Retirement Plan Advisor
4 days ago
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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