Are you interested in working for a team-based wealth management firm dedicated to helping financially successful individuals, families, businesses and other organizations achieve their dreams by providing integrated wealth management and investment strategies for every twist and turn encountered over a lifetime? Where every decision reflects our core values which center around what is best for our clients? And that is committed to providing each client with exceptional wealth management and highly-responsive, client-oriented levels of service? If so, then look no further than JFS Wealth Advisors. www.jfswa.com
We are an independent wealth management firm with approximately $2.4 billion in assets under management. We have recently been named by the Financial Times as one of the top 300 registered investment advisors (RIA) in the country.*
JFS Wealth Advisors is seeking a Lead Wealth Advisor due to our growth initiatives and current client base. This key position will be based in Lancaster, Pa, and will be a key member of our Camp Hill / Harrisburg / Lancaster based team.
Develop and implement comprehensive financial and investment plans for clients
Build strong client relationships
Participate in the business development processes for continued growth
Provide leadership and supervision to advisor support and other team members
*The 2016 Financial Times 300 Top Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2016). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. As identified by the FT, the listing reflected each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300. Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results, nor should they be construed as a current or past endorsement of the RIA or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized advisor.
Excellent compensation and benefits package is available
Bachelor’s degree; preferably in accounting or finance
6+ years of experience in client service role (financial, accounting, investment, insurance industry)
2+ years of supervisory/managerial experience
CFP, CPA/PFS, or Series 65 or 66 securities license, on track for CFP.
Registered Investment Advisor Representative registration or qualification to become registered
Experience in business development
About JFS Wealth Advisors
JFS Wealth Advisors is dedicated to helping financially successful individuals and families live their dreams by providing integrated wealth management and investment strategies for every stage of life. Founded by Bob Jazwinski in 1986, the firm has over 60 employees, supervises approximately $1.8 billion in assets and services over 1,500 clients in more than 40 states.In 2007, JFS became a partner firm with Focus Financial Partners, a leading international partnership of independent, fiduciary wealth management firms providing unbiased, fee-based wealth management services to its clients.JFS’ reach expanded in 2012 through a merger with Pittsburgh-based wealth management firm H.L. Zeve Associates, adding to the overall value, capabilities, and resources for our clients. Our team became even stronger and more geographically diversified in 2015 when we merged with two well-established and reputable firms: Weathervane Wealth Management, located in Berwyn, PA, and Comprehensive Investment Solutions (CIS), located in Doylestown and Yardley, PA.
Formed in 1974, the Independent Bankers Association of Texas (IBAT) represents Texas community banks. The Austin-based group is the largest state community banking organization in the nation, with membership comprised of more than 2,000 banks and branches in 700 Texas communities. Providing safe and responsible financial services to all Texans, IBAT member bank assets range in size from $10 million to $20 billion with combined assets statewide of nearly $165 billion. IBAT member banks are committed to supporting and investing in their local communities.