Associate Wealth Advisor

Network Firms•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 position interfaces with clients, advisors, custodians, service vendors, and other financial professionals, and contributes to advisory-team business development activities. It is an exempt position. Base pay may vary based on experience, subject matter expertise, work location, and skill set; total compensation may also include an annual incentive bonus and a benefits package. The job title may change depending on the selected candidate’s experience and education. JFS Wealth Advisors began in Hermitage, Pennsylvania, in 1986 and has grown to nearly 100 professionals and nine office locations, serving clients in more than 40 states. It is part of the Focus Financial Partners network while remaining independently operated in an entrepreneurial, firm-led environment.

Requirements

Bachelor’s degree from an accredited four-year college or university, majoring in finance or a related field.
At least 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, responsibility, 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 and walk, use hands and fingers, and lift up to 10 pounds as needed.

Nice To Haves

CRM experience is a plus.

Responsibilities

Identify and fulfill clients’ financial planning needs.
Work with advisors to interview clients about 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 team members and/or present plans; interface with internal and external financial professionals as needed.
Ensure client plans are executed and modified as needed.
Attend and/or run progress review meetings concerning financial plans and accounts.
Maintain contact with clients and/or advisors to revise plans as client goals and needs change, or as investment markets, tax laws, retirement, and insurance opportunities change.
Monitor financial accounts to ensure 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 or monitor completion of meeting follow-up tasks.
Assist with new-client onboarding and account openings and transfers.
Process employer retirement plan rollovers, including 401(k) and 403(b) rollovers, and assist clients with requests.
Meet with clients as requested by advisors and follow up with advisors on client questions and concerns.
Serve as a contact and resource for clients with questions about their financial accounts.
Provide client relationship support for advisors; facilitate tasks and ensure prompt, complete follow-through.
Prepare performance reports, including certain institutional reports, as needed.
Interface with custodians and service vendors and communicate with custodians about alerts or service and maintenance needs.
Participate in advisory-team prospect and centers-of-influence development activities.
Contribute to team efforts, interact 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 abide by them.