What You'll Do- Build and deepen client relationships through comprehensive financial guidance planning, onboarding, proactive communication, and high-touch service.
- Through intentional listening and understanding the clients story and objectives, you will provide tailored solutions for your client's financial independence, legacy, charitable and estate planning.
- Commitment to providing
- Provide comprehensive solutions on investment management, tax and estate planning, exclusive cash management and financing options allowing clients to make informed decisions.
- Partner with internal teams to open, close, and maintain accounts, including asset and cash transfers.
- Coordinate complex financial solutions while maintaining accurate documentation and client records.
- Work with integrity. Manage risk by following policies, regulatory requirements, and sound judgment.
How You'll Grow Relationships- Drive relationship development through prospecting, planning, client acquisition, and long-term growth.
- Call on prospects, target segments, centers of influence, and referral sources to generate new business.
- Use JFG solutions, needs assessments, and tailored recommendations to connect clients with the right partners and opportunities.
- Strengthen client retention through trusted advice, exceptional service, sound judgment, and creative solutions.
- Support full-service financial transactions and represent JFG through meaningful community and industry involvement.
Collaboration, Referrals and Team Partnership- Understand JFG solutions and identify opportunities to connect clients with the right partners.
- Build strong internal relationships across lines of business to support referrals and a connected client experience.
- Meet or exceed referral goals through trusted partnerships and proactive follow-through.
What We're Looking For- Bachelor's degree and 5+ years of experience working with clients in a financial planning setting; a combination of appropriate education and experience will be considered.
- Demonstrated expertise in sales, networking, negotiation, business acumen, and execution.
- Strong knowledge of investment management, financial planning, and client relationship development.
- Series 65/66 or IA equivalent required; CFP, ChFC, CPA, or other industry-specific professional designations are highly desired.
- A relationship-first mindset, collaborative working style, and desire to make a local impact through trusted advice and community connection.
Come as you are.Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the
Diversity section of our career website.
