JFS WEALTH ADVISORS LLC Jobs

JFS WEALTH ADVISORS LLC

DOYLESTOWN, PA | 76 followers

JFS WEALTH ADVISORS LLC Overview

WEBSITE jfswa.com
HEADQUARTERS DOYLESTOWN, PA
SIZE 50 - 100
FOUNDED 1986
CEO THOMAS ALVARE
REVENUE $5M - $10M
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About JFS WEALTH ADVISORS LLC

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
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Client Relationship Specialist - Wealth Management (Finance) at JFS WEALTH ADVISORS LLC

Hermitage, PA | Full Time
$55k-76k (estimate)
3 Weeks Ago
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. PROVIDES CLIENT RELATIONSHIP SUPPORT FOR ADVISORS. Facilitates and executes tasks and ensures prompt and complete follow through.  Maintains Progress Review meeting schedule.  Acti...

Client Service Specialist at JFS WEALTH ADVISORS LLC

Hermitage, PA | Full Time
$42k-56k (estimate)
0 Months Ago
Job Purpose. . Responsible for providing friendly assistance to Client Relationship Specialists, Associate Wealth Advisors, Wealth Advisors, and clients for specified operations support.  Responsible for effective preparation and processing of client account paperwork, cashiering, account service, and data entry/maintenance. Es. s. ential Job Duties. . . PREPARES AND PROCESSES NEW ACCOUNT PAPERWORK AND TRANSFERS FOR NEW AND EXISTING CLIENTS. Prep...
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