Retirement Plan Advisor

4 weeks ago


Hermitage, Pennsylvania, United States JFS Wealth Advisors Full time
Job Summary:

As a Retirement Plan Advisor at JFS Wealth Advisors, you will play a critical role in helping clients achieve their financial goals. Your primary responsibility will be to coordinate and maintain client retirement plans, ensuring that they are aligned with their overall financial objectives.

Key Responsibilities:
  • Develop and implement comprehensive retirement plans for clients, taking into account their individual needs and goals.
  • Maintain ongoing relationships with clients, providing regular updates and recommendations to ensure their plans remain on track.
  • Collaborate with cross-functional teams to identify opportunities for growth and improvement in client relationships and business development.
  • Stay up-to-date on industry trends and best practices, applying this knowledge to enhance client outcomes and drive business success.

Requirements:
  • Bachelor's degree or equivalent combination of education and experience.
  • Series 65 or comparable license, with a strong desire to obtain the Accredited Investment Fiduciary designation and other relevant ASPPA or CFP program credentials.
  • Excellent analytical and problem-solving skills, with the ability to effectively prioritize and execute tasks.
  • Strong communication and interpersonal skills, with the ability to build and maintain strong relationships with clients and colleagues.
  • Ability to work in a fast-paced environment, with a strong attention to detail and a commitment to delivering high-quality results.

What We Offer:
  • A dynamic and supportive work environment, with opportunities for growth and professional development.
  • A competitive compensation package, including a 401(k) match and profit-sharing program.
  • A comprehensive benefits package, including medical, dental, and vision insurance, as well as life insurance and disability coverage.
  • A hybrid work environment, with opportunities to work remotely and in the office.
  • A commitment to work-life balance, with a focus on supporting the well-being of our employees.

How to Apply:

Please submit your resume and a cover letter to [insert contact information]. We thank all applicants for their interest; however, only those selected for an interview will be contacted.



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