We are always considering talented individuals to add to our team in the following roles:
Financial Associate
As an important part of the ARGI team of experts, the role of a Financial Associate may include the following activities: analyze data, help write high-level financial plans, develop financial strategies to provide recommendations, and evaluate organizational benefit offerings for individuals and cost-saving strategies for small business owners.
Requirements for this position include:
- College degree in finance or accounting
- Strong attention to detail
- Analytical thinking
- Ability to meet deadlines
- Series 7 and 66 licensure is preferred but not required
Financial Planner
A Financial Planner with ARGI is one who strongly believes clients’ interests are best served by providing education rather than promoting products or services, and by aligning clients with a team of professionals representing a broad range of expertise.
Requirements for this position include:
- 2–5 years of experience working directly with clients
- Proficiency in evaluating investment, income tax, estate and insurance needs
- Experience in assisting in the formulation and implementation of plans, monitoring the progress of those plans, and recommending changes where necessary
- Strong commitment to continuing learning through post-graduate certification designations