Service Team Candidate

We have an exceptional service team and methodically add additional Service Team members as we grow. If you have extensive experience and expertise in investment and financial planning back-office client service, we would love to get to know you. We are particularly interested in candidates with a CFP, ChFC or para-planner credential who has worked with the Schwab Institutional trading platform, Centerpiece Software and a comprehensive financial planning system. Having experience with Tamarac or other rebalancing programs is a big plus.

Service Team candidates must have exceptional technical skills, client service skills and team work skills in the core investment management, retirement planning, financial planning, tax planning, estate planning and/or wealth management areas of our full-service wealth management firm. If you are or have been a top performer at another registered investment advisor firm and are looking to upgrade beyond a small practice while avoiding the bureaucracy of a sleeping giant, contact us. Our culture, our office facility, our team and our systems are second to none and—if you are the right candidate—we'd like to show you how you can excel in a dynamic environment we created. Only candidates who genuinely seek to serve clients and contribute to a vibrant organization need apply.

If you would like to be considered for a position, email a cover letter and resume to benchcandidates@janiczek.com