JFS Wealth Advisors began as a one-man operation in Hermitage, PA, in 1986 by Robert C. Jazwinski, CPA/PFS, CFP®. In over four decades since, we’ve grown to nearly 100 professionals and nine office locations, serving clients in more than 40 states. Our mission is to guide our clients to independence and peace of mind. We do this by assisting them in meeting life’s challenges and thriving financially. We want to be the most respected, prominent wealth management services firm in our region, recognized by our employees, clients, and the public.
JFS Wealth Advisors is looking for an Associate Wealth Advisor to support our advisory team in identifying and fulfilling clients’ financial planning needs. This individual will assist with developing and implementing financial plans, preparing for client meetings, coordinating new client onboarding, and providing ongoing client relationship support to ensure exceptional service.
This position is on-site for the first 90 days, followed by a schedule of four days in the office and one day remote.
Primary Responsibilities
Identifies and fulfills clients’ financial planning needs.
Works with advisors to interview clients to determine assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
Analyzes client’s financial status, develops financial plans based on analysis of data, and discusses financial options with clients.
Prepares personal financial plans for presentation by other professional team members and/or presents personal financial plans. Interfaces with other internal and external financial professionals, as needed.
Ensures client plans are executed and modified as needed.
Attends and/or runs progress review meetings regarding financial plans and financial accounts.
Maintains contact with clients and/or advisors to revise plans based on modified goals and needs of clients or changes in investment markets, tax laws, retirement, and insurance opportunities.
Monitors financial accounts to ensure planned strategy is being implemented and transfers proceed properly.
Coordinates client meeting preparation and follow-up.
Works with an advisor and client relationship support to prepare for client meetings according to our meeting prep process, including developing meeting agendas, note review, account performance review, and completing Financial Goal Plan updates.
Responsible for completing and/or monitoring completion of meeting follow-up tasks.
Assists with new client onboarding and account openings/transfers.
Responsible for processing employer retirement plan rollovers (401k, 403b, etc.), including assisting the client with the request.
Interfaces with clients to provide exceptional service.
Meets with clients as requested by advisors and follows up on client questions and concerns with advisors.
Serves as contact/resource for clients calling with questions regarding their financial accounts.
Provides client relationship support for advisors.
Facilitates and executes tasks and ensures prompt and complete follow-through.
May prepare performance reports, including certain institutional reports.
Interfaces with custodians and service vendors, as needed.
Communicates with custodians regarding alerts or service/maintenance needs.
Participates in business development activities.
Participates in prospect and COI development activities of advisory team.
Contributes to team effort.
Interacts with other employees and departments to promote smooth workflow and identify and resolve problems.
Maintains a working knowledge of firm’s compliance and operational policies and procedures and abides by them while fulfilling responsibilities.
Qualifications
Bachelor’s degree from an accredited four-year college or university majoring in finance or related field
2+ years of related experience required
CFP® or Series 65 required
CRM experience is a plus
Problem Solving – Solves problems efficiently and analyzes information to develop solutions independently or with…