Senior Associate Advisor
jfg family officeArlington (VA)
About the role
Senior 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.
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