Careers at SJS

Build a Career at a Nationally Recognized RIA

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

We want you to have a fulfilling career with our wealth management 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 hire across several core functional areas, and we're always interested in hearing from people who share our values, whether a specific role is posted at the moment.

  • Financial Advisors. Own client relationships and build the comprehensive plans behind them. ACFP® designation, or a clear path toward it, is preferred.

  • Associate Advisors. Work closely with advisors to provide the analytical backbone of every plan. For those who want it, the role can be a strong foundation for a path toward advising.

  • Client Services and Operations. Keep the client experience seamless and the firm running well behind the scenes.

Open Positions

  • Location
    Scottsdale, Arizona office

    Company Description
    SJS Investment Services has been providing investment guidance to individuals, families, organizations, and communities since 1995. The firm manages approximately $3.2 billion in assets under management (as of 06/30/26), applying an investment philosophy grounded in the work of Nobel Laureates and seasoned practitioners. Through MarketPlus® Investing, SJS delivers major money center investment expertise in a way that is practical and accessible. The team combines this expertise with strong small-town values, prioritizing client interests consistently. This blend of academic rigor and client-first culture defines SJS Investment Services as a distinctive place to build a career in financial advice.

    Position Overview
    The Senior Advisor serves as the primary relationship manager for clients, delivering comprehensive financial planning and investment advice while guiding complex planning decisions and ensuring an exceptional client experience. This role plays a key part in the firm’s growth by developing referral relationships, cultivating centers of influence, managing prospective client opportunities, and contributing to revenue and asset growth objectives. As a senior member of the advisory team, the Senior Advisor provides leadership and mentorship to developing Associate Advisors and Advisors while collaborating across the firm to deliver high-quality advice, service, and client outcomes.

    Key Responsibilities

    • Client Advisor & Relationship Management

    • Serve as the primary relationship manager for assigned clients, maintaining and deepening relationships while identifying opportunities to expand client engagement.

    • Lead client meetings and presentations, guiding discussions and delivering comprehensive financial plans across investments, tax strategy, retirement, cash flow, and other planning areas.

    • Provide proactive, forward-looking advice and lead advanced planning strategies for complex client situations.

    • Monitor client portfolios and ensure alignment with client goals, firm investment philosophy, and appropriate risk management practices.

    • Oversee implementation of planning recommendations, coordinate client service activities, and serve as the primary point of contact for client inquiries.

    Business Development & Firm Growth

    • Lead prospect discovery and proposal meetings, effectively communicating the firm's planning approach and value proposition.

    • Develop, manage, and advance a consistent pipeline of prospective clients through referrals, professional networks, community involvement, and other business development activities.

    • Cultivate and maintain strategic referral relationships with centers of influence, including CPAs, attorneys, business owners, and other professional partners.

    • Drive organic growth by generating and converting new client opportunities, expanding existing client relationships, and contributing to the achievement of firm revenue and asset growth objectives.

    • Represent the firm in networking events, professional associations, community organizations, and marketing initiatives to enhance visibility and generate new business opportunities.

    Leadership & Team Development

    • Lead and oversee a team responsible for analysis, planning, and implementation; delegate effectively while maintaining accountability for quality, accuracy, and client outcomes.

    • Mentor and coach developing advisors on client relationship management, business development strategies, networking, and prospecting best practices.

    • Collaborate with Associate Advisors, Advisors, Investment Strategists, and other team members to deliver integrated advice and a consistent client experience.

    Qualifications & Experience

    • Bachelor’s degree in Finance, Economics, Accounting, or a related field preferred

    • 10-15 years of experience in the financial and investment fields, preferred

    • Ability to manage client relationships and deliver comprehensive financial advice

    • Knowledge of investments, tax planning, retirement strategies, and cash flow planning

    • Preference for individuals holding CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Analyst (CFA), and/or other comparable financial planning designation

    • Strong analytical, problem-solving, and decision-making skills with the ability to evaluate complex financial situations

    • Proven ability to lead, mentor, and develop team members while contributing to a collaborative work environment

    • Excellent communication and client service skills, with the ability to clearly explain complex financial concepts

    • Strong organizational and time-management skills, with the ability to manage competing priorities and follow through on commitments

    • Proficiency with Microsoft Office, financial planning software, CRM systems, and portfolio management tools

What Working at SJS Looks Like

The professionals who thrive at SJS share a simple motivation: they want to help others make confident decisions about their money, and they want to do it at a firm that genuinely puts the client first. That's the firm we've spent three decades building.

We've been independently owned since 1995. No commissions, no sales quotas, no product of the month. Our work is focused on financial planning: developing relationships with individuals, families, and business owners across our three markets, helping them think clearly about retirement, taxes, and what they want their money to do. It's the kind of advice you'd be comfortable giving to friends and family.

What truly sets SJS apart is our culture: we’re grounded in small-town values, driven by a spirit of service, and committed to giving back. And we don’t just say we put people first; we uphold this core belief in everything we do.

If you enjoy helping others and collaborating with a great team, we encourage you to apply to one of our open positions. Contact our HR Director, Tiffany Wilson – twilson@sjsinvest.com

  • You'll work shoulder to shoulder with CFP® advisors, financial planning associates, and a back-office team that keeps everything moving. Plans are built together here, not handed down, so you learn from the people around you every day.

  • Our work starts and ends with understanding the client: their goals, their family, their full financial picture. There's nothing to sell, which means your job is simply to help people make decisions they feel good about.

  • We focus on professional growth opportunities for our advisors. We support team members pursuing their CFP® licensure and create clear paths for those who want to advance. For some, that means deepening their craft, and for others, it means working toward an advisory role of their own.

  • Giving back is part of who we are, woven through the whole year rather than saved for a single event. Our teams show up for their communities in tangible ways, from helping build a neighborhood playground to sponsoring a service dog through The Ability Center. And through our employee-directed donation program, every person here has a say in the causes the firm supports. Learn more about SJS Cares →

  • Our teams collaborate across offices in Sylvania/Toledo/Perrysburg, Ohio; Chicago, Illinois; and Scottsdale, Arizona, so you can build your career in the market that fits your life while drawing on the strength of the whole firm.