Senior Associate Advisor
jfg family officeArlington, VA
Senior Associate Advisor
L5
jfg family officeArlington, VAyesterday
Industries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesSenior Associate Advisor | JFG Family Office | Arlington, VAJFG 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.📩 Apply or reach out directly to learn more.
Apply now
Level
SeniorL5
Location
Arlington, VA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
To get sharper similar jobs, create your profile using the link below.