Associate Wealth Advisor

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. 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 - Minimum two (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 teams. - Client Service – Handles challenging situations, responds promptly to client needs, seeks feedback, and ensures follow-through. - Professionalism – Approaches others tactfully, reacts well under pressure, respects all, accepts responsibility, and maintains confidentiality regarding client names, financial information and all other matters. - Ability to read, analyze, and interpret technical procedures and manuals - Ability to function well in a fast-paced, team-oriented environment - Excellent written and verbal communication skills - Excellent organizational skills and attention to detail - Proficient with Microsoft Office Suite - Availability to travel when necessary - Ability and willingness to work at client locations, which requires the use of own vehicle - Valid driver’s license Physical Requirements - Prolonged periods of sitting at a desk and working on a computer - Stand, walk, and use hands and fingers - Lift up to 10 pounds as needed This position is an exempt position. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual incentive bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education. JFS Wealth Advisors is part of the Focus Financial Partners’ network firm community. As part of the partnership, JFS Wealth Advisors remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment. #LI-CB1 About Focus Financial Partners Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn. Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected]. The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.