Financial Planning Advisor — Client Growth & Investments

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

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.