Associate Financial Advisor

Job Description

JFG FAMILY OFFICE:

JFG Family Office is a privately owned, registered investment advisory firm that originated as a private investment company for our founding family. With more than 40 years of single-family office experience, we understand the responsibilities, complexities, and opportunities that accompany long-term success.

JFG provides comprehensive wealth management and integrated family office support to high-net-worth individuals and families. Our work is grounded in long-term stewardship, disciplined execution, and highly coordinated service across investments, planning, and family office matters. Through our collaborative team model, clients also benefit from the collective wisdom, networks, and shared experiences of the families who partner with JFG.

Headquartered in Denver, Colorado, with offices in Dallas, Texas, and Arlington, Virginia, JFG is committed to creating better alignment, better service, and better outcomes for the families we serve. We seek thoughtful, disciplined, and collaborative professionals who exercise sound judgment, take ownership of their work, communicate clearly, and are motivated to contribute to a high-performing team serving clients with complex needs.

ROLE OVERVIEW:

Primary Duties and Responsibilities:

• Partner with the Advisor to actively manage client relationships, understand family goals and dynamics, and anticipate client needs.
• Support the Advisor throughout the sales and onboarding process; manage client onboardings and projects, including timelines, ownership, and deliverables.
• Prepare client meeting agendas, planning updates, and portfolio review materials; document decisions and manage follow-up items through completion.
• Coordinate information and communication with clients and outside advisors, including attorneys, accountants, and trustees.
• Maintain accurate client records, communications, and action items in the firm’s CRM and financial planning systems.
• Work as a liaison between Investment Operations, Financial Planning, Trading, Accounting, and Investments to coordinate client projects and resolve outstanding items.
• Prepare and maintain financial planning analyses covering cash flow, retirement, estate and wealth transfer, charitable giving, and insurance; identify planning opportunities for Advisor review.
• Support asset allocation and portfolio reviews, connecting planning priorities with liquidity needs and investment implementation.
• Serve as a leader and teacher for the Advisory Analyst team.

This job description does not include a complete listing of all duties and functions. Management reserves the right to assign other duties or projects as necessary.

Qualifications

• Strong attention to detail, organization, communication, and project management skills; sound judgment and discretion with sensitive client information.
• Bachelor of Science degree in Finance, Business, or a related field.
• Extensive knowledge of Word, Excel, and PowerPoint; proficiency with financial planning software and CRM systems.
• 5+ years of experience in wealth management or banking in a client service or advisory role preferred.
• Experience supporting ultra-high-net-worth (UHNW) clients and coordinating their complex planning and service needs.
• Strong financial planning knowledge and experience preparing comprehensive analyses and clear, client-ready materials.
• Series 65 or equivalent required.

Compensation

Base salary range: $80,000–$120,000 annually

Application deadline

December 31, 2026

How to Apply:

Please submit your resume and a brief cover letter outlining your qualifications and interest in the position to Tiffani Porter by 12/31/26.

EMPLOYEE BENEFITS OFFERINGS

• Competitive compensation, including bonus opportunities
• Deferred compensation bonus and employee investment opportunities, subject to eligibility 
• Company paid medical and wellness benefits
• A comprehensive selection of medical, dental, and vision health plans
• 401(k) plan with employer match
• Flexible time off
• Company-paid parking or public transportation benefits, based on office location
• Professional development and continuing education support
• Opportunity for career growth and advancement
• Employee recognition programs
• Cultural and team-building events
• Benefits are subject to eligibility requirements, plan documents, and company policies, and may be modified from time to time.