Empowering You to Build a Better Life

Our purpose at SJS Investment Services is to empower people to build better lives. That doesn’t just apply to our clients. It also applies to our Team.

We want you to have a fulfilling career with our firm, to develop your skills, talents, and interests to the fullest. We offer competitive pay and benefits, career paths for all positions, and a culture that supports you through mentorship, coaching, training, and education.

We seek to be more than just a paycheck. Rather, we are here to help empower you to build a better life professionally and personally.

Our Mission and Core Values

Our mission at SJS Investment Services is to provide major money center management experience while maintaining small town values by putting the client first, all the time, every time. We seek Team Members who also embrace this mission.

Our Team strives daily to live our firm’s core values:

  • Accountability — We take ownership for high levels of personal and organizational performance

  • Client-Centric — We care deeply about our clients and put them at the center of all we do

  • Collaborative — We win as One SJS

  • Proactive — We are forward-thinking, innovative, and adaptive

  • Giving — We give back to enrich the lives of others and our communities

  • Integrity — We hold ourselves to the highest standards to build your trust

  • Servant Leadership — We lead our clients and each other by being of service, with confidence and humility

If you live these values too, we encourage you to apply to one of our open positions today by sending an introductory email and your resume to info@sjsinvest.com. We look forward to speaking with you.

Open Positions

  • Location

    Scottsdale, Arizona office

    Sylvania, Ohio office

    Job Description

    As a Member of the SJS Investment Services Team, a Senior Advisor will be responsible for providing “You Come First” service as the primary point of contact for current and prospective clients.

    This role requires a proactive approach and ability to independently carry out the duties of the position. The ideal candidate should have excellent communication skills, attention to detail, high standards, and the ability to take initiative and prioritize daily tasks.

    Key Responsibilities

    • Primary point of contact for both existing and prospective clients, with a business development focus

    • Developing connections with current and prospective clients

    • Lead a team that completes investment analyses, retirement / cash flow projections, research, tax planning, and implementation of recommendations for clients

    • Collaborate with fellow Advisors, Investment Strategists, and other Team Members to deliver advice and build client relationships

    • Monitor client portfolios and communicate updates and recommendations to ensure the best interests of our clients are being met

    Required Experience / Skills

    • At least 7 years of experience in the financial and investment fields. Preference for individuals with CERTIFIED FINANCIAL PLANNER™ (CFP®) and / or Chartered Financial Analyst (CFA) designations

    • Excellent customer service and communication skills

    • Analytical ability, good judgment, problem solving, personal integrity, and the ability to handle confidential information on a daily basis

    • Ability to lead and work with a team

    • Time management, strong organizational skills, the ability to prioritize multiple tasks and anticipate and solve potential problems

    • Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)

  • Location:
    Scottsdale, Arizona

    About the Role
    We are seeking an Associate Advisor to join our dynamic wealth management team. This role offers an excellent opportunity for an individual who is passionate about financial planning, investments, and building long-term client relationships. As an Associate Advisor, you will play a key role in supporting the advisory team and assisting in the delivery of financial advice to clients. You will gain valuable experience while working closely with seasoned professionals in a collaborative environment.

    Key Responsibilities

    • Assist senior advisors in preparing for client meetings by gathering necessary financial data, creating reports, and assisting with follow-up communications.

    • Support advisors with investment research, portfolio analysis, and the development of retirement plans, cash flow projections, and other financial strategies.

    • Help create presentations and materials for client meetings and ensure that all necessary documentation is prepared and organized.

    • Work closely with other team members, including advisors, investment strategists, and client service representatives, to provide seamless support and build client relationships.

    • Assist in tracking client portfolios, preparing performance reports, and communicating updates and recommendations to clients as needed.

    Required Experience/Skills

    • Bachelor’s degree in finance, business, economics, or a related field.

    • At least 1+ years of related industry experience is preferred, though we will consider candidates with strong analytical skills and relevant backgrounds.

    • Strong interest in pursuing a career in financial planning and wealth management, with a willingness to continuously develop knowledge of financial products, investments, and strategies.

    • Ability to work with numbers, perform basic financial analysis, and understand financial statements.

    • Strong attention to detail and ability to organize and manage multiple tasks efficiently.

    • Excellent communication skills, both written and verbal, with the ability to interact with clients and team members professionally and effectively.

    • Comfortable using Word, Excel, PowerPoint, and Outlook. Experience with financial software or client management tools is a plus.

    • Strong time management and organizational abilities, with the capacity to handle multiple tasks and meet deadlines.

    Personal Attributes

    • Detail-oriented and able to manage multiple projects simultaneously

    • Self-motivated with a proactive approach to work

    • Excellent interpersonal and communication skills

    • Ability to work both independently and as part of a team

    • Adaptable and open to learning in a changing environment