Retirement Plan Advisor

4 days ago


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

As a Retirement Plan Advisor at JFS Wealth Advisors, you will play a crucial role in helping clients achieve their financial goals. Your primary responsibility will be to coordinate and maintain retirement plans, ensuring that clients receive exceptional service and support.

Key Responsibilities:
  • Develop and implement retirement plans tailored to clients' needs
  • Maintain strong relationships with clients and provide ongoing support
  • Stay up-to-date with industry developments and best practices
  • Collaborate with cross-functional teams to achieve business objectives
  • Contribute to the development of business growth strategies

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
  • Excellent analytical and problem-solving skills
  • Ability to work independently and as part of a team
  • Strong communication and interpersonal skills

What We Offer:
  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive compensation package, including a 401(k) match and profit sharing
  • A comprehensive benefits program, including medical, dental, and vision insurance
  • A generous paid time off policy and paid holidays

About JFS Wealth Advisors:
  • We are a leading provider of wealth management services, dedicated to helping clients achieve their financial goals
  • We value our employees and offer a supportive and inclusive work environment
  • We are committed to excellence and continuous improvement


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