Partner Program

Embark on a fulfilling career at SJ Financial Services, where you'll assist individuals in understanding the fundamentals of their personal finances while advancing your own career in the finance sector.

Whether you're new to the industry or looking to enhance your expertise, we offer the training and support necessary to elevate your skills. As an associate at SJ Financial Services, you'll help clients build wealth and safeguard their valuable assets.

Roles

Fundamental expertise

Benefits

• Schedule appointments

• Conduct face-to-face meetings

• Analyze clients’ financial situations with help of tools provided

• Conduct the gap analysis for clients

• Recommend appropriate solutions

• Present the solutions to client

• Coordinate with the client and service providers

• Complete and maintain all necessary documentation

• Create and maintain a healthy and
  long lasting relationship with clients

• Develop leads

• Expand the task-force for increased
  outreach

• Comply with all regulatory
  requirements, including licensing and
  registrations

• Receptive to Feedback and Continuous Improvement

• Driven by Results and Goal-Oriented

• Highly Disciplined with Strong Self-Motivation

• Passionate About Acquiring New Competencies, Including Public Speaking

• Dedicated to Professional and Personal Growth

• As a full-service independent financial service professional, you will be creating customized plans to meet client needs in the following areas:

  • Retirement planning

  • Tax savings

  • 401K Rollover

  • College Savings

  • Asset protection

  • Risk management

  • Estate planning

  • And much more
    

We Offer a Risk-free Opportunity!

No Major Investment, No Franchise Fees, No Loss of Job Security, No Inventory, Unlimited Territory, Unlimited Opportunity

*No Experience Required