Retirement Plan Advisor

4 weeks ago


Pittsburgh, Pennsylvania, United States JFS WEALTH ADVISORS LLC Full time
Job Overview

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, developing and maintaining relationships with plan sponsors and participants, and driving business growth through innovative financial planning strategies.

Key Responsibilities:

  • Coordinate and implement retirement plans for clients
  • Maintain high levels of client satisfaction and drive profitability
  • Develop and maintain expertise in business retirement plans
  • Monitor investment accounts and develop strategic plans
  • Contribute to team efforts and goals

Requirements:

  • Bachelor's degree or equivalent combination of education and experience
  • Series 65 or comparable license, and Accredited Investment Fiduciary designation
  • Driver's license and willingness to travel
  • Excellent analytical and problem-solving skills
  • Highly detail-oriented and organized
  • Experience working with recording keeping platforms and software

Benefits:

  • Work-life balance and hybrid work environment
  • Medical, dental, and vision insurance
  • 401(K) match and profit sharing
  • Paid time off and holidays
  • Parental leave and referral program


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