Retirement Plan Advisor-Financial Services, Wealth Management, RIA

4 days ago


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

We are seeking a highly skilled Retirement Plan Advisor to join our team at JFS Wealth Advisors, LLC. As a key member of our financial services team, you will be responsible for providing exceptional service to our clients and helping them achieve their financial goals.

Key Responsibilities
  • Coordinate and manage retirement plans for clients
  • Maintain high levels of client satisfaction and drive profitability
  • Develop and maintain in-depth knowledge of business retirement plans
  • Monitor investment accounts and develop strategic plans to optimize returns
  • Contribute to the success of our team and help drive business growth
Requirements
  • Bachelor's degree or equivalent combination of education and experience
  • Series 65 or comparable license or designation, with a commitment to obtaining the Accredited Investment Fiduciary designation and other relevant ASPPA or CFP program credentials
  • Driver's license and willingness to travel when necessary
  • Excellent analytical and problem-solving skills, with a strong attention to detail
  • Experience working with recording keeping platforms and websites in a TPA setting is a plus
  • Proficiency in the use of PC and financial software
Benefits
  • Competitive salary and benefits package
  • Hybrid work environment with a focus on work-life balance
  • Medical, dental, and vision insurance
  • 401(K) match and profit sharing
  • Paid time off and holidays
  • Parental leave and referral program

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply for this exciting opportunity.



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