GENERAL SUMMARY:
We are a Family Office and Wealth Management firm that originated as a private investment company
for our founding family. With over 40 years of experience as a single-family office, we have a deep
understanding of the responsibilities, complexities, and opportunities that accompany long-term success. Our clients benefit from the collective wisdom, networks, and shared experiences of the families who partner with JFG.
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 Advisor to actively manage client relationships.
• Support Advisor 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 both clients and outside advisors.
• Knowledge of financial planning software systems and client relationship management software
(CRM).
• 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.
*This job description does not include a complete listing of all the duties and functions of the position.
Management reserves the right to assign other duties or projects as necessary.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.
COMPENSATION
Base salary range: $80,000 - $120,000 annually
APPLICATION DEADLINE:
May 15, 2026
BENEFITS INFORMATION
• Potential to receive a performance based cash bonus based on several factors including the
profitability of the company, contributions by the employee to company performance and
defined roles, responsibilities, and expectations.
• Potential to receive a deferred compensation bonus which is invested in the JFG Internal Fund.
The bonus has a three year cliff vesting period. The JFG Internal Fund is also available on a
semi-annual basis for direct investment by the employee, their spouse, parents/in laws, and
children. The JFG internal fund invests in private capital opportunities that our clients invest in
as well.
• A full suite of health benefits is available through Justworks beginning on the first of the month
following employee’s start date.
• After 6 months of employment, employees become eligible for 401K. There is a 100% match on
the first 3% that an employee contributes, then a 50% match on the next 2%. In total, if an
employee contributes 5%, JFG will match 4%.
• If you refer a client to the firm you are eligible to receive 25% of the revenue from that client the
first year and 10% the remaining time they are a client and you are an employee of the firm.
• Health and wellness benefits are available through ThrivePass in the amount of $50/month.
• Annual Wishlist (gifts and/or experiences) items are given to employees on the anniversary of
their hire date.
• The Spear Award. This award is given on a quarterly basis. The recipient will receive their
choice of a Wishlist item.
• Flexible Time Off Policy.
• Paid Parking.
• JFG hosts multiple offsite cultural events for all employees.