2 Retirement Plan Advisor-Financial Services, Wealth Management, RIA Jobs in Hermitage, PA
JFS WEALTH ADVISORS LLC is Hiring a Retirement Plan Advisor-Financial Services, Wealth Management, RIA Near Hermitage, PA
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 clients
- Committed to striving for continuous improvement and learning
- A self-starter who needs little direction to get results
- Detail-oriented, extremely organized, and adaptable to changing priorities
- Able to handle sensitive and confidential information with discretion
- Enjoys working independently and with cross-departmental teams
- Coordinates Retirement plans
- Maintain client satisfaction and profitability
- Development of Business Retirement Plans knowledge
- Monitors investment accounts and develop strategies
- Contribute to team effort and goals
- Bachelor's degree or equivalent combination of education and 3-5 years of experience
- Minimally hold a Series 65 or comparable license or designation and obtain the Accredited Investment Fiduciary designation and other relevant ASPPA or CFP program credentials
- Driver's license
- Must be willing to travel when necessary
- Demonstrates high quality analytical and problem-solving skills
- Must be extremely detailed oriented
- Experience working with recording keeping platforms/websites in a TPA setting is a plus.
- Must be comfortable using multiple software systems
- Ability to effectively prioritize and execute tasks
- Must 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.
- Work life balance
- Hybrid work environment
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- 401(K) match plus profit sharing
- Paid Time Off
- Paid holidays
- Parental leave
- Referral program
- STD/LTD Disability
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 Eng_Es.pdf
JFS Participation: https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf
Job Summary
Full Time
$56k-82k (estimate)
06/25/2024
07/12/2024
jfswa.com
DOYLESTOWN, PA
50 - 100
1986
THOMAS ALVARE
$5M - $10M
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About JFS WEALTH ADVISORS LLC
JFS Wealth Advisors is dedicated to helping financially successful individuals and families live their dreams by providing integrated financial planning and investment strategies for every stage of life. Founded by Bob Jazwinski in 1986, what began as a one-man office in Hermitage, PA, has grown into a 60+ member, full-service firm with 8 locations. Today we serve over 2,000 clients in over 40 states, with assets under management approximating $2 billion. Honesty and integrity are at the core of our professional philosophy. We're invested in building long-term client relationships, not selling... products. We believe that your story is more important than ours. So, we take the time to get to know you, your goals, your challenges and your vision for the future. You can count on us to be fully engaged and responsive every step of the way, and trust that we'll deliver on every promise we make. We offer a wide array of services to our clients, including Investment Management, Retirement Planning, Tax Planning & Preparation, Insurance Review & Risk Assessment, Estate & Legacy Planning, Education Planning, Cash Management, and Philanthropic Planning. JFS also offers businesses the same level of exceptional service and expert financial guidance that we give our individual clients. We will work with you to design a plan with diversified investment strategies and broad flexibility that empowers your employees to fund their next egg and manage financial decisions.
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