Associate Wealth Advisor

Focus Financial Partners•Pittsburgh, PA

1d•Hybrid

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 onboarding, and providing ongoing client relationship support. The position is on-site for the first 90 days, followed by a schedule of four days in the office and one day remote. It is an exempt position. Base pay may vary based on experience, subject matter expertise, work location, and skills. Compensation may also include an annual incentive bonus and a comprehensive benefits package. The job title may change based on the selected candidate’s experience and education.

Requirements

Bachelor’s degree from an accredited four-year college or university, majoring in finance or a related field.
At least 2 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 responding promptly to client needs, handling challenging situations, seeking feedback, and ensuring follow-through.
Professionalism, including tact, composure under pressure, respect for others, accountability, and confidentiality regarding client and financial information.
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 one’s 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.

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 financial 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 to clients.
Coordinate with internal and external financial professionals as needed.
Ensure client plans are executed and modified as needed.
Attend and/or lead progress review meetings concerning financial plans and accounts.
Maintain contact with clients and/or advisors and revise plans based on changes to client goals, needs, markets, tax laws, retirement, or insurance opportunities.
Monitor financial accounts to ensure 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 or monitor completion of client meeting follow-up tasks.
Assist with new client onboarding and account openings and transfers.
Process employer retirement plan rollovers, such as 401(k) and 403(b) rollovers, including assisting clients with requests.
Meet with clients as requested by advisors and follow up on client questions and concerns with advisors.
Serve as a contact and resource for clients with questions about their financial accounts.
Provide client relationship support to advisors, facilitate tasks, and ensure prompt and complete follow-through.
Prepare performance reports, including certain institutional reports, as needed.
Communicate with custodians and service vendors, including regarding alerts or service and maintenance needs.
Participate in advisory team prospect and centers-of-influence development activities.
Work with other employees and departments to promote smooth workflow and identify and resolve problems.
Maintain working knowledge of and comply with the firm’s compliance and operational policies and procedures.