JFS Wealth Advisors Recognized as a 2024 Best RIAs to Work For by Financial Planning

JFS Wealth Advisors is thrilled to announce its recognition in the top 20 Best RIAs to Work For by Financial Planning. This ranking reflects the firm’s dedication to cultivating a thriving workplace culture, developing future leaders, and fostering professional and personal growth among team members.

“We are honored to be ranked among the top RIAs in the country,” said Robert C. Jazwinski, CPA/PFS, CFP®, Founder, Co-CEO, Partner and Wealth Advisor of JFS Wealth Advisors. “This recognition reflects the incredible commitment of our team to each other, our clients, and the communities we serve.”

JFS Wealth Advisors was recognized for its innovative “Path to Partnership” initiative, which supports the development of current and future leaders within the firm. This program encourages team members interested in leadership roles by providing clear pathways for growth and advancement. The firm also emphasizes lifelong learning, supporting ongoing education through tuition reimbursements and professional development opportunities.

Additionally, JFS Cares, the firm’s annual employee-run charity campaign, and paid volunteer and service hours underscore its commitment to community involvement and social responsibility. These initiatives allow team members to collaborate and give back to their communities, making a positive impact beyond the workplace.

Financial Planning’s Best RIAs to Work For list, presented in partnership with Best Companies Group, identifies top firms in the registered investment advisory (RIA) profession that excel in employee engagement and workplace culture. Firms are evaluated through a two-part survey that measures workplace policies, practices, and demographics. Employees also provide a feedback survey on their firm’s leadership, training, benefits, work environment and other factors. No fee was paid to be included in this list.

Editor-in-Chief of Financial Planning, Brian Wallheimer, highlighted the importance of workplace culture, stating, “These RIAs are shining examples of the ways in which workplace culture, benefits, pay, and so much more can positively impact employees. It’s clear that these firms love their employees, and the employees love them back.”

For more information on Financial Planning’s Best RIAs to Work For program, visit https://www.financial-planning.com/list/the-52-best-rias-to-work-for

 

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