Fast growing Registered Investment Advisor and Certified Financial Planner is looking for an assistant to help with asset management and Financial Planning functions. Full time position includes health insurance and pension benefits. Salary is negotiable depending on experience.
Minimum 3 years industry experience. Series 7, 63, Certified Financial Planner useful but not required.
About AJF Financial Services, Inc.
We are an independently owned financial consulting firm with more than 34 years of experience and dedicated personalized service to our clients. Our focus is to assist our clients in managing, preserving and maximizing wealth with a strong bias towards Sustainable and ESG screened Investing. Our comprehensive financial advisory firm has a complete, independent and unbiased approach to wealth management. We are dedicated to serving the needs of our clients in an honest, consistent and reliable manner. Our clients are high net-worth professionals, business-owners and executives.
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Formed in 1974, the Independent Bankers Association of Texas (IBAT) represents Texas community banks. The Austin-based group is the largest state community banking organization in the nation, with membership comprised of more than 2,000 banks and branches in 700 Texas communities. Providing safe and responsible financial services to all Texans, IBAT member bank assets range in size from $10 million to $20 billion with combined assets statewide of nearly $165 billion. IBAT member banks are committed to supporting and investing in their local communities.