UHNW Wealth Planning & Client-Relations Associate

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 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.