Financial Planning Associate

About the role

JFS Wealth Advisors is a wealth management firm with over 100 professionals and nine offices across Pennsylvania and more than 40 states. We assist clients in achieving financial independence and peace of mind.

Responsibilities

• Provide client relationship support for advisors.
• Facilitates and executes tasks and ensures prompt and complete follow through.
• Actively maintains advisors' calendars and schedules.
• Prepare performance reports, including certain institutional reports.
• Interfaces with clients to provide exceptional service.
• Follows up with clients for additional information required by advisors.
• Maintains contact with clients and/or advisors to review plans based on modified goals and needs of client or changes in investment markets, tax laws, retirement and insurance opportunities.
• Monitors investment accounts to ensure planned strategy is being implemented and transfers are proceeding properly.
• Facilitates new clients onboarding and account opening/transfers.
• Completes administrative function related to client’s account.
• Processes additional funds into existing accounts as instructed.
• Provides delivery instructions for various types of assets. Processes daily deposits.
• Fulfills distributions requests, including ensuring cash availability.
• Processes account closures and client terminations, including launching appropriate workflows involving compliance, operations, and billing.
• Completes required and requested account maintenance and account service (e.g., beneficiary changes, address changes, etc.).
• Run reports and global reports in AdvisorView as needed.

Qualifications

• Bachelor's degree from a four-year college or university with a major in Finance.
• Must be actively studying for the series 65 or CFP®.
• Effectively handle multiple tasks in a fast-paced environment.
• Analyze and interpret business journals, technical procedures, and government regulations.
• Effectively present information and respond to questions from groups of managers, clients, customers, and the public.
• Define problems, collect data, establish facts, and draw valid conclusions.
• Interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
• Valid driver’s license.
• Must be client service and team oriented.
• The employee must maintain complete confidentiality regarding client names, financial information and all other matters.
• The position requires occasional overtime.
• Occasionally works at client locations which require the use of the incumbent’s own vehicle.

Pay

The annualized base pay range for this role is expected to be between $60,000-$70,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k).

Schedule

This is a hybrid position – 3 days in office/2 days remote.