You haven't searched anything yet.
Job Purpose: Responsible for coordinating and providing asset management support while utilizing a team approach. Monitors transactions and various other client needs and wants on investment accounts, as well as other financial planning needs.
Essential Job Functions:
Competency: To perform the job successfully, an individual should demonstrate the following competencies:
Qualifications:
Physical Demands:
While performing the duties of this job, the employee is frequently required to sit, use hands to fingers, reach with hands and arms and talk or hear and operate keyboard and mouse along with telephone. The employee is occasionally required to stand, walk, or feel. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include ability to adjust focus.
Must pass an education, background, credit check, and drug screen.
We thank you for your interest in JFS Wealth Advisors, LLC.
JFS Wealth Advisors Participates in E-Verify
Right To work: https://www.e-verify.gov/sites/default/files/everify/posters/IER_RightToWorkPoster Eng_Es.pdf
JFS Participation: https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf
Powered by JazzHR
JoD9KB6zQH
Full Time
$52k-72k (estimate)
04/26/2024
05/15/2024
jfswa.com
DOYLESTOWN, PA
50 - 100
1986
THOMAS ALVARE
$5M - $10M
JFS Wealth Advisors is dedicated to helping financially successful individuals and families live their dreams by providing integrated financial planning and investment strategies for every stage of life. Founded by Bob Jazwinski in 1986, what began as a one-man office in Hermitage, PA, has grown into a 60+ member, full-service firm with 8 locations. Today we serve over 2,000 clients in over 40 states, with assets under management approximating $2 billion. Honesty and integrity are at the core of our professional philosophy. We're invested in building long-term client relationships, not selling ...
products. We believe that your story is more important than ours. So, we take the time to get to know you, your goals, your challenges and your vision for the future. You can count on us to be fully engaged and responsive every step of the way, and trust that we'll deliver on every promise we make. We offer a wide array of services to our clients, including Investment Management, Retirement Planning, Tax Planning & Preparation, Insurance Review & Risk Assessment, Estate & Legacy Planning, Education Planning, Cash Management, and Philanthropic Planning. JFS also offers businesses the same level of exceptional service and expert financial guidance that we give our individual clients. We will work with you to design a plan with diversified investment strategies and broad flexibility that empowers your employees to fund their next egg and manage financial decisions.
More
Show Less