This is a special opportunity unlike most in the financial services industry. We are building a wealth management firm that embraces design and creative thinking, focuses on client stories and outcomes, and genuinely strives to leave a meaningful impact on those that we serve. We’re recruiting our next generation of advisors and leaders to help us improve and scale this multi-generational practice.
First, our firm is completely independent, so our loyalty belongs exclusively to helping our clients succeed. Second, January Capital Advisors arose from a legacy dating back to 1942 but is still an emerging company with tremendous growth potential that you would participate in from the early stages. Third, our extensive training program will give you the tools you need to learn all sides of this business – relationship management, client service, asset management, financial planning, and business development – if you bring the desire and the effort. Finally, we offer a competitive compensation structure that rewards effort and results, leadership, and support of the firm’s long-term goals. Salary, bonus, benefits, and an equity ownership track awaits candidates demonstrating these characteristics.
2 – 5 years professional experience
Strong desire to help others
Entrepreneurial drive with solid work ethic
Attention to detail with strong organizational skills
Excellent communication and interpersonal skills
Familiarity with portfolio management and financial planning topics
Series 7/65/66 or CFP designations preferred
About January Capital Advisors
January Capital Advisors is an independent wealth design firm inspiring clients to live the story they want to tell. Headquartered in San Francisco, CA, we are in the business of helping individuals, families and business owners navigate the stages their life by offering comprehensive financial planning and asset management services.