The Client Management Group at JOYN consists of a team of professionals who are responsible for ensuring that our prospects and clients receive outstanding service. The primary function of the Client Service Advisor in this department is to support JOYN’s Advisors as they deliver service to our clients.
Preparing paperwork for client meetings, performing research as necessary to ensure that this paperwork is completed accurately
We believe the wealth management industry is broken. It has become a commodity that focuses on numbers alone – how much and by when – and it is fast being challenged by software and robo-advisors.
At JOYN, we’ve invested a decade developing a new wealth management model – Behavioral Wealth Management. This model recognizes that money matters; it's just not all that matters. Traditional wealth m...anagement focuses on numbers alone, not necessarily on helping clients understand how to use ALL of their resources (rather than just their money) to navigate critical life decisions. Our model combines expertise in wealth management, the science of stress & decisions, life event experience, and passion for “the human factor.” This allows us to guide clients through personal & professional decisions -- especially stressful and expensive life challenges -- and empowers our clients to build a truly exceptional life.
If you are tired of exclusively having money-focused conversations that ignore your clients’ life circumstances, passions, and desires for a more meaningful and joyful life, consider joining our team as we seek to revolutionize the wealth management world.