Careers with FJY

Why a Career in Financial Planning

Over the years many people have asked “Why should I pursue a career in fee-only financial planning?” For me, it has been a very positive and satisfying experience. Watching clients achieve their life and financial goals has been a motivator to keep working beyond the traditional retirement age. In addition, this career is challenging we address many different aspects of our clients’ lives, from estate and tax planning to the ever-changing landscape of investment and retirement strategies.

If you decide to pursue a career in financial planning you will find a unique camaraderie among its practitioners, as well as ongoing opportunities for growth and personal development.

Marjorie Fox, CEO

 

Why work with FJY

From inception, we have designed FJY as a model firm – the best technology, best practices, and at the center of all of our operations – the best people to do the job. We believe that each team member is truly integral to the business.

We are committed to taking care of our employees – from providing interesting and challenging work and offering ongoing educational opportunities, to encouraging each staff member to give back to the community where we live and work. As we have seen over the years, an engaged employee will provide a better client experience. We hope to continue to engage our employees and provide the best possible client experience.

Jon Yankee, CFO and Director of Human Resources

  • Careers at FJY

    FJY is currently hiring for a full time Paraplanner and two Summer Associates.
    Please see the Open Positions page for more details.

    If you have any questions, please fill out the Contact Form.