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.
Challenging and Energetic
Best of Breed Technology
Market Pay and Incentives
401(k), Medical and Insurance Coverage
Paid Holidays and Time Off
Path to Partnership
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.
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.
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.
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.
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.
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.
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.
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.