Financial Planning Associate

About the role

JFS Wealth Advisors is seeking a Financial Planning Associate to join our team. This position offers a unique opportunity to support advisors and clients, utilizing financial planning software and collaborating closely with wealth advisors.

Responsibilities

• Provide client relationship support for advisors.
• Interface with clients to provide exceptional service.
• Affirm that client plans are executed and modified as needed.
• Facilitate new clients onboarding and account opening/transfers.
• Interface with custodians.
• Complete administrative functions related to client’s account.
• Contribute to team effort.

Other Duties and Responsibilities

• Run reports and support Wealth Advisors as needed.
• Possess a working knowledge of JFS’ compliance and operational policies and procedures and abide by them while fulfilling this position’s responsibilities.
• Serve as backup for other Client Relationship Specialists.
• Updates Processes and Procedures as assigned.
• Assist with any fee items requiring attention as needed.

Required Skills and Abilities

• Problem Solving – Solve problems efficiently and analyze information to develop solutions independently or with teams.
• Technical Skills - Assesses own strengths and weaknesses, pursues professional development opportunities, continuously build knowledge and skills, and shares expertise with others.
• Client Service – Handle challenging situations, respond promptly to client needs, seek feedback, and ensure follow-through.
• Teamwork - Balances responsibilities, value input, and build positive relationships to reach team goals.
• Ethics - Treats people with respect, keep commitments, act ethically, and uphold organizational values.
• Professionalism - Approaches others tactfully, reacts well under pressure, respects all, accepts responsibility, and maintains confidentiality regarding client names, financial information and all other matters.
• Attendance/Punctuality – Be consistently present and punctual, ensure responsibilities are covered, and attend appointments on time.
• Dependability – Take responsibility for actions, work extra hours when needed, and complete tasks or communicate alternate plans.

Required Education and Experience

• Bachelor's degree (B. A.) from a four-year college or university with a major in Finance.
• Must be actively studying for the series 65 or CFP®.

What We’re Looking For

• Ability to analyze and interpret business journals, technical procedures, and government regulations.
• Ability to write reports, business correspondence, and procedure manuals.
• Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the public.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
• Commitment to work toward CFP® registration and license.
• Valid driver’s license.
• 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.

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Required to stand; walk; use hands to finger, handle, or feel.
• Lift up to 10 pounds as needed.

Department

Asset Management/Service Support

Role

Financial Planning Associate

Locations

Mechanicsburg

Remote status

Hybrid