Associate Wealth Advisor

Focus Financial Partners•Pittsburgh, PA

About The Position

JFS Wealth Advisors is seeking an Associate Wealth Advisor to support its advisory team in identifying and fulfilling clients’ financial planning needs. The role assists with developing and implementing financial plans, preparing for client meetings, coordinating new client onboarding, and providing ongoing client relationship support to deliver exceptional service. The Associate Wealth Advisor works with advisors and clients to understand financial circumstances and objectives, analyze information, develop and present financial plans, and help ensure plans and account strategies are implemented and updated. The position also supports meeting preparation and follow-up, account openings and transfers, client service, advisor business development, and coordination with custodians, vendors, and internal teams. The role requires maintaining knowledge of and complying with firm policies and procedures.

Requirements

Bachelor’s degree from an accredited four-year college or university, majoring in finance or a related field.
Minimum of two years of related experience.
CFP® or Series 65 required.
Ability to solve problems efficiently and analyze information to develop solutions independently or with teams.
Client-service skills, including handling challenging situations, responding promptly to client needs, seeking feedback, and ensuring follow-through.
Professionalism, including tact, composure under pressure, respect for others, accountability, and confidentiality regarding client names, financial information, and 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.
Proficiency with Microsoft Office Suite.
Availability to travel when necessary.
Ability and willingness to work at client locations using own vehicle.
Valid driver’s license.
Ability to sit for prolonged periods while working at a desk and on a computer, stand, walk, use hands and fingers, and lift up to 10 pounds as needed.

Nice To Haves

CRM experience.

Responsibilities

Identify and fulfill clients’ financial planning needs.
Work with advisors to interview clients about their assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
Analyze clients’ financial status, develop plans based on the analysis, and discuss financial options with clients.
Prepare personal financial plans for presentation by other professional team members and/or present plans directly.
Interface with internal and external financial professionals as needed.
Ensure client plans are executed and modified as needed.
Attend and/or conduct progress review meetings about financial plans and accounts.
Maintain contact with clients and/or advisors to revise plans as client goals and needs or market, tax, retirement, or insurance circumstances change.
Monitor financial accounts to confirm planned strategies are implemented and transfers proceed properly.
Coordinate client meeting preparation and follow-up, including agendas, note review, account performance review, and Financial Goal Plan updates.
Complete and/or monitor completion of meeting follow-up tasks.
Assist with new client onboarding and account openings and transfers.
Process employer retirement plan rollovers, including assisting clients with requests.
Meet with clients as requested by advisors and follow up on their questions and concerns with advisors.
Serve as a contact and resource for clients with questions about their financial accounts.
Provide client relationship support for advisors and ensure prompt, complete follow-through on tasks.
Prepare performance reports, including certain institutional reports, as needed.
Communicate with custodians regarding alerts and service or maintenance needs, and interface with custodians and service vendors as needed.
Participate in advisory team prospect and center-of-influence development activities.
Work with employees and departments to promote smooth workflow and identify and resolve problems.
Maintain working knowledge of firm compliance and operational policies and procedures and follow them while fulfilling responsibilities.