Financial Planning Associate

Position Summary

JFS Wealth Advisors began as a one-man operation in Hermitage, PA, in 1986 by Robert C. Jazwinski, CPA/PFS, CFP®. In over four decades since, we’ve grown to nearly 100 professionals and nine office locations, serving clients in more than 40 states. Our mission is to guide our clients to independence and peace of mind. We do this by assisting them in meeting life’s challenges and thriving financially. We want to be the most respected, prominent wealth management services firm in our region, recognized by our employees, clients, and the public.

JFS Wealth Advisors is looking for a Financial Planning Associate that will provide advisor support and/or service to clients.  This individual will perform up to 50% client relationship specialist duties, work with various financial planning software (Money Guide Pro, Holistiplan, Income Solver), and collaborate with wealth advisors before, during, and after client meetings to accelerate learning.

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

Primary Responsibilities

• Provide client relationship support for advisors.
  • Facilitates and executes tasks and ensures prompt and complete follow through and maintains progress review meeting schedule
  • Actively maintains advisors’ calendars and schedules also confirms appointments
  • Prepare performance reports, including certain institutional reports
    
    
• Interfaces with clients to provide exceptional service.
  • Follows up with clients for additional information required by advisors
  • Meets with clients as requested by advisors and follows up on client questions and concerns with advisors
  • Serves as contact/resource for clients calling with questions regarding their asset management accounts
  • Communicates daily with asset management team members regarding items that affect clients
    
    
• Assures that client plans are executed and modified as needed.
  • Attends or Performs Progress Review meetings regarding financial plans and investment accounts
  • Maintains contact with client 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
  • Works with advisors to onboard new clients from initiation through completion
  • Requests for contracts, driver’s license copies, and other appropriate new account and/or account transfer paperwork
  • Oversees transfer of assets and/or accounts to JFS
  • Coordinates preparation of an Investment Policy Statement (IPS) for each account prior to assigning a model to or trading the account
  • Ensure that accounts are properly set up in AdvisorView, including custom fields and sets and CRM
    
    
• Interfaces with custodians.
  • Communicates daily with asset management team members regarding items that affect clients
  • Maintains appropriate documentation and records, as required by custodians and other regulatory bodies
  • Serves as contact for National Advisors Trust Company, Fidelity, and Schwab to provide requested information as needed
    
    
• 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 (ex. 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

This position is a non-exempt position. 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). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-JS1

JFS Wealth Advisors is part of the Focus Financial Partners’ network firm community. As part of the partnership, Eton Advisors remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment.