Financial Planning & Investment Advisor

Colonial Group; Aiken (SC); Presencial; USD 60.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid Paternal Leave

Generous Paid Time Off

$2,000 referral bonus

Professional Development Assistance

Descripción de la vacante

Janney is seeking a Financial Advisor Team member to develop personalized financial plans, offer investment analysis and execute plans for existing and new client relationships.

The role emphasizes staying current on market conditions, collaborating with the FA Team, and delivering high-quality client service with ethical standards and professional growth opportunities including CFP in the future.

Formación

• Bachelor’s Degree and 5 years of relevant work experience in financial services preferred.
• Must hold Series 7, 63/65 or 66 and a life insurance license (or become life licensed in 6 months).
• Commitment to professional growth with the expectation to obtain the CFP designation in the future.
• Strong oral and written communication skills; detail oriented; time management; high ethical standards.

Responsabilidades

• Partner with the Financial Advisor Team to develop individualized financial plans.
• Provide investment analysis and advice; execute investment plans for client relationships.
• Identify client needs and coordinate investment, fiduciary and lending solutions; participate in client meetings as needed.

Conocimientos

Financial guidance

Initiative

Relationship building

Communication skills

Time management

Analytical thinking

Ethical standards

Educación

Bachelor’s Degree

Herramientas

Series 7

Series 63/65/66

Life license

Descripción del empleo

Janney is seeking a Financial Advisor Team member to develop personalized financial plans, offer investment analysis and execute plans for existing and new client relationships.

The role emphasizes staying current on market conditions, collaborating with the FA Team, and delivering high-quality client service with ethical standards and professional growth opportunities including CFP in the future.