Financial Advisor Associate

Janney Montgomery Scott LLC; Pittsburgh (Allegheny County); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Paid Parental Leave

Generous Paid Time Off

Professional Development Assistance Plan

Job summary

Janney Montgomery Scott LLC is seeking a Financial Advisor for their Pittsburgh office. In this role, you will develop client relationships, provide tailored investment strategies, and coordinate financial product delivery. Ideal candidates will possess relevant licenses and a strong educational background in business.

The position offers a competitive benefits package including Paid Parental Leave, a referral bonus, and professional development assistance.

Qualifications

• Series 7; 63 and 65, or 66 and life and health licenses required.
• Experience in financial services preferred.

Responsibilities

• Develop client list for which he/she will be the primary relationship officer.
• Profile clients to recommend financial options based on objectives and risk tolerance.
• Coordinate the purchase and delivery of investment products based on clients’ goals.

Skills

Strong written and oral communication skills

Critical thinking skills

Ability to work in a fast-paced, deadline driven environment

Education

Undergraduate Degree with an emphasis on business and communications

Tools

Financial analysis tools

Job description

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.

Responsibilities

• Develop client list for which he/she will be the primary relationship officer
• Work collaboratively with management, an FA or FA team to further industry knowledge and to identify financial options and formulate investment strategies for clients
• Meet with current or prospective clients to collect and discuss financial information and objectives
• Profile clients to identify investment objectives and risk tolerance and use knowledge of investments, taxes, and insurance to recommend financial options to individuals in accordance with each individual’s short-term and long-term goals (e.g., retirement and estate planning, funding for college, and general investment options)
• Offer investment ideas based on firm research and asset allocation strategies tailored to the risk profile and investment objectives of his/her clients
• Provide asset allocation advice and build an investment plan to meet clients’ investment objectives that includes fee‑based/managed products as well as individual equities and bonds
• Work with Janney Wealth Management to develop new investment solutions in response to client demands and industry trends
• Participate in client meetings with senior FAs to assist in bringing additional assets and strengthening relationships
• Continue to develop knowledge of financial products and markets and the regulatory landscape
• Develop business plans focusing on asset growth and increased revenue
• Coordinate the purchase and delivery of investment products that are consistent with clients’ financial goals

Requirements and Qualifications

• Series 7; 63 and 65, or 66 and life and health licenses
• Undergraduate Degree with an emphasis on business and communications preferred
• Ability to work in a fast-paced, deadline driven environment
• Strong written and oral communication skills required
• Critical thinking skills
• High ethical standards

This position will work out of both the Pittsburgh, PA and New Castle, PA offices.

Benefits

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.

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