Careers at RJACareers at RJA
Work with purpose —
whatever your purpose.
You’re here for more than an opportunity.You want to work with purpose, right? At RJA,a private wealth firm, we support whatever makes you feel most alive, both in and out of the workplace. Your purpose is our inspiration—because our purpose is people.
Financial Advisor Associate Program
Norcross, GA, United States
Get Matched
Upload Your Resume and See What Matches Your Skills and Experience
Opportunity Description
Role ID
IAR011038
Work Type
Regular
Work Style
Hybrid
Location
Norcross, GA
Role
Investment Advisor Representative
Company Overview
At RJA, we are an established private-wealth advisory firm dedicated to providing our clients with personalized financial solutions. We believe that everyone deserves access to sound financial advice, and we are committed to building a team of talented, motivated individuals who share this vision. Our mission is to empower our advisors with the tools, knowledge, and resources to build successful careers and make a real difference in the lives of clients.
About the Opportunity:
We are actively seeking ambitious, driven individuals to join our team as Financial Advisor Trainees. Whether you're new to the financial services industry or looking for a career change, we provide comprehensive training and licensing support to help you succeed. As a Financial Advisor Trainee, you will embark on a rewarding career path in financial services. No prior experience in finance is required—what matters most is a passion for helping others, a strong work ethic, and a desire to learn and grow.
You will receive paid training to obtain the necessary licenses (Life & Annuity Insurance, SIE, Series 6, 63, 26, and 65) and be supported by a team of experienced professionals throughout your journey. Upon successful completion of our training program and licensing exams, you will transition into a full-time financial advisor role, working with clients to provide comprehensive financial planning services.
Duties and Responsibilities:
Participate in a comprehensive training program covering financial services, investment products, insurance, and financial planning.
Obtain required licenses with full support, including study materials and exam guidance.
Build relationships with clients to understand their financial goals, challenges, and needs.
Develop expertise in assessing client portfolios, presenting financial products, and providing tailored financial strategies.
Work closely with experienced advisors and mentors to develop sales and financial planning skills.
Achieve sales and performance goals, contributing to the overall success of the firm.
Educate clients on retirement planning, investments, and risk management solutions.
Basic Qualifications:
A strong desire to learn and grow within the financial services industry.
Excellent communication skills and the ability to explain complex financial concepts in simple terms.
Self-motivated and entrepreneurial mindset, with the ability to thrive in a goal-oriented environment.
A positive, can-do attitude with a passion for helping others achieve financial success.
Comfort with technology, including CRM software, email, and office tools.
Preferred Qualifications:
Experience in customer service or a client-facing role.
Bachelor's degree in business, finance, or a related field (not required, but preferred).
Strong networking skills and the ability to build relationships.
Previous experience in a commission-based role.
Where We’re Going:
RJA is committed to aggressive expansion and leadership development. We are actively growing our national presence, equipping our advisors with cutting-edge tools and technology, and fostering an environment where high performers can achieve career advancement. Our goal is to develop the next generation of financial professionals who will lead the industry with integrity and excellence.
Equal Opportunity Provider:
We provide an equal opportunity and are committed to fostering an inclusive, supportive environment for all representatives. We do not discriminate based on race, color, gender, gender identity, sexual orientation, age, religion, disability, or any other characteristic protected by law.
USA Pay Transparency:
This is an independent contractor (1099) role. Your compensation is directly tied to your performance and ability to build and maintain client relationships. Advisors who meet performance goals can expect competitive earnings, bonuses, and career advancement opportunities.
R. Jones Jr. and Associates
INVESTMENT GROUP
Careers at RJA
Work with purpose —
whatever your purpose
You’re here for more than an opportunity.You want to work with purpose, right? At RJA,a private wealth firm, we support whatever makes you feel most alive, both in and out of the workplace. Your purpose is our inspiration—because our purpose is people.
Financial Advisor Associate Program
Norcross, GA, United States
Get Matched
Upload Your Resume and See What Matches Your Skills and Experience
Opportunity Description
Role ID
IAR011038
Work Type
Regular
Work Style
Hybrid
Location
Norcross, GA
Role
Investment Advisor Representative
Company Overview
At RJA, we are an established private-wealth advisory firm dedicated to providing our clients with personalized financial solutions. We believe that everyone deserves access to sound financial advice, and we are committed to building a team of talented, motivated individuals who share this vision. Our mission is to empower our advisors with the tools, knowledge, and resources to build successful careers and make a real difference in the lives of clients.
About the Opportunity:
We are actively seeking ambitious, driven individuals to join our team as Financial Advisor Trainees. Whether you're new to the financial services industry or looking for a career change, we provide comprehensive training and licensing support to help you succeed. As a Financial Advisor Trainee, you will embark on a rewarding career path in financial services. No prior experience in finance is required—what matters most is a passion for helping others, a strong work ethic, and a desire to learn and grow.
You will receive paid training to obtain the necessary licenses (Life & Annuity Insurance, SIE, Series 6, 63, 26, and 65) and be supported by a team of experienced professionals throughout your journey. Upon successful completion of our training program and licensing exams, you will transition into a full-time financial advisor role, working with clients to provide comprehensive financial planning services.
Duties and Responsibilities:
Participate in a comprehensive training program covering financial
services, investment products, insurance, and financial planning.
Obtain required licenses with full support, including study materials
and exam guidance.
Build relationships with clients to understand their financial goals,
challenges, and needs.
Develop expertise in assessing client portfolios, presenting financial
products, and providing tailored financial strategies.
Work closely with experienced advisors and mentors to develop
sales and financial planning skills.
Achieve sales and performance goals, contributing to the overall
success of the firm.
Educate clients on retirement planning, investments, and risk
management solutions.
Basic Qualifications:
A strong desire to learn and grow within the financial services industry.
Excellent communication skills and the ability to explain complex
financial concepts in simple terms.
Self-motivated and entrepreneurial mindset, with the ability to thrive in
a goal-oriented environment.
A positive, can-do attitude with a passion for helping others achieve
financial success.
Comfort with technology, including CRM software, email, and office tools.
Preferred Qualifications:
Experience in customer service or a client-facing role.
Bachelor's degree in business, finance, or a related field
(not required, but preferred).
Strong networking skills and the ability to build relationships.
Previous experience in a commission-based role.
Where We’re Going:
RJA is committed to aggressive expansion and leadership development. We are actively growing our national presence, equipping our advisors with cutting-edge tools and technology, and fostering an environment where high performers can achieve career advancement. Our goal is to develop the next generation of financial professionals who will lead the industry with integrity and excellence.
Equal Opportunity Provider
We provide an equal opportunity and are committed to fostering an inclusive, supportive environment for all representatives. We do not discriminate based on race, color, gender, gender identity, sexual orientation, age, religion, disability, or any other characteristic protected by law.
USA Pay Transparency
This is an independent contractor (1099) role. Your compensation is directly tied to your performance and ability to build and maintain client relationships. Advisors who meet performance goals can expect competitive earnings, bonuses, and career advancement opportunities.
What to expect when you apply
Navigate your search with RJA. We're here to walk you through each step,
from assessing your skills and applying to interviewing and thriving.
Our Interviewing Process
Our purpose is people — that includes you
Ready to work at an industry-leading financial
services firm with an inclusive culture,
to-off-the-line services, and global teams?
Great! With RJA’s skills-based interview process,
find the role that’s right for you.
Step 1: BEFORE YOU APPLY
REFLECT
What impact do you want to make?
ASSESS
What transferable skills do you bring?
DEFINE
What opportunities are you seeking?
Step 2: APPLICATION PROCESS
FIND YOUR OPPORTUNITY
Apply for what you feel would be a good fit based on your reflections. Make sure your skills and experience align with the qualifications.
CRAFT YOUR RÉSUMÉ
Customize your résumé and highlight relevant experience and skills. Don’t be afraid to take pride in your achievements!
SUBMIT YOUR APPLICATION
Complete our simple application process to begin your RJA journey. If you know someone at our firm, be sure to ask them for a referral.
Step 3: INTERVIEW WITH US
CONNECT WITH A RECRUITER
If your qualifications and experience are a match, a recruiter will contact you. They’ll give you more details on the next steps in the recruitment process and answer questions every step of the way.
MEET YOUR TEAM
Plan to interview with the recruiting manager and some of the advisors you’ll collaborate with regularly. The number of interviews and whether they are virtual or in-person will depend on the opportunity.
Last Step: DECISION TIME
MAKE YOUR MOVE
If you’re selected, congrats! You’re on your way to becoming a part of the RJA family. Your recruiter will extend an offer and discuss your compensation. Take time to evaluate it carefully and ask your recruiter any questions.
KEEP GROWING
If you’re not selected, don’t get discouraged. You’ll gain valuable feedback to help you grow for future opportunities. We encourage you to apply again or to other opportunities that match your talents!
What to expect when you apply
Navigate your search with RJA. We're here to walk you through each step,
from assessing your skills and applying to interviewing and thriving.
Step 1: BEFORE YOU APPLY
REFLECT
What impact do you want to make?
ASSESS
What transferable skills do you bring?
DEFINE
What opportunities are you seeking?
Step 2: APPLICATION PROCESS
FIND YOUR OPPORTUNITY
Apply for what you feel would be a good fit based on your reflections.
Make sure your skills and experience align with the qualifications.
CRAFT YOUR RÉSUMÉ
Customize your résumé and highlight relevant experience and skills. Don’t be afraid to take pride in your achievements!
SUBMIT YOUR APPLICATION
Complete our simple application process to begin your RJA journey.
If you know someone at our firm, be sure to ask them for a referral.
Step 3: INTERVIEW WITH US
CONNECT WITH A RECRUITER
If your qualifications and experience are a match, a recruiter will contact you. They’ll provide more details on the next steps in the recruitment process and answer questions every step of the way.
MEET YOUR TEAM
Plan to interview with the recruiting manager and some of the advisors you’ll collaborate with regularly. The number of interviews and whether they are virtual or in-person will depend on the opportunity.
Last Step: DECISION TIME
MAKE YOUR MOVE
If you’re selected, congrats! You’re on your way to becoming a part of the RJA family. Your recruiter will extend an offer and discuss your compensation. Take time to evaluate it carefully and ask your recruiter any questions.
KEEP GROWING
If you’re not selected, don’t get discouraged. You’ll gain valuable feedback to help you grow for future opportunities. We encourage you to apply again or to other opportunities that match your talents!
FAQs
Questions about our process at RJA?
We've got answers:
Applying at RJA
What are some tips to stand out in my application?
Consider your transferable skills. We often have skills that apply to a role, but in a different context. These transferable skills can help strengthen your resume by showing why you are a great fit, so be sure to include them.
How long does it take to apply online?
Applying for one of our roles takes about 15 minutes. To speed up the process, make sure you have an electronic copy of your resume handy so you can copy and paste as you go.
Please limit your application to the postings that are most relevant to you. This will ensure you are applying and putting your effort into the roles that give you your best chance of succeeding and getting an interview.
Interviewing at RJA
What happens after I’ve submitted my application?
After applying online, we’ll review your application for the skills and experience aligned with the qualifications required for the role. If your application is selected, a member of the Talent Acquisition team will reach out to have a conversation about your skills and experience and discuss the competencies of the role.
What can I do to prepare for my interview at RJA?
As part of our competency-based interviewing process, you will be asked questions using the STAR method, or “Tell me about a time when,” so have personal experiences ready to share. Also, make sure you read all interview communications for details such as dates, times, and any virtual interview instructions, if applicable. We encourage our candidates to put their best foot forward in an interview and dress as you would for a day at work. Make sure you have a list of questions to ask your interviewer that shows you’ve done your research on RJA and that you are interested in learning more about the organization, department, and team you are interviewing with. Don’t forget to ask about our RRGs (Representative Resource Groups) to learn more about Diversity, Equity, Inclusion, & Belonging at RJA!
What is the STAR method?
STAR is an acronym that stands for Situation, Task, Action, and Result. This method is particularly useful when answering behavioral and situational questions. By using the STAR method, you paint a picture of the situation (S), explain your responsibilities or tasks (T), describe the steps and actions you took, and any learnings you had (A), and provide the results (R). When using this method, you can also consider your transferable skills. We often have skills that apply to a role, but in a different context.
How do I prepare for a technical interview?
Technical questions will be aligned with the qualifications and experience outlined in the role description. Be ready to showcase your knowledge and experience. For certain roles, the recruiter may inform you that the interview includes a whiteboard exercise and/or mock presentation.
What can I expect for an onsite interview?
If you are interviewing onsite at one of our office locations, you will receive everything you need to know in the interview confirmation email. It is important to use the address we provide, since some of our locations may have multiple buildings. Parking instructions will be provided, if applicable. We will also assign a greeter to welcome you and escort you to the interview room.
What can I expect for a virtual interview?
We use Zoom Video for most of our virtual interviews. The Zoom Video link to join the meeting will be provided in your interview confirmation email. Please note that we will not send a separate calendar invitation. If you have never used Zoom Video before, we recommend reviewing our Zoom Video Tips, which will be linked in the interview confirmation email.
How do I send a thank-you note to my interviewer(s)?
Please send an email to the recruiter with your message and the name of the interviewer you would like to send it to. Our team will be happy to relay your message to them.
After my interview, how do I follow up on the status of my application?
We appreciate your excitement about joining RJA. Timelines can often vary, but our Talent Acquisition team will update you as soon as possible. For additional guidance, please contact the recruiter.
Who should I contact if I need to reschedule my interview?
We understand that things come up. If you are no longer able to attend the interview, we ask that you notify us as soon as possible. Please reply to the interview confirmation email address and cc the recruiter.
How long will my profile remain in RJA’s database?
We retain information according to our internal retention policies, but we encourage you to keep your profile up to date. For more information about how we store and keep information, review our terms & conditions and privacy policy.
Policies and Process
Commitment to diversity
We are taking action in our diversity commitment to truly make a difference in our organization and our communities. Learn more.
RJA application process
All RJA applicants are required to apply for RJA opportunities through rjonesjrandassociates.com/careers
Fraudulent offers often request financial or personal information early in the process. RJA does not charge any fees for consideration or acceptance into the firm. However, candidates pursuing a professional license may be responsible for subsidized, state-mandated licensing fees, which are paid directly to the relevant regulatory authorities.
All offers are delivered by an internal RJA Talent Acquisition representative.
RJA has no responsibility for fraudulent offers and advises candidates to follow the guidance provided above. If you have any questions about the authenticity of the RJA recruitment process or an offer that you have received, please contact us by email at [email protected]
If you have provided monies or other sensitive personal information and suspect you are the victim of fraud, please contact your local authorities or the Federal Trade Commission at 1-877-382-4357 or online at ftc.gov/complaint.