The Advisor Apprentice is a licensed investment advisory role (IAR). The job is intended to be broad in scope enabling the individual to learn all aspects of the Expand service delivery. This includes sales; proposals, plan design, vendor selection. It additionally includes operations; participant education, issue resolution, performance report creation.
Director Trust RIA Compliance and Trust Operations
As JULY Trust’s director of compliance and operations, you will enjoy the unique opportunity and challenge of being an integral part of leading our Trust business channel. The person in this role will direct the implementation of business processes and compliance infrastructure for the trust company. Also, the Director will be tasked with managing the compliance functions for our in-house RIA, Expand Financial. This position reports to Group CEO Trust and Advisory.