Financial Services Advisor

The Service Advisor will assist with the effective day-to-day operations of the firm. This position is ideal for a Licensed professional who can provide world-class counsel and wealth management services to our private client group. The successful candidate should be skilled and experienced in using financial planning tools and software/technology. Journey Wealth is committed to our established high-level and trustworthy client relationships.

Additionally, experience working in financial services with a management team and high-net-worth clients would be assets.

• Attention to Detail. Obsession with accuracy and completing complex tasks.
• Fine-Tuned Communication. Ability to build and maintain a connection and trust with clients.
• Organizational:
  Ability to manage multiple projects simultaneously. Manage time effectively in a dynamic, fast-paced environment.
• Technical Proficiency:
  Working knowledge of financial planning software and CRM systems.
• Exceptional note-taking and record-keeping ability.

Salary Commensurate with experience, competitive market rate, plus team performance bonuses. Position will remain open until February 15th.