Working at JULY


Working at JULY

At JULY our passion is helping small businesses and their employees plan for retirement. Our Mission is to build retirement security and our vision is to be an innovator of services for small business retirement plans that are customized, cost-effective, and simple to operate.

Strong Core Values

We do our work with a strong set of core values that that we believe will help us achieve success. If you have a passion for helping people, enjoy finance and planning for the future, and are good at using the latest technology, a career at JULY might be for you.

Uncompromising Excellence
  • Innovate
  • Take Initiative
  • Honor Committment
Servant’s Heart
  • Put Others First
  • Deliver WOW Service
  • Act with Integrity
Collaborative Spirit
  • Build a Strong Team and Family Spirit
  • Actively Listen
  • Be Passionate and Determined

What Our Employees Say

We are proud of our employees and are always excited to share their feedback on working at JULY with prospective employees and climate. Below are some quotes from some of our team members.


  JULY offers a wonderful family environment. I enjoy being part of a team that gives you the opportunity to use your skills and abilities to build successful relationships.   

Bo Smith, Client Service Manager

     Working at JULY gives me independence, flexibility, and to use my creativity. I love that my job challenges me in different ways and keeps me learning new things.   

Diana Perri, Regional Sales Director

      JULY provides a challenging and dynamic work environment for employees. The smaller work environment has allowed me to grow in my role and work in many different areas of our business.   

Jessica Maxwell, Director of Client Services