Senior Associate Advisor

JFG Family Office; Arlington (VA); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Bonus opportunities

Deferred compensation

Medical and wellness benefits

Health plans

401(k) match

Flexible time off

Commuter benefits

Professional development

Career growth

Job summary

JFG Family Office in Arlington, VA seeks a Senior Associate Advisor to join the advisory team as a client-facing lead, analyzing client circumstances, developing planning recommendations, and driving disciplined execution with the Lead Advisor.

The role requires strong financial planning expertise, project management, and the ability to coordinate across clients, advisors, internal teams, and outside professionals.

Qualifications

• Bachelor’s degree in finance, financial planning, economics, accounting, business, or a related field.
• 5+ years of experience in wealth management, financial planning, private banking, an RIA, trust company, multi-family office, single-family office, or a related advisory environment.
• Meaningful experience supporting high-net-worth or ultra-high-net-worth client relationships.
• Experience coordinating with outside professionals, including CPAs, estate attorneys, trustees, and insurance advisors.
• Series 65 license or applicable equivalent required, or the ability to obtain the required registration within a specified timeframe.

Responsibilities

• Partner with Lead Advisors to support all aspects of the client relationship lifecycle, including prospect engagement, onboarding, ongoing relationship management, planning reviews, implementation, and follow-up.
• Serve as a knowledgeable and responsive point of coordination for assigned client relationships.
• Maintain a deep understanding of each client’s goals, family dynamics, communication preferences, planning priorities, liquidity needs, estate structure, philanthropic interests, and service expectations.
• Anticipate client needs, identify open items, and ensure follow-through across all relationship priorities.
• Maintain complete and accurate client records, workflows, communications, and documentation within the firm’s CRM and technology systems.

Education

Bachelor’s degree in finance, financial planning, economics, accounting, business, or a related field

Job description

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, CO, with offices in Dallas, TX, and Arlington, VA, JFG is committed to creating better alignment, service, and 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:

The Senior Associate Advisor plays a critical client-facing role on the advisory team, analyzing client circumstances, developing planning recommendations, and leading the disciplined execution of client strategies in partnership with the Lead Advisor. Independently evaluate alternative planning approaches, identify material risks and trade-offs, and formulate recommendations for consideration by Lead Advisors and clients.

The Lead Advisor owns the overall client relationship, strategic direction, and final recommendations. The Senior Associate Advisor serves as the operating lead for the client relationship, ensuring that client priorities, planning needs, internal deliverables, and follow-up items are clearly organized, thoughtfully managed, and completed with discipline.

This role requires strong financial planning expertise, excellent project management skills, sound judgment, and the ability to coordinate across clients, advisors, internal teams, and outside professionals. The right candidate is highly organized, detail-oriented, discreet, intellectually curious, and comfortable working in a high-touch family office environment.

The ideal candidate has meaningful experience supporting high-net-worth or ultra-high-net-worth families and is capable of growing into a senior advisory role over time.

We seek team members who:

• Demonstrate the highest standards of ethics, integrity, and professionalism.
• Take ownership of their responsibilities and accountability for outcomes.
• Value collaboration, knowledge sharing, and continuous learning.
• Approach challenges with intellectual curiosity and a solutions-oriented mindset.
• Remain committed to delivering an exceptional client experience.

PRIMARY DUTIES AND RESPONSIBILITIES

Client Relationship Management

• Partner with Lead Advisors to support all aspects of the client relationship lifecycle, including prospect engagement, onboarding, ongoing relationship management, planning reviews, implementation, and follow-up.
• Serve as a knowledgeable and responsive point of coordination for assigned client relationships.
• Maintain a deep understanding of each client’s goals, family dynamics, communication preferences, planning priorities, liquidity needs, estate structure, philanthropic interests, and service expectations.
• Anticipate client needs, identify open items, and ensure follow-through across all relationship priorities.
• Maintain complete and accurate client records, workflows, communications, and documentation within the firm’s CRM and technology systems.

Financial Planning and Wealth Strategy

• Lead or materially contribute to the development, review, and ongoing maintenance of comprehensive financial planning analyses.
• Analyze planning topics including cash flow, liquidity, retirement projections, estate planning, wealth transfer, charitable planning, insurance, concentrated assets, tax-aware strategies, and education funding.
• Review and summarize estate documents, tax returns, insurance policies, balance sheets, net worth statements, cash flow reports, and other client financial information.
• Translate complex planning concepts into clear, client-ready summaries, exhibits, and recommendations for Lead Advisor review.
• Partner with Lead Advisors to identify planning opportunities and coordinate implementation.

Meeting Preparation and Follow-Through

• Own the preparation process for recurring client meetings, including agendas, planning updates, portfolio review materials, action item summaries, and supporting exhibits.
• Prepare Lead Advisors to enter client meetings informed, organized, and focused on higher-level relationship and strategy conversations.
• Attend client meetings, capture clear notes, document decisions, identify follow-up items, assign owners, and manage action items through completion.
• Ensure all client materials are accurate, polished, and aligned with the purpose of the meeting.

Project Management and Cross-Functional Coordination

• Act as the central coordinator for client-related projects that require input from Advisory, Investment Operations, Financial Planning, Trading, Accounting, Investments, and other internal teams.
• Manage timelines, owners, dependencies, and deliverables for planning projects, onboarding workstreams, investment implementation, liquidity reviews, trust and estate coordination, and charitable planning.
• Identify bottlenecks, clarify ownership, elevate issues appropriately, and keep work moving forward.
• Improve internal processes, templates, checklists, meeting preparation workflows, and documentation standards.

Client and Professional Coordination

• Serve as a liaison among clients, advisors, internal teams, and outside professionals, including attorneys, accountants, trustees, insurance advisors, and other centers of influence.
• Facilitate communication, gather and analyze information, and coordinate activities that support client planning and decision-making.
• Exercise discretion and sound judgment when working with sensitive family, financial, estate, and personal information.

Investment and Portfolio Coordination

• Support Lead Advisors in preparing portfolio review materials, asset allocation summaries, liquidity analyses, capital call planning, investment implementation items, and performance review materials.
• Coordinate with investment operations, trading, reporting, and investment teams to ensure client portfolio actions are completed accurately and documented appropriately.
• Connect planning recommendations with portfolio implications, including liquidity needs, tax considerations, charitable giving, estate structures, and cash flow planning.
• Develop and maintain a strong understanding of JFG’s investment philosophy, public markets implementation, private capital program, liquidity management approach, and reporting process.

Leadership and Team Development

• Serve as a senior resource to Associate Advisors, Advisory Analysts, and client service team members.
• Support training and development by sharing best practices around meeting preparation, financial planning analysis, CRM discipline, client follow-up, and project management.
• Demonstrate leadership through ownership, reliability, collaboration, sound judgment, and a consistent commitment to excellence.
• Contribute to a culture of continuous improvement, accountability, and exceptional client service.

QUALIFICATIONS

Education and Experience

• Bachelor’s degree in finance, financial planning, economics, accounting, business, or a related field.
• 5+ years of experience in wealth management, financial planning, private banking, an RIA, trust company, multi-family office, single-family office, or a related advisory environment.
• Meaningful experience supporting high-net-worth or ultra-high-net-worth client relationships.
• Strong working knowledge of financial planning concepts and demonstrated experience preparing, reviewing, or presenting comprehensive financial planning analyses.
• Experience coordinating with outside professionals, including CPAs, estate attorneys, trustees, and insurance advisors.
• Experience participating in client meetings and communicating directly with clients and professional advisors.

Preferred Qualifications

• CFP or CPWA certification strongly preferred.
• CPA, CFA, JD, MBA, or other advanced credential is a plus.
• Experience in a family office or UHNW advisory environment strongly preferred.
• Experience reviewing estate planning documents, tax returns, insurance policies, and trust structures.
• Experience with financial planning software.
• Experience with CRM and portfolio reporting systems.
• Experience responsibly using large language model tools, such as ChatGPT or Claude.
• Experience mentoring junior team members or improving advisory team processes.

Licenses

• Series 65 license or applicable equivalent required, or the ability to obtain the required registration within a specified timeframe.

*This job description provides a general summary of the position’s primary responsibilities and requirements and is not intended to include a complete listing of all duties and functions. Management reserves the right to modify responsibilities or assign additional duties and projects as necessary.

COMPENSATION

Base salary range: $120,000 - $150,000

APPLICATION DEADLINE:

09/21/2026

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