We believe the wealth management industry is broken. It has become a commodity that focuses on numbers alone – how much and by when – and it is fast being challenged by software and robo-advisors. It is also full to the brim of silo-based cultures where the workplace can feel like a dog eat dog world.
At JOYN, we’ve invested a decade developing a new wealth management model – Behavioral Wealth Management. This model recognizes that money matters; it's just not all that matters.
During that time, we have also focused on creating a team-based culture where we win together. If you are tired of working in an environment where teamwork is a foreign concept and individuals get lost in the shuffle, consider joining our team as we seek to revolutionize the wealth management world.
Mission of a JOYN Client Service Advisor
Support JOYN’s Advisors as they deliver service to our clients and ensure that our prospects and clients have an outstanding experience.
Ensure that JOYN’s Advisors walk into client meetings completely prepared to deliver the Behavioral Wealth Management client experience by anticipating potential needs, preparing the necessary paperwork, and performing any pre-meeting research needed to address potential client questions.
Deliver seamless implementation of services and products, whether that involve running basic financial plans, completing applications, maintaining client accounts, communicating with custodians to resolve issues, coordinating with other team members, taking notes in client meetings or any number of other necessary activities.
Effectively address client inquiries, determining which matters can be handled independently and which should be referred to other team members
Collaborate with team members, keeping others informed about the status of tasks and projects, maintaining compliance with regulatory requirements
Attention to Detail–Thoroughness in accomplishing a task through concern for all the areas involved, no matter how small. Monitors and checks work or information and plans and organizes time and resources efficiently.
Accountability –You see yourself as responsible for your own success or failure to a great degree.
Organization / Time Management –Ability to prioritize and manage your body of work.
Understanding Existing and Emerging Technologies –Ability to adapt to new and changing technology, industry advancements and efficiencies, as well as expertise in key Microsoft Office programs, such as Excel and Word.
General Cognitive Ability -Logical reasoning, interpreting information quickly and accurately.
Relationship Management – Ability to maintain strong relationships with team members and clients. These relationships should be based on respect for each other and mutual trust.
Drive for Results - Demonstrates concern for achieving or surpassing results against an internal or external standard of excellence. Shows a passion for improving the delivery of services with a commitment to continuous improvement.
Culture-based Competencies required
Achievement Motivation– Demonstrates a strong desire to succeed, a focus on goals and a spirit of constructive competitiveness
Honesty / Integrity - Does not cut corners ethically. Earns trust and maintains confidences. Does what is right, not just what is politically expedient. Speaks plainly and truthfully.
Communicating Effectively – Seeks first to understand, then to be understood. Listens intentionally & clarifies understanding. Presents information in a crisp, easily understood manner with the intended audience in mind.
Demonstrating Adaptability – Demonstrates a positive, can-do attitude in response to stressful situations. Embraces change and acts as change champion for teammates and organization.
Proactivity – Acts without being told what to do. Brings new ideas to the company. Looks for ways to be of assistance to team members when their workload is heavy.
Personal Credibility - Demonstrates concern that one be perceived as responsible, reliable, and trustworthy. Does what he or she commits to doing. Carries fair share of the workload. Takes responsibility for own mistakes. Conveys command of relevant facts and information.
Teamwork - Understands the importance of achieving team goals and contributes/initiates solutions. Demonstrates a cooperative spirit and contributes to a positive and supportive work environment. Supportive of team decisions and trusted by others.
Active Series 6 or 7 license and Series 63 or Series 66 license required
We believe the wealth management industry is broken. It has become a commodity that focuses on numbers alone – how much and by when – and it is fast being challenged by software and robo-advisors.
At JOYN, we’ve invested a decade developing a new wealth management model – Behavioral Wealth Management. This model recognizes that money matters; it's just not all that matters. Traditional wealth management focuses on numbers alone, not necessarily on helping clients understand how to use ALL of their resources (rather than just their money) to navigate critical life decisions. Our model combines expertise in wealth management, the science of stress & decisions, life event experience, and passion for “the human factor.” This allows us to guide clients through personal & professional decisions -- especially stressful and expensive life challenges -- and empowers our clients to build a truly exceptional life.
If you are tired of exclusively having money-focused conversations that ignore your clients’ life circumstances, passions, and desires for a more meaningful and joyful life, consider joining our team as we seek to revolutionize the wealth management world.