services is an investment advisory firm that has been advising people, families, organizations and communities, managing their assets, and in general, being there for them since 1995.
Find Us
Telephone
419-885-2626
Location
6711 Monroe Street
Bldg IV, Suite A
Sylvania
OH
43560
US

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