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 Management 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.
Primary Responsibilities
- Maintain Tamarac Advisor Rebalancing
- Maintain client accounts, including model assignments, restrictions, and cash reserves.
- Prepare and input trade orders according to portfolio guidelines.
- Regularly review security settings and restrictions.
- Run and monitor saved searches within Tamarac.
- Execute and reconcile trades across multiple custodians
- Accurately process daily trade ledgers to custodians.
- Review trades, identify discrepancies or items requiring additional review, and coordinate with advisors and client service teams to resolve questions.
- Support the Investment Committee and Chief Investment Officer
- Provide operational and administrative support as needed.
- Research and gather investment-related data, prepare presentations, and generate reports.
- Collaborate with internal teams
- Work closely with trading, asset management, financial planning, and investment teams to ensure efficient workflows and resolve operational issues.
- Maintain knowledge of the firm’s compliance and operational policies and procedures.
- Assist with process improvements and special projects as assigned.
Qualifications
- Bachelor’s degree in Business, Finance, or a related field, or equivalent education.
- 3+ years of relevant experience within financial services, preferably in the RIA industry. Recent college graduates may also be considered if their education and experience align with the position.
- Working knowledge of asset allocation and portfolio construction.
- Experience with portfolio rebalancing software and trading platforms preferred.
- Experience with Tamarac Advisor Rebalancing, Tamarac Advisor View, and Practifi CRM preferred.
- Familiarity with Schwab and Fidelity custodial platforms preferred.
- Experience with Morningstar Advisor Suite and/or vCharts preferred.
- Industry designations or licenses are a plus.
- Proficiency in Microsoft Office and ability to learn new investment-related software.
- Strong analytical and problem-solving skills, including the ability to identify tax and investment-related issues within portfolios.
- Excellent communication, organizational, and time management skills, with strong attention to detail.
- Ability to prioritize tasks, meet daily deadlines, and work effectively in a team-oriented environment.
- Commitment to professionalism, client service, and maintaining confidentiality of sensitive financial information.
- Ability to work occasional overtime and travel to client locations as needed.
Physical Requirements
- Ability to sit at a desk and work on a computer for prolonged periods.
- Ability to stand, walk, and perform routine office tasks.
- Ability to lift up to 10 pounds as needed.
Compensation and Benefits
This position is an exempt position. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual incentive bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.
JFS Wealth Advisors is part of the Focus Financial Partners’ network firm community. As part of the partnership, JFS Wealth Advisors remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment.
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About Focus Financial Partners
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].
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Skills Required
- Bachelor's degree in Business, Finance, or a related field, or equivalent education
- 3 or more years of relevant financial services experience, preferably in the RIA industry; aligned recent graduates may be considered
- Working knowledge of asset allocation and portfolio construction
- Strong analytical and problem-solving skills, including identifying tax and investment-related portfolio issues
- Excellent communication, organizational, time management, and attention-to-detail skills
- Ability to prioritize tasks, meet daily deadlines, and work effectively in a team environment
- Commitment to professionalism, client service, and confidentiality of sensitive financial information
- Proficiency with Microsoft Office and ability to learn new investment-related software
- Experience with portfolio rebalancing software and trading platforms
- Experience with Tamarac Advisor Rebalancing, Tamarac Advisor View, and Practifi CRM
- Familiarity with Schwab and Fidelity custodial platforms
- Experience with Morningstar Advisor Suite and/or vCharts
- Industry designations or licenses
- Ability to work occasional overtime and travel to client locations as needed
Focus Financial Partners Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Focus Financial Partners and has not been reviewed or approved by Focus Financial Partners.
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Healthcare Strength — Core medical, dental, and vision coverage, along with life insurance and wellness programs, are consistently listed across public materials. Health plans are also described as affordable in some roles and affiliates.
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Parental & Family Support — Generous paid parental leave is highlighted in third‑party listings and at least one partner site, with examples of 6–14 weeks at full pay in that entity. Availability is noted to vary by affiliate and role.
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Fair & Transparent Compensation — Pay is often characterized as fair for the job in many roles, and public postings provide clear salary ranges that set expectations. Compensation in several units is described as competitive even as experiences differ by affiliate.
Focus Financial Partners Insights
What We Do
Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides unrivaled access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives. For more information about Focus Financial Partners, please visit www.focusfinancialpartners.com.
