, interest, commissions, proportions, and percentages. Knowledge of Client Relationship Management ("CRM") software systems... of financial planning process and be familiar with wealth management services. Must be able to use Schwab, Fidelity, etc. software...
JFS WEALTH ADVISORS LLCwhich support the mission of JFS Wealth Advisors. Supervisory Responsibilities: Assists in coaching and mentoring Associate... planning related issues for high-net-worth clients. Responsible for assisting advisors in meeting client needs by researching...
JFS WEALTH ADVISORS LLC