Associate Wealth Advisor

The role

The Associate Wealth Advisor supports the advisory team in identifying and fulfilling clients' financial planning needs. This role involves developing financial plans, preparing for client meetings, and providing ongoing relationship support.

What you will do

• Identifies and fulfills clients' financial planning needs.
• Works with advisors to interview clients regarding assets, liabilities, cash flow, insurance, tax status, and objectives.
• Analyzes financial status and develops financial plans.
• Prepares and presents personal financial plans.
• Ensures client plans are executed and modified as needed.
• Attends and runs progress review meetings.
• Maintains contact with clients to revise plans based on changing needs or markets.
• Monitors financial accounts and transfers.
• Coordinates client meeting preparation and follow-up.
• Assists with new client onboarding and account openings.

Required qualifications

• Bachelor's degree from an accredited four-year college or university majoring in finance or related field
• 2+ years of related experience
• CFP® or Series 65
• Problem Solving
• Client Service
• Professionalism
• 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
• Proficient with Microsoft Office Suite
• Valid driver's license

Nice to have

• CRM experience

Benefits

• Annual incentive bonus
• Medical
• Dental
• Vision
• Life insurance
• 401(k)

About the company

JFS Wealth Advisors is a wealth management services firm that has grown to nearly 100 professionals and nine office locations. It is part of the Focus Financial Partners' network firm community.