Start your professional journey with us.
The JFS mission has always been centered on helping clients realize their goals for current and future generations. To deliver the promise, we seek industry-qualified, forward-thinking individuals who are capable of complex problem-solving in a highly collaborative environment. As we continue to grow, JFS offers opportunities for professionals looking to lead, inspire and make a lasting difference in the lives of our clients.
Challenging and Energetic
Best of Breed Technology
Market Pay and Incentives
401(k), Medical and Insurance Coverage
Paid Holidays and Time Off
Employment opportunities will vary depending on current needs. Described below are the most common positions we hire.
Work with clients to identify, implement and monitor all activities involved in the comprehensive financial planning process. Develop personal financial plans and investments strategies, ensuring that all client plans are executed and modified as needed. Provides leadership to support staff and assists with firm business development objectives.
Responsible for the ongoing management of existing client relationships and retention of clients. The role may work in conjunction with the lead advisors or other technical specialists to develop advice for clients. This role mentors more junior positions and may also be building business development skills.
Works with lead advisors to prepare financial goal plans from initial data entry through plan completion. Interfaces with clients to provide exceptional service by attending meetings and facilitating follow up. Provides client relationship support for advisors and communicates regularly with client service providers.
Client Relationship Specialist
Provides client relationship support for advisors, interfacing with clients to provide exceptional service. Fulfills all administrative functions related to client accounts and communicates regularly with client service providers. Actively maintains advisors’ calendars, and schedules and confirms appointments.
Join our team.
Work alongside knowledgeable, experienced professionals who are committed to building and preserving client relationships that span generations. Ask us a question or learn more about current opportunities.