Senior Associate Advisor

JFG Family Office is a privately owned, registered investment advisory firm that originated as a private investment company for our founding family. With more than 40 years of single-family office experience, we understand the responsibilities, complexities, and opportunities that accompany long-term success.

JFG provides comprehensive wealth management and integrated family office support to high-net-worth individuals and families. Our work is grounded in long-term stewardship, disciplined execution, and highly coordinated service across investments, planning, and family office matters. Through our collaborative team model, clients also benefit from the collective wisdom, networks, and shared experiences of the families who partner with JFG.

Headquartered in Denver, CO, with offices in Dallas, TX, and Arlington, VA, JFG is committed to creating better alignment, service, and outcomes for the families we serve. We seek thoughtful, disciplined, and collaborative professionals who exercise sound judgment, take ownership of their work, communicate clearly, and are motivated to contribute to a high-performing team serving clients with complex needs.

The Senior Associate Advisor plays a critical client-facing role on the advisory team, analyzing client circumstances, developing planning recommendations, and leading the disciplined execution of client strategies in partnership with the Lead Advisor. Independently evaluate alternative planning approaches, identify material risks and trade-offs, and formulate recommendations for consideration by Lead Advisors and clients.

The Lead Advisor owns the overall client relationship, strategic direction, and final recommendations. The Senior Associate Advisor serves as the operating lead for the client relationship, ensuring that client priorities, planning needs, internal deliverables, and follow-up items are clearly organized, thoughtfully managed, and completed with discipline.

This role requires strong financial planning expertise, excellent project management skills, sound judgment, and the ability to coordinate across clients, advisors, internal teams, and outside professionals. The right candidate is highly organized, detail-oriented, discreet, intellectually curious, and comfortable working in a high-touch family office environment.

The ideal candidate has meaningful experience supporting high-net-worth or ultra-high-net-worth families and is capable of growing into a senior advisory role over time.

We seek team members who:

• Demonstrate the highest standards of ethics, integrity, and professionalism.
• Take ownership of their responsibilities and accountability for outcomes.
• Value collaboration, knowledge sharing, and continuous learning.
• Approach challenges with intellectual curiosity and a solutions-oriented mindset.
• Remain committed to delivering an exceptional client experience.

• Partner with Lead Advisors to support all aspects of the client relationship lifecycle, including prospect engagement, onboarding, ongoing relationship management, planning reviews, implementation, and follow-up.
• Serve as a knowledgeable and responsive point of coordination for assigned client relationships.
• Maintain a deep understanding of each client’s goals, family dynamics, communication preferences, planning priorities, liquidity needs, estate structure, philanthropic interests, and service expectations.
• Anticipate client needs, identify open items, and ensure follow-through across all relationship priorities.
• Maintain complete and accurate client records, workflows, communications, and documentation within the firm’s CRM and technology systems.

• Lead or…