Find your fit in our high-performing, client-centric culture.

Careers

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 Wealth Advisors offers opportunities for professionals looking to lead, inspire and make a lasting difference in the lives of our clients.

The Work

Challenging and Energetic
Continuously Evolving
Ongoing Education
Best of Breed Technology

The People

Positive Culture
Professional Staff
Client-Oriented
Low Turnover

 

The Rewards

Market Pay and Incentives
Work-Life Balance
401(k), Medical and Insurance Coverage
Paid Holidays and Time Off
Path to Partnership
Parental Leave
Hybrid Work

Why Work with Us

We walk the road with our clients and with our team members as well – equipping them with the tools, training and opportunities to advance their careers. Surround yourself with a supportive team and positive environment where you enjoy coming to work and feel empowered to thrive.

View Employee Value Proposition

Employment opportunities will vary depending on current needs. Described below are the most common positions we hire.

Wealth Advisor

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.

Wealth Advisor

Associate Wealth Advisor

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.

Associate Wealth Advisor

Service Support Manager

Provide exceptional firmwide leadership to the Client Service Specialist (CSS) and Client Relationship Specialist (CRS) employees, that empowers them to work efficiently and effectively, so that they can deliver the best service to our clients and drive the mission of JFS.

Service Support Manager

Client Relationship Specialist

Responsible for coordinating and providing client asset management support, utilizing a team approach. Monitors transactions and various other client needs and wants on investment accounts, as well as other financial planning needs.

Client Relationship Specialist

Portfolio Trading Specialist

Provide operational support to the trading team, as well as to the Investment Committee and Director of Investment Management. The primary responsibility of the position is assisting in the maintenance of client accounts within the firm’s portfolio management system, Tamarac Advisor Rebalancing®, as well as other tasks performed in support of the firm’s investment services and asset management teams.

Portfolio Trading Specialist

Intern

Gain valuable industry experience and obtain college credit while working on projects alongside our team.  Internship opportunities may be focused in Tax, Accounting, Finance, or Firm Administration/Operations.

Other Specialists

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.

Contact Us