Careers | SJS Investment Services

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.

    Duties

    • 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)