Chat with us, powered by LiveChat


Advisor Apprentice

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.

  • July Business Services (JULY) is seeking a person to join our sales team as Regional Sales Director. This is an opportunity to join a growing firm with national sales channels, strong core values, and an entrepreneurial spirit. If you enjoy working with investment advisors and small and mid-sized retirement plan clients, have expertise in retirement […]
  • We are now seeking candidates for the position of Client Service Manager to work on a team with other retirement plan professionals to support the service needs of our retirement plan clients and their investment advisors. The post Client Service Manager appeared first on JULY Services.