by Natalie Harris | Apr 9, 2024 | Careers
Apply Summary July Business Services (JULY) is seeking an individual for Retirement Plan Consultant. In this role, you will enjoy the unique challenge of putting your retirement plan knowledge and client service skills to work alongside a team of other retirement plan...
by Natalie Harris | Apr 9, 2024 | Careers
Apply Summary July Business Services (JULY) is seeking an individual to join our growing sales team as a Regional Sales Director in the West. This territory includes California, Hawaii, Utah, and Nevada. If you enjoy working with investment advisors and small and...
by Natalie Harris | Apr 9, 2024 | Careers
Apply Summary July Business Services (JULY) views the Digital Products Leader as a key to the firm’s technology function. The role is responsible for defining and driving our overall product strategy and shaping the user experience (UX) by understanding our users’...
by Natalie Harris | Mar 29, 2024 | Advisor Webinars, Advisors
March 29, 2024 Theresa Conti and Quintan Kocher discuss how to conduct effective retirement plan committee meetings in this thought-provoking session. Watch the Webinar Explore More...
by Natalie Harris | Mar 8, 2024 | Advisor Webinars, Advisors
February 28, 2024 Alan Gross with GSM shareshelpful considerations when adding video to your advisory practice marketing mix. Watch the Webinar Explore More...
