CAREERS

The JFS mission centers on helping clients realize their goals for current and future generations. To deliver the promise, we seek industry-qualified, forward-thinking individuals capable of complex problem-solving in a highly collaborative environment.  As we grow, our firm offers opportunities for professionals looking to lead, inspire, and make a lasting difference in the lives of our employees and our clients.

With more than $3.5 billion in assets under management, JFS Wealth Advisors provides purpose-driven individuals, businesses, and institutions with customized, solution-based financial planning and investment management. As an independent, fee-based, fiduciary firm, we aren’t incented to sell specific investment products. Our recommendations are rooted in clients’ best interests; their success is ours as well.

We are actively recruiting a Wealth Advisor who will have the opportunity to learn, grow, and add value to our clients. If you are looking for a dynamic firm with a collegial culture and growth opportunity, JFS is the place for you.

Required Qualifications

• 5+ years wealth management experience, 5+ years client leadership managing relationships with high-net-worth clientele
• Proven ability to advise on client’s holistic wealth planning needs with regards to asset allocation and portfolio construction, financial planning, cash flow analysis, retirement planning, estate and wealth transfer planning, tax planning, executive compensation plans, and insurance
• Track record of successfully sourcing at least $25k in annual fee based revenue through earning referrals from existing clients, referrals from outside centers of influence, and community involvement
• Track record of successful career accomplishments through an optimistic, collaborative approach towards growth and continuous improvement
• CFP®, JD, CFA, or CPA/PFS designation and clean U-4

Preferred Qualifications

• The ability to read and interpret personal tax returns
• Portable book of business

Benefits:

• Work-life balance
• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• 401(K) match plus profit sharing
• Paid Time Off
• Paid holidays
• Parental leave
• Referral program
• STD/LTD Disability

The JFS mission centers on helping clients realize their goals for current and future generations. To deliver the promise, we seek industry-qualified, forward-thinking individuals capable of complex problem-solving in a highly collaborative environment.  As we grow, our firm offers opportunities for professionals looking to lead, inspire, and make a lasting difference in the lives of our employees and our clients.

With more than $3.5 billion in assets under management, JFS Wealth Advisors provides purpose-driven individuals, businesses, and institutions with customized, solution-based financial planning and investment management. As an independent, fee-based, fiduciary firm, we aren’t incented to sell specific investment products. Our recommendations are rooted in clients’ best interests; their success is ours as well.

We are actively recruiting an Associate Wealth Advisor to add to our growing team.  This position will have the opportunity to learn, grow and add value to our clients by working alongside our experienced staff of Wealth Advisors.

The Associate Wealth Advisor is responsible for providing advisor support and/or service to clients with a career track toward becoming a Wealth Advisor.  Will have short-term opportunity to assume responsibility for client relationships, and may also serve as back-up to our Client Relationship Specialists.

If you are looking for a dynamic firm with a collegial culture and growth opportunity, JFS is the place for you.

Essential Job Functions

• Identifies and fulfills client’s financial planning needs.
• Assures that client plans are executed and modified as needed.
• Coordinates client meeting preparation and meeting follow-up.
• Participates in business development activities.
• Participates in firm teams as assigned.
• Interfaces with clients to provide exceptional service.
• Provides backup client relationship support for advisors.
• Interfaces with custodians as needed.
• Assists in new client onboarding and account openings/transfers.
• Contributes to team effort.

What do you need to be successful at JFS Wealth Advisors?

• Ability to solve complex problems and form relationships with clients of all ages and levels of sophistication.
• Attention to detail and self-motivation to achieve results.
• Bachelor’s degree in a relevant field or equivalent work experience, on track to attain the Certified Financial Planner (CFP^®) and/or Series 65 License, and a clean U-4.

Benefits:

• Work-life balance
• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• 401(K) match plus profit sharing
• Paid Time Off
• Paid holidays
• Parental leave
• Referral program
• STD/LTD Disability

The JFS mission centers on helping clients realize their goals for current and future generations. To deliver the promise, we seek industry-qualified, forward-thinking individuals capable of complex problem-solving in a highly collaborative environment. As we grow, our firm offers opportunities for professionals looking to lead, inspire, and make a lasting difference in the lives of our employees and our clients.

With more than $3.5 billion in assets under management, JFS Wealth Advisors provides purpose-driven individuals, businesses, and institutions with customized, solution-based financial planning and investment management. As an independent, fee-based, fiduciary firm, we aren’t incented to sell specific investment products. Our recommendations are rooted in clients’ best interests; their success is ours as well.

We are actively recruiting a Client Relationship Specialist who will have the opportunity to learn, grow, and add value to our clients. If you are looking for a dynamic firm with a collegial culture and growth opportunity, JFS is the place for you.

The Client Relationship Specialist is responsible for coordinating and providing client asset management support, utilizing a team approach.   Monitors transactions and various other client needs and wants on investment accounts, as well as other financial planning needs.

You are: 

• Passionate about serving clients and helping them reach their goals.
• Committed to striving for continuous improvement and learning.
• A self-starter who needs little direction to get results.
• Detail-oriented, extremely organized, and adaptable to changing priorities.
• Able to handle sensitive and confidential information with discretion.
• Enjoys working independently and with cross-departmental teams.

Responsibilities:

• Provides client relationship support for advisors.
• Interfaces with clients to provide exceptional service.
• Interfaces with custodians.
• Facilitates new client onboarding and account openings/transfers.
• Completes administrative functions related to clients’ accounts.
• Performs necessary operations functions.
• Contributes to team effort.

Qualifications:

• Bachelor’s degree from four-year accredited college or university; minimum of four years related experience and/or training or equivalent combination of education and experience.
• Driver’s license.
• Demonstrates high quality analytical and problem-solving skills.
• Must be extremely detailed oriented.
• Client Relationship Management (CRM) software experience is a plus.
• Must be comfortable using multiple software systems.
• Ability to effectively prioritize and execute tasks.
• Demonstrates of creative/innovative approaches that maintain a commitment to JFS’s core values.
• Excellent communication skills.

Benefits:

• Work-life balance
• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• 401(K) match plus profit sharing
• Paid Time Off
• Paid holidays
• Parental leave
• Referral program
• STD/LTD Disability

The JFS mission centers on helping clients realize their goals for current and future generations. To deliver the promise, we seek industry-qualified, forward-thinking individuals capable of complex problem-solving in a highly collaborative environment. As we grow, our firm offers opportunities for professionals looking to lead, inspire, and make a lasting difference in the lives of our employees and our clients.

With more than $3.5 billion in assets under management, JFS Wealth Advisors provides purpose-driven individuals, businesses, and institutions with customized, solution-based financial planning and investment management. As an independent, fee-based, fiduciary firm, we aren’t incented to sell specific investment products. Our recommendations are rooted in clients’ best interests; their success is ours as well.

We are actively recruiting a Client Service Specialist who will have the opportunity to learn, grow, and add value to our clients. If you are looking for a dynamic firm with a collegial culture and growth opportunity, JFS is the place for you.

The Client Service Specialist is responsible for providing friendly assistance to Client Relationship Specialists, Associate Wealth Advisors, Wealth Advisors, and clients for specified operations support. Responsible for effective preparation and processing of client account paperwork, cashiering, account service, and data entry/maintenance.

You Are:

• Passionate about serving clients and helping them reach their goals.
• Committed to striving for continuous improvement and learning.
• A self-starter who needs little direction to get results.
• Detail-oriented, extremely organized, and adaptable to changing priorities.
• Able to handle sensitive and confidential information with discretion.
• Enjoys working independently and with cross-departmental teams.

Responsibilities:

• Provides client service support for advisors.
• Interfaces with client representatives to provide exceptional service.
• Interfaces with custodians.
• Facilitates new client onboarding and account openings/transfers for new and existing clients.
• Completes administrative functions related to clients’ accounts.
• Performs necessary operations functions.
• Contributes to the team effort.