Account Executive - Blue Bell, PA

Janney-Montgomery-Scott-LLC; Whitpain Township (PA); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Paid Parental Leave

Paid Time Off

Referral Bonus

Job summary

Janney-Montgomery-Scott-LLC seeks a capable professional to work alongside a Financial Advisor Team to develop personalized financial plans and provide investment analysis and advice for client relationships. This role supports compliance with firm and regulatory requirements and assists in executing investment plans.

You will engage with existing and new clients, identify investment and lending needs, and coordinate solutions while maintaining high ethical standards in a fast-paced environment.

Qualifications

• Bachelor’s degree required with 5 years of relevant experience in financial services.
• Licenses: Series 7, 63/65 or 66 and life insurance license (or ability to obtain) desired.
• Strong written and verbal communication skills; attention to detail.

Responsibilities

• Assist Financial Advisor Team in developing individualized financial plans.
• Provide investment-related analysis and advice to existing and new client relationships.
• Coordinate delivery of investment, fiduciary and lending solutions to meet client needs.

Skills

Financial Guidance

Initiative

Building Relationships

Education

Bachelor’s Degree

Tools

Licenses (Series 7/63/65/66) and Life Insurance

Job description

Responsible for working alongside a Financial Advisor Team to develop individualized financial plans, assist with providing investment related analysis and advice, as well as executing investment plans to existing and new client relationships. This individual must be knowledgeable of and comply with all rules and regulations of the firm as well as the various regulatory agencies.

What you are good at

• Financial Guidance – 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 the accounts assigned to him/her by the FA Team.
• Initiative -Assists the FA Team to implement a defined asset allocation and investment strategy. Offers investment ideas and advice beyond investments based on firm resources, team guidelines and asset allocation strategies tailored to risk profiles and investment objectives. Implements a client service strategy within the FA Team’s guidelines to ensure high quality client service.
• Building Relationships – Meets with and profile existing and new client relationships to identify investment and lending needs and coordinate the delivery of investment, fiduciary and lending solutions to satisfy those 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.

What you have

• 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 their own time to support the overall goals of the team.
• Ability to work in a fast-paced, deadline-oriented environment.
• Critical thinking skills.
• High ethical standards.

Why work for us?

Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.

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.