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About the Role

The Organic Growth Consultant acts as the primary point of contact for advisors and branch leaders, driving growth opportunities through relationship building, strategic planning, and execution of initiatives. This field-based role requires frequent travel to branches within the assigned region.

Responsibilities

Live in the assigned region and travel frequently to branches to work directly with advisors and branch leaders on driving growth outcomes.
Build trusted, ongoing relationships across the region and serve as the advisor's primary point of contact and quarterback for growth.
Review advisor books, surface the highest-value opportunities, and help advisors set growth goals and build a clear, actionable plan.
Own and execute core growth work end to end — including on-site quick wins such as client segmentation, pricing discussions, and opportunity entry in Salesforce when appropriate.
Personally drive opportunities from identification through execution and conversion, engaging specialists only when depth or specialized work is required.
Route advisors to the right firm resources and coordinate end-to-end support and growth strategies across the organization.
Serve as the ongoing relationship owner — following up, holding advisors accountable to commitments, and keeping momentum on the plan.
Maintain a working knowledge of the firm's growth programs, planning, advisory, and technology resources, and connect advisors to the appropriate partner or specialist.
Use opportunity reports, book reviews, and analytics from Revenue Operations to proactively target the advisors and branches with the greatest potential.
Represent the voice of the advisor back to the organization, informing programs, tools, and best practices.

Requirements

Demonstrated ability to influence and sell — building credibility with advisors and moving them to action without direct authority.
Willingness and ability to live in the assigned region and travel frequently to branches.
Organized, self-directed, and results-oriented, with the ability to manage many advisor relationships and opportunities at once.
Comfort with data, CRM tools (e.g., Salesforce), and translating analytics into practical advisor action.

Skills

Building Relationships
Organization
Educating
Team Oriented
Wealth management business knowledge
Relationship-management skills
Sales
Business development
Practice growth

Location

Assigned region

Work Type

Field-based
Full-time

Experience Level

Five or more years of experience

Education Level

Bachelor's degree required

Salary/Compensations

$120,000- $140,000 base salary

Benefits

Paid Parental Leave
Generous Paid Time Off
Eligibility for a $2,000 referral bonus
Professional Development Assistance Plan
Health coverage
Dental coverage
Medical coverage
Disability income protection
Life insurance
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.
Janney is committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.
Attracting, hiring, and retaining diverse talent is a priority for the firm.
We succeed because of the people who choose to work here; the depth of their skills, experiences, diversity of thoughts and backgrounds.

Equal Opportunity

Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.