JFS Wealth Advisors
Retirement Plan Advisor-Financial Services, Wealth Management, RIA
JFS Wealth Advisors, Hermitage, Pennsylvania, United States, 16148
Retirement Plan Advisor
Responsible for positive team interface across geographic lines while assisting the department team in all phases of customer service, investing and planning strategies to maintain, strengthen and grow overall firm relationships; including but are not limited to perform/assist with: onboarding new client plan relationships, maintaining current plan sponsor/participant exceptional service experiences; continuous development of working knowledge of qualified and nonqualified plan design alternatives and investment strategies; developing new and maintaining current service provider positive relationships and development of personal financial planning skills that contribute to plan participant financial wellness programs. This position will include virtual and/or onsite meetings plus periodic overnight travel to client location for plan sponsor/trustee and/or participant related meetings. Periodically this role may be pulled into various business development assignments, including but not limited to prospect plan proposals/proposal presentations/centers of influence development.
You are:
Passionate about serving clientsCommitted to striving for continuous improvement and learningA self-starter who needs little direction to get resultsDetail-oriented, extremely organized, and adaptable to changing prioritiesAble to handle sensitive and confidential information with discretionEnjoys working independently and with cross-departmental teamsResponsibilities:
Coordinates Retirement plansMaintain client satisfaction and profitabilityDevelopment of Business Retirement Plans knowledgeMonitors investment accounts and develop strategiesContribute to team effort and goalsQualifications:
Bachelor's degree or equivalent combination of education and 3-5 years of experienceMinimally hold a Series 65 or comparable license or designation and obtain the Accredited Investment Fiduciary designation and other relevant ASPPA or CFP program credentialsDriver's licenseMust be willing to travel when necessaryDemonstrates high quality analytical and problem-solving skillsMust be extremely detailed orientedExperience working with recording keeping platforms/websites in a TPA setting is a plus.Must be comfortable using multiple software systemsAbility to effectively prioritize and execute tasksMust be proficient in the use of PC and be able to effectively use financial and related software.Demonstrates creative/innovative approaches that maintain a commitment to JFS's core values.Excellent communication skills.While performing the duties of this job, the employee is frequently required to sit. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include ability to adjust focus.Benefits:
Work life balanceHybrid work environmentMedical insuranceDental insuranceVision insuranceLife insurance401(K) match plus profit sharingPaid Time OffPaid holidaysParental leaveReferral programSTD/LTD DisabilityMust pass background, credit, education check and drug screening. Must be willing to travel for client meetings. Hybrid position.
We thank you for your interest in JFS Wealth Advisors, LLC.
JFS Wealth Advisors Participates in E-Verify
Right To work: https://www.e-verify.gov/sites/default/files/everify/posters/IER_RightToWorkPoster%20Eng_Es.pdf
JFS Participation:
https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf
Responsible for positive team interface across geographic lines while assisting the department team in all phases of customer service, investing and planning strategies to maintain, strengthen and grow overall firm relationships; including but are not limited to perform/assist with: onboarding new client plan relationships, maintaining current plan sponsor/participant exceptional service experiences; continuous development of working knowledge of qualified and nonqualified plan design alternatives and investment strategies; developing new and maintaining current service provider positive relationships and development of personal financial planning skills that contribute to plan participant financial wellness programs. This position will include virtual and/or onsite meetings plus periodic overnight travel to client location for plan sponsor/trustee and/or participant related meetings. Periodically this role may be pulled into various business development assignments, including but not limited to prospect plan proposals/proposal presentations/centers of influence development.
You are:
Passionate about serving clientsCommitted to striving for continuous improvement and learningA self-starter who needs little direction to get resultsDetail-oriented, extremely organized, and adaptable to changing prioritiesAble to handle sensitive and confidential information with discretionEnjoys working independently and with cross-departmental teamsResponsibilities:
Coordinates Retirement plansMaintain client satisfaction and profitabilityDevelopment of Business Retirement Plans knowledgeMonitors investment accounts and develop strategiesContribute to team effort and goalsQualifications:
Bachelor's degree or equivalent combination of education and 3-5 years of experienceMinimally hold a Series 65 or comparable license or designation and obtain the Accredited Investment Fiduciary designation and other relevant ASPPA or CFP program credentialsDriver's licenseMust be willing to travel when necessaryDemonstrates high quality analytical and problem-solving skillsMust be extremely detailed orientedExperience working with recording keeping platforms/websites in a TPA setting is a plus.Must be comfortable using multiple software systemsAbility to effectively prioritize and execute tasksMust be proficient in the use of PC and be able to effectively use financial and related software.Demonstrates creative/innovative approaches that maintain a commitment to JFS's core values.Excellent communication skills.While performing the duties of this job, the employee is frequently required to sit. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include ability to adjust focus.Benefits:
Work life balanceHybrid work environmentMedical insuranceDental insuranceVision insuranceLife insurance401(K) match plus profit sharingPaid Time OffPaid holidaysParental leaveReferral programSTD/LTD DisabilityMust pass background, credit, education check and drug screening. Must be willing to travel for client meetings. Hybrid position.
We thank you for your interest in JFS Wealth Advisors, LLC.
JFS Wealth Advisors Participates in E-Verify
Right To work: https://www.e-verify.gov/sites/default/files/everify/posters/IER_RightToWorkPoster%20Eng_Es.pdf
JFS Participation:
https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf