by Natalie Harris | Mar 17, 2023 | Advisor News, General News
M&A goals bring two teams together for growth and opportunity Waco, Texas, (March 21, 2023) – July Business Services, LLC (“JULY”), a leading national provider of 401(k) plan services to small to medium sized employers, has entered into an acquisition transaction...
by Natalie Harris | Mar 10, 2023 | Careers
Apply General Description The Advisor Associate 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...
by Natalie Harris | Mar 10, 2023 | Careers
Apply General Description July Business Services (JULY) is seeking an individual as Communications Manager. In this role you will enjoy the unique challenge of putting your communication and branding skills to work alongside a team of other professionals. This cross...
by Natalie Harris | Feb 27, 2023 | Advisor Webinars, Advisors
Listen to social media expert and financial services veteran Bruce Johnston to learn ways to get the most out of LinkedIn. Watch the Webinar Explore More...
by Natalie Harris | Feb 8, 2023 | Advisor Webinars, Advisors
Secure 2.0 is big news and JULY’s Blake Willis walks you through highlights of the bill, what the changes mean to you, your business and your clients as well as highlight new related opportunities. Watch the Webinar Explore More...
