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About the Role
Responsible for working alongside a Financial Advisor Team to develop individualized financial plans, assist with providing investment-related analysis and advice, and execute investment plans for existing and new client relationships. This individual must be knowledgeable of and comply with all firm and regulatory agency rules and regulations.
Responsibilities
- Keep current on market conditions, firm research, and available investment products and strategies.
- May use a financial planning approach during the sales and delivery process.
- May act as a primary advisor for accounts assigned by the FA Team.
- Assist the FA Team to implement a defined asset allocation and investment strategy.
- Offer investment ideas and advice beyond investments based on firm resources, team guidelines, and asset allocation strategies tailored to risk profiles and investment objectives.
- Implement a client service strategy within the FA Team’s guidelines to ensure high-quality client service.
- Meet with and profile existing and new client relationships to identify investment and lending needs.
- Coordinate the delivery of investment, fiduciary, and lending solutions to satisfy client needs (e.g., retirement and estate planning, funding for college, and general investment options).
- May participate in client meetings to assist in bringing additional assets and strengthening relationships.
Requirements
- Bachelor’s Degree and 5 years of relevant work experience in financial services preferred.
- Series 7, 63/65 or 66 and a life insurance license (or become life licensed in 6 months).
- CFP or other similar financial industry-related designation preferred.
- Strong oral and written communication skills.
- Detail oriented.
- Ability to manage own time to support team goals.
- Ability to work in a fast-paced, deadline-oriented environment.
- Critical thinking skills.
- High ethical standards.
Skills
- Financial Guidance
- Investment Analysis
- Investment Planning
- Asset Allocation
- Client Service
- Relationship Building
- Communication Skills
- Time Management
- Critical Thinking
Experience Level
- 5 years of relevant work experience in financial services preferred
Education Level
- Bachelor’s Degree
- CFP or other similar financial industry-related designation preferred
Salary/Compensations
- $80,000 to $90,000
Benefits
- Paid Parental Leave
- Generous Paid Time Off
- Eligibility for a $2,000 referral bonus
- Professional Development Assistance Plan
- Health, dental, medical coverage
- Disability income protection
- Life insurance
- PTO/vacation
- Holidays
- 401(k)
About the Company
- Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments.
- We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.
- People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.
Equal Opportunity
- Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.