Position Openings

Financial Advisor Opportunity

Journey Tree Financial Planning & Investments is a successful, growing, fee-only financial planning and investment management firm. We have been providing comprehensive and objective advice to our clients for 25 years. We offer an excellent work environment and benefits with significant mentoring and career advancement opportunities. In fact, this position has a built-in career track and training plan.

Journey Tree Purpose
Freeing our clients to live their dreams.

Associate Advisor
You enjoy helping people and love to analyze information. You are eager to learn and advance in a financial services career.  You want to be part of a team that helps clients achieve their life goals. You are flexible, adaptable, have a good sense of humor and relate well with others. You want to be part of a growing business and aspire to be a business owner.

Responsibilities

  • Assist in the development of financial plans
  • Prepare materials for client meetings
  • Document meetings and schedule follow-up activities
  • Research financial planning issues and develop recommendations
  • Provide backup client service tasks as needed
  • Provide backup investment management tasks as needed
  • Assist in appropriate marketing tasks

Qualifications

  • Impeccable character; caring and ethical, committed to putting a client’s needs first.  (All applicants will be subject to thorough background and credit checks.)
  • Passion for a career in financial planning and the flexibility and enjoyment it provides
  • Professional appearance and demeanor
  • Entrepreneurial team player in a small office environment
  • Confident and effective communicator and able to relate to a wide variety of clients
  • Excellent analytical and organizational skills
  • Positive attitude and committed to continuous professional development

Education/Experience

  • Bachelor’s degree
  • At least three years applicable work history
  • Experience in the financial services industry desirable
  • Must obtain a Series 65 securities registration within six months of hire
  • Must possess or be willing to obtain CFP® designation
  • Proficiency with Microsoft Office suite, especially Excel

Benefits

  • Training program and regular mentoring
  • Career track specifying advancement opportunities
  • Opportunity to attend the Financial Planning Association’s 6 Day Residency Program for new financial planners
  • Working with existing clientele and assisting with firm-wide marketing efforts, no cold calling
  • Company retirement plan and generous time off policy
  • Contribution towards health insurance coverage
  • Dues paid for professional organizations
  • Budget for professional development and conferences
  • Potential for educational reimbursements
  • Competitive salary and incentive compensation
  • Future ownership opportunity for the right fit candidate 

Please send cover letter and resume to: careers@journeytree.com.