Retirement Plan Consultant

2 days ago


Hermitage, Pennsylvania, United States JFS Wealth Advisors Full time
Job Title: Retirement Plan Advisor

As a Retirement Plan Advisor at JFS Wealth Advisors, you will play a critical role in helping our clients achieve their financial goals. Your primary responsibility will be to provide exceptional service to our clients, ensuring their retirement plans are tailored to their unique needs and goals.

Key Responsibilities:
  • Develop and implement comprehensive retirement plans for clients
  • Conduct regular reviews and updates to ensure plans remain aligned with clients' goals
  • Collaborate with cross-functional teams to provide seamless service to clients
  • Stay up-to-date on industry trends and best practices to deliver innovative solutions
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, with a keen eye for detail
  • Ability to work independently and as part of a team, with a strong focus on customer satisfaction
What We Offer:
  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A comprehensive benefits package, including medical, dental, and vision insurance
  • A 401(k) match and profit-sharing program
  • Paid time off and holidays

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and results-driven individual who is passionate about helping others achieve their financial goals, we encourage you to apply.



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