The JFS mission centers on helping clients realize their goals for current and future generations. To deliver the promise, we seek industry-qualified, forward-thinking individuals capable of complex problem-solving in a highly collaborative environment. As we grow, our firm offers opportunities for professionals looking to lead, inspire, and make a lasting difference in the lives of our employees and our clients.
With more than $2 billion in assets under management, JFS Wealth Advisors provides purpose-driven individuals, businesses, and institutions with customized, solution-based financial planning and investment management. As an independent, fee-based, fiduciary firm, we aren’t incented to sell specific investment products. Our recommendations are rooted in clients’ best interests; their success is ours as well. JFS has recently been named by the Financial Times as one of the top 300 registered investment advisors (RIA) in the country.*
What is JFS Wealth Advisors seeking?
We are actively recruiting a Director of Financial Planning. This position will be based out of our Pittsburgh, PA office.
This is an exciting opportunity for someone passionate about financial planning and helping clients reach their goals and objectives. JFS provides independent, fee-based advice and customized financial guidance. Our advisory and support teams are committed to ongoing learning and development to ensure they have the people, resources, and solutions to add value for our clients.
Financial planning is the foundation of our business model. Only after understanding our clients’ entire financial circumstances, and how they define success can we develop the trusted relationship necessary to provide compelling and relevant recommendations. We strive to not only craft effective strategies but also to facilitate implementation of the solutions and continuously educate our clients so they make informed decisions.
An experienced and passionate Director of Financial Planning with breadth and depth of knowledge relative to planning techniques and advanced solutions, and the desire and ability to develop new planning professionals and manage the financial planning process across the firm is paramount to our success. As a member of the JFS team, you will be instrumental in our efforts to provide exceptional service and education to our clients, develop and train our Associate Advisors, and manage the financial planning quality and process across the firm.. If you are looking for a dynamic firm with a collegial culture and growth opportunity, JFS is the place for you.
What sets JFS Wealth Advisors apart?
Our culture is informed by our values:
Win through Teams
Create Raving Fans
Exude Humble Confidence
A supportive team dedicated to your professional success. We don’t expect you to sink or swim. Beginning with our week-long onboarding training, we introduce you to key personnel and team members while providing foundational learning about JFS upon which you will build. Our training program is designed to position you for success.
A commitment to continuous learning and development and ongoing training opportunities on topics essential to our clients, including investments, taxes, estate planning, retirement planning, education planning, Social Security & Medicare, privacy protection, and much more. Our pursuit of excellence means we are always striving to enhance our services and develop the best possible solutions for our clients.
Highly-experienced, internal subject matter experts on topics such as retirement planning, trusts and estate planning, tax planning, and education planning (to name just a few) as well as key relationships with external experts that we leverage for our clients’ benefit.
A client-centric culture focused on our clients’ best interests and where we strive to exceed client expectations.
Leading edge planning tools and software to help you develop effective advice for our clients.
Base salary and bonus opportunity, with generous benefits including an employer matched 401(k) plan.
Flexible work day so you can balance work and your personal needs and obligations.
What do you need to be successful at JFS Wealth Advisors?
Experience developing financial plans and planning solutions for clients in a fee-based wealth management or planning role.
Experience leading a team and training / developing others while also functioning as a collaborative and high-performing team player.
Process orientation which will enable successful design, development, implementation and management of a high-quality financial planning process across the firm.
Ability to solve complex problems and form relationships with clients of all ages and levels of sophistication.
Attention to detail and self-motivation to achieve results.
A CPA/PFS, Certified Financial Planner (CFP) or a comparable credential, and a clean U-4.
At JFS Wealth Advisors, we value success based on individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy, marital, domestic partner, or civil union status, national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
*The 2018 Financial Times 300 Top Registered Investment Advisors is an independent listing produced by the Financial Times (June 2018). 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.
About JFS Wealth Advisors, LLC
The JFS mission centers on helping clients realize their goals for current and future generations. To deliver the promise, we seek industry-qualified, forward-thinking individuals capable of complex problem-solving in a highly collaborative environment. As we grow, our firm offers opportunities for professionals looking to lead, inspire, and make a lasting difference in the lives of our employees and our clients. With more than $2 billion in assets under management, JFS Wealth Advisors provides purpose-driven individuals, businesses, and institutions with customized, solution-based financial planning and investment management. As an independent, fee-based, fiduciary firm, we aren’t incented to sell specific investment products. Our recommendations are rooted in clients’ best interests; their success is ours as well.