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Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

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Create Account to manage your assets on the Jefferson National Account Management website.

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Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close

Our Culture

Preparing for Mastery Video Modal
Jefferson National - Preparing for Mastery

JeffNat has a culture of collaboration driven by a shared passion for our mission. We believe in helping RIAs and fee-based advisors create wealth for their clients. Fresh perspectives are valued from executives, managers, and employees alike. Measured risks are worth taking. A job well done is recognized and rewarded. While continually growing, we strive to retain our culture comprised of team work, entrepreneurial spirit, harmony of working hard and playing hard, and JeffNat family. Striking the balance between creativity and concrete results is what makes JeffNat's culture engaging. Important changes are coming in financial services. We will continue to be recognized for the innovation and disruption that is driving these changes.

Jefferson National Corporate Headquarters in Louisville, KY
The JeffNat Hall of Fame
Jefferson National - Preparing for Mastery
The Advisor Support Desk at Jefferson National
The Advisor Support Desk in Action at Jefferson National
The Break Room at Jefferson National
Members of the JeffNat Team at the Annual Offsite Retreat
Jefferson National CEO Mitch Caplan in the Dunking Booth at the Summer Picnic
JNF Territory Consultants at a Conference
Members of the JeffNat Team Celebrating at the Derby Party
The Lobby at Jefferson National's Corporate HQ
Members of the JeffNat Team at the Annual Offsite Retreat
JNF Employees at a Conference
Members of the JNF Advisor Support Desk Team Supporting Habitat for Humanity
The JeffNat Championship Kickball Team
Participants in the JeffNat Halloween Party

Job Listings

The Project Manager - Strategy will be responsible for assisting the Vice President, Project Engineer on various projects for the organization.  This position will assist in all aspects of the project lifecycle from developing detailed plans, schedules and budgets to documenting and presenting final project results to upper management.  The candidate must have an in-depth understanding of the project management process and be able to effectively communicate project status, issues and resolutions.

Date Posted: March 31, 2017

The Client Relationship Manager will be responsible for managing new institutional client relationships and working closely with the Business Development, Marketing and Sales teams to ensure JNF’s institutional clients have an excellent customer experience.  The Manager will work directly with these new clients to define processes and procedures while also working closely with the Client Services Manager to implement training.  Other responsibilities will include managing projects and working with IT staff to define business requirements and project deliverables as well as assisting the product development team to implement new products and provide on-going training to the Operations team.  This position reports directly to the Vice President of Operations.

The Senior Web Developer will be responsible for the development and implementation of web applications for Jefferson National’s internal and external clients.  This position will also architect websites, design data-driven applications and find efficient client-server solutions.  The candidate must have an in-depth understanding of the software development lifecycle and be able to communicate project status, issues and resolutions.

Date Posted: March 03, 2017

As a member of Jefferson National’s top-performing sales team, the Territory Consultant will be responsible for sales support of JNF’s groundbreaking investment platform.  This will involve market research, lead qualification and relationship-building with RIAs and fee-based financial advisors.  This is an outstanding opportunity for an energetic, self-motivated individual looking to start a career in financial services and wealth management.  With provided experience and training, the Territory Consultant will be on a career track to becoming a Territory Manager.

 

With Jefferson National, your desire to learn the financial services industry and ability to grow can lead to financial success and the added reward of working for a value-driven company that succeeds by helping others.  We offer one-on-one mentorships and a solid training program to support your skills development.  You will also obtain your FINRA Series 6 and 63 securities licenses as well as your KY state life insurance license as part of our company-paid training program. 

Date Posted: March 03, 2017

The Marketing Manager will support Jefferson National’s external marketing efforts with key fee-based partners to develop marketing plans that drive awareness and usage of our platform and products.  The Marketing Manager will manage online and traditional marketing programs including overall strategy, deployment of marketing campaigns, creative elements including copy writing, and content management through cross-functional teams of internal and external vendors. The Marketing Manager will also seek to cultivate deeper relationships with key partners and uncover opportunities for expanded reach with fee-based advisors. 

Date Posted: March 03, 2017

See the Power of JeffNat

Best Places to Work

2014 - Best Places to Work in KY

Benefits

In addition to a competitive base salary we also offer:

  • Annual Bonus based on Company and Individual Performance
  • Medical, Dental & Vision Insurance
  • Life and AD&D Insurance
  • Long Term & Short Term Disability
  • Flexible Spending Accounts & Health Savings Accounts
  • Paid Time Off
  • 401(k) Plan with Company Match
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