Financial Planning Associate

<p><strong>Position Summary</strong></p> <p>JFS Wealth Advisors began as a one-man operation in Hermitage, PA, in 1986 by&nbsp;<a href="https://jfswa.com/team/robert-c-jazwinski-cpa-pfs-cfp/">Robert C. Jazwinski, CPA/PFS, CFP®</a>. In over four decades since, we’ve grown to nearly&nbsp;<a href="https://jfswa.com/about-jfswa/meet-our-team/">100 professionals and nine office locations</a>, serving clients in more than 40 states. Our mission is to guide our clients to independence and peace of mind. We do this by assisting them in meeting life’s challenges and thriving financially. We want to be the most respected, prominent wealth management services firm in our region, recognized by our employees, clients, and the public.</p> <p>JFS Wealth Advisors is looking for a <strong>Financial Planning Associate</strong> that will provide advisor support and/or service to clients.&nbsp; This individual will perform up to 50% client relationship specialist duties, work with various financial planning software (Money Guide Pro, Holistiplan, Income Solver), and collaborate with wealth advisors before, during, and after client meetings to accelerate learning.</p> <p>This is a hybrid position – 3 days in office/2 days remote.<br><br></p> <p><strong>Primary Responsibilities</strong></p> <ul> <li>Provide client relationship support for advisors. <ul> <li>Facilitates and executes tasks and ensures prompt and complete follow through and maintains progress review meeting schedule</li> <li>Actively maintains advisors’ calendars and schedules also confirms appointments</li> <li>Prepare performance reports, including certain institutional reports<br><br></li> </ul> </li> <li>Interfaces with clients to provide exceptional service. <ul> <li>Follows up with clients for additional information required by advisors</li> <li>Meets with clients as requested by advisors and follows up on client questions and concerns with advisors</li> <li>Serves as contact/resource for clients calling with questions regarding their asset management accounts</li> <li>Communicates daily with asset management team members regarding items that affect clients<br><br></li> </ul> </li> <li>Assures that client plans are executed and modified as needed. <ul> <li>Attends or Performs Progress Review meetings regarding financial plans and investment accounts</li> <li>Maintains contact with client and/or advisors to review plans based on modified goals and needs of client or changes in investment markets, tax laws, retirement and insurance opportunities</li> <li>Monitors’ investment accounts to ensure planned strategy is being implemented and tran