Portfolio Trading Specialist

JFS Wealth Advisors began as a one-man operation in Hermitage, PA, in 1986 by Robert C. Jazwinski, CPA/PFS, CFP®. In over four decades since, we’ve grown to nearly 100 professionals and nine office locations, serving clients in more than 40 states. Our mission is to guide our clients to independence and peace of mind. We do this by assisting them in meeting life’s challenges and thriving financially. We want to be the most respected, prominent wealth management services firm in our region, recognized by our employees, clients, and the public.

JFS Wealth Advisors is looking for a Portfolio Trading Specialist to provide operational support to the trading team, Investment Committee, and Chief Investment Officer. This individual will be responsible for rebalancing client accounts within the firm’s portfolio management system, Tamarac Advisor Rebalancing, executing and reconciling trades, and supporting the firm’s investment services and asset management teams.

This position is hybrid for the first 90 days, followed by a schedule of three days in the office and two days remote.