Financial Planning Specialist & Client Advisor

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

Benefits offered by this job

Health insurance

Dental insurance

Medical coverage

Disability income protection

Life insurance

PTO/vacation

Holidays

401(k)

Employee Ownership Program

Job summary

Janney Montgomery Scott LLC invites a seasoned Financial Planning professional to join the RCR Wealth Advisors team in Towson, MD. You will drive personalized financial plans, deliver investment guidance, and lead complex planning topics with senior support from a FA team.

The role emphasizes client meetings, data analysis, and ongoing market/theory updates, with emphasis on adverse planning outcomes, and an opportunity for base salary plus bonus.

Qualifications

• 5+ years of experience in financial planning/investment management.
• Expert knowledge in financial planning topics, concepts, and strategies.
• Advanced analytical and problem‑solving skills.

Responsibilities

• Act as lead resource in complex planning topics such as tax mitigation and estate strategies.
• Participate in client meetings and deliver advice to clients.
• Coordinate with team to gather and file planning information in MoneyGuide.
• Stay current on tax law, estate regulations and capital market trends.
• Contribute to monthly financial planning marketing posts.
• Provide investment advice based on team guidelines and asset allocation.

Skills

Detail Oriented

Delivering Financial Guidance

Financial Planning Expertise

Problem Solving

Communication

Team-Oriented

Education

Series 7, 63 and 65 (or 66) required

CFP designation preferred

Tools

MoneyGuide

Job description

Janney Montgomery Scott LLC invites a seasoned Financial Planning professional to join the RCR Wealth Advisors team in Towson, MD. You will drive personalized financial plans, deliver investment guidance, and lead complex planning topics with senior support from a FA team.

The role emphasizes client meetings, data analysis, and ongoing market/theory updates, with emphasis on adverse planning outcomes, and an opportunity for base salary plus bonus.