Account Executive - Towson, MD

Janney-Montgomery-Scott-LLC; Towson (MD); On-site; USD 75,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Employee ownership program

Professional development assistance

Job summary

Janney-Montgomery-Scott-LLC seeks a seasoned financial planning professional to join the RCR Wealth Advisors team. You will develop individualized financial plans, provide investment guidance, and help execute plans for existing and new clients.

A leadership mindset is encouraged to elevate our financial planning services. The role requires 5+ years in financial planning/investment management, advanced knowledge of planning concepts, and proficiency with MoneyGuide.

Qualifications

• 5+ years of experience in financial planning/investment management.
• Ability to develop individualized financial plans and analyze investments.
• Leading complex planning topics and client meetings.

Responsibilities

• Act as lead resource in complex planning topics (tax mitigation, estate strategies, asset location).
• Participate in client meetings and deliver advice.
• Coordinate with team to gather and file planning information in MoneyGuide.

Skills

Detail oriented

Financial planning

Creative problem solving

Team collaboration

Ambition

Education

Series 7/63/65 (or 66)

CFP designation preferred

Tools

MoneyGuide

Job description

The RCR Wealth Advisors team is seeking a passionate individual to join our growing team. 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. They will need to be comfortable taking a leadership role as our team strives to take our financial planning services to the next level.

What you are good at:

• Detail Oriented & Driven– Thorough and rigorous attention to all details; Ability to manage multiple high-touch projects simultaneously with precision and accuracy; Takes initiative and ownership in all aspects of role from logistics to processes and is eager to learn
• Delivering Financial Guidance– Keep current on market conditions, firm research and available investment products and strategies. May use a financial planning approach during the delivery process. May act as a primary advisor for the accounts assigned to him/her by the FA Team.
• Financial Planning Expertise- Possesses deep knowledge of financial planning concepts and tools, with the ability to analyze client data and build customized, goal-based plans.
• Problem Solving & Critical Thinking –Thorough and resourceful problem solver with a solutions-based approach to every situation; Proactively takes on challenges with optimism and a helpful attitude

• Communication–Providing excellent verbal and written services to clients, including prompt, accurate, and timely attention to detail. Able to compose effective employee correspondence in accordance with established policies and procedures
• Team-Oriented: Must be comfortable collaborating with team members and other departments across the organization.

Responsibilities:

• Act as lead resource in complex planning topics such as tax mitigation, asset location, estate strategies, equity compensation, social security, distribution planning, charitable giving, etc.
• Participate in client meetings and deliver advice to clients
• Coordinate with other members of the team to make sure planning information is gathered, filed, and uploaded into MoneyGuide effectively.
• Serve as an expert in financial planning topics and trends. Stay current on tax law, estate regulations, and capital market trends
• Contribute to monthly financial planning marketing posts related to personal finance and financial planning.
• Provide clients with investment advice based on team guidelines and asset allocation strategies tailored to the risk profile and investment objectives of the client

What you have:

• Naturally curious to learn.
• Ability to remain organized and detail oriented in a busy work environment
• Ambition
• 5+ years of experience in financial planning/investment management

• Expert knowledge in financial planning topics, concepts, and strategies. For example, tax planning, retirement distribution planning, Medicare, social security, gifting, charitable planning, asset location, asset allocation, tax efficient investing.
• Demonstrate advanced analytical and problem-solving skills
• Strong interest in financial planning and investment management
• Advanced knowledge and hands on experience using financial planning software (Ideally MoneyGuide)
• Series 7, 63 and 65 (or 66) required.
• CFP designation preferred but not required.

The compensation package for this position consists of a base salary, (with eligibility for an annual bonus/commission if applicable) as well as eligibility to participate in all company benefits offered by Janney to full-time employees including health, dental, medical coverage, disability income protection, life insurance, PTO/vacation, holidays, 401(k), and Employee Ownership Program.The salary range for this position will be$75,000 to $150,000 with potential for 10-20% annual bonus.Total compensation packages at Janney are based on experience, skills, credentials, and geographical location, of each specific candidate.

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, Employee Ownership, 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. Fostering a positive workplace experience remains a top priority. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.