Associate Financial Advisor

GENERAL SUMMARY:

The Associate Advisor is responsible for all aspects of the client advisory and relationship management experience. Specific responsibilities are subject to respective clients’ engagements.

All team members at JFG Family Office are expected to act as compelling representatives of the Company and champions of our Mission & Values.

ROLE OVERVIEW

Primary Duties and Responsibilities

· Partner with Adviser to actively manage client relationships.

· Support Adviser throughout sales and onboarding process.

· Work as project manager for client onboardings and projects.

· Prepare meeting notes and manage follow-up items from meetings.

· Coordinate information and communication with clients.

· Prepare account opening and account servicing documents and manage the process to completion.

· Knowledge of financial planning software systems and client relationship management software (CRM) are a plus.

· Work as a liaison between Investment Operations, Financial Planning, Trading, Accounting and the Investment team to coordinate client related projects.

· Develop understanding of asset allocation, portfolio reviews, financial planning, basic trust and estate concepts and identification of wealth planning opportunities.

· Serve as a leader and teacher for Advisory Analyst Team.

Qualifications (Skills – technical and non-technical):

· Strong attention to detail, organization, and communication skills

· Bachelor of Science Degree in Finance, Business, or related field.

· Must have extensive knowledge of Word, Excel, PowerPoint.

· 3+ years’ experience in Wealth Management/Banking in a client service position, preferred.

· Series 65 or equivalent required. 

· Financial planning experience preferred.