Senior Associate Advisor

JFG Family Office; Arlington (VA); Vor Ort; USD 90.000 - 130.000; Vollzeit

Benefits dieser Stelle

Competitive compensation with bonus机会

Company-paid medical, dental, vision,

401(k) with employer match

Flexible time off

Company-paid parking or transit

Professional development and CE

Zusammenfassung

JFG Family Office in Arlington, VA is seeking a Senior Associate Advisor to join our client-facing team. You will work with Lead Advisors to develop planning recommendations, manage client relationships day-to-day, and drive disciplined execution across investments, planning, and family office matters.

You’ll own meeting prep, lead cross-functional coordination, and serve as the operating lead to ensure nothing falls through the cracks.

Qualifikationen

• 5+ years in wealth management, an RIA, family office, or similar advisory environment.
• Strong financial planning chops — ideally with CFP or CPWA certification
• Experience with UHNW or HNW clients
• Series 65 (or ability to obtain)
• Highly organized, discreet, and comfortable in a high-touch, complex client environment

Aufgaben

• Leading comprehensive financial planning analyses across cash flow, estate, tax, charitable, and investment topics
• Coordinating with attorneys, CPAs, trustees, and other outside professionals
• Owning client meeting prep — agendas, materials, notes, and follow-through
• Managing complex, multi-workstream projects across internal teams
• Mentoring Associate Advisors and contributing to team process improvements

Kenntnisse

Wealth management experience

CFP/CPWA certification

UHNW/HNW client experience

Series 65

Discretion & organization

Jobbeschreibung

Senior Associate Advisor | JFG Family Office | Arlington, VA

JFG Family Office is a privately owned RIA with more than 40 years of single-family office roots. We provide comprehensive wealth management and integrated family office services to high-net-worth and ultra-high-net-worth families — and we're looking for a Senior Associate Advisor to join our team.

This is a client-facing role. You'll work alongside Lead Advisors to develop planning recommendations, manage client relationships day-to-day, and drive disciplined execution across investments, planning, and family office matters. You'll own meeting prep, lead cross-functional coordination, and serve as the operating lead ensuring nothing falls through the cracks.

What you’ll be doing:

• Leading comprehensive financial planning analyses across cash flow, estate, tax, charitable, and investment topics
• Coordinating with attorneys, CPAs, trustees, and other outside professionals
• Owning client meeting prep — agendas, materials, notes, and follow-through
• Managing complex, multi-workstream projects across internal teams
• Mentoring Associate Advisors and contributing to team process improvements

What we’re looking for:

• 5+ years in wealth management, an RIA, family office, or similar advisory environment
• Strong financial planning chops — ideally with CFP or CPWA certification
• Experience with UHNW or HNW clients
• Series 65 (or ability to obtain)
• Highly organized, discreet, and comfortable in a high-touch, complex client environment

What JFG offers:

• Competitive compensation with bonus opportunities and deferred compensation
• Company-paid medical, dental, vision, and wellness benefits
• 401(k) with employer match
• Flexible time off
• Company-paid parking or transit benefits
• Professional development and continuing education support
• Real career growth — not just a title, but a path to senior advisory work
• Employee recognition programs and team-building events

If you're someone who takes ownership, communicates clearly, and wants to grow into a senior advisory role at a firm that takes long-term stewardship seriously — we'd love to hear from you.