We have designed FJY as a model firm –best in class technology, defined 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.
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Position Description: Financial Advisor
Location: Reston, VA
The Financial Advisor has responsibility for managing existing client relationships, either working with a more experienced advisor or on their own. The position may be responsible for formulating and implementing advice and may also rely on outside specialists to develop recommendations for clients. This position is responsible for actively managing client portfolios under the guidelines developed by the Investment Committee, and may also participate in developing investment strategy decisions as part of the firm’s Investment Committee. The Financial Advisor will also be expected to develop new client relationships/opportunities.
Position Description: Client Services Associate – Part Time
Location: Midland, TX
The Client Services Associate provides general office support, with a variety of administrative, operations, and client service activities and related tasks. The Client Services Associate will be responsible for greeting clients, scanning and maintaining client information in Data Management software, completing applications and forms, and preparing reports for Advisors. This person may also assist in operational areas such as interaction with custodians and technology consultants and providers. The Client Services Associate greets and directs clients and other visitors, ensuring that the person’s first impression upon entering the office is a good one. This position is a part-time position (25 hours/week) with hours of Monday-Friday 9:00am – 3:00pm with an hour for lunch.
Interested in a position at FJY Financial? Contact us at: . FJY Financial is an Equal Opportunity Employer.