Regional Wealth Management Consultant

Janney Montgomery Scott LLC; Philadelphia (Philadelphia County); Hybrid; USD 65,000 - 125,000; Full time

Job summary

An established industry player seeks a Regional Wealth Management Consultant to support financial advisors and enhance client experiences. This dynamic role involves significant travel and collaboration across various teams to drive the growth of advisory services and alternative investments. With a commitment to employee development and a diverse workplace, this firm offers a supportive environment where you can thrive professionally. Join a team that values initiative and relationship-building to make a meaningful impact in the financial services sector.

Benefits

Paid Parental Leave

Generous Paid Time Off

Employee Ownership

Professional Development Assistance Plan

Referral Bonus

Qualifications

• 7-10 years of experience in Advisory/Managed Accounts.
• Strong communication skills and ability to work independently.

Responsibilities

• Travel to develop relationships with FAs and Branch Managers.
• Provide education on Advisory solutions and coordinate with experts.

Skills

Advisory/Managed Accounts/Alternatives knowledge

Client Service

Relationship Management

Initiative

Education

Bachelor’s degree in Finance

Job description

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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.

The Regional/External Wealth Management Consultant, is responsible for supporting Janney Financial Advisors, Branch Managers and Regional Managers to educate and support the growth of our Advisory, proprietary, HNW and Alternatives platform along with coordination across all of Wealth Management verticals. Travel of 40-50% is expected, reporting to the Director of Wealth Management Consulting. This role will serve as a point person across a Janney region for sales and consulting of all WM offerings with daily interactions with all Advisors and home office employees across the firm.

Skills

• Advisory/Managed Accounts/Alternatives knowledge – experience of Advisory fee-based programs and platforms as well as Alternative Investments
• Initiative - identifying ways to improve the Advisory Advisor and Client experience
• Client Service – keeping the needs of Advisors and teams, front of mind
• Relationship Management - coordinating with various individuals across the firm
  
  

Responsibilities

• Travel within designated territory to develop collaborative and influential relationship with FAs, Branch and Regional Managers regarding the Firm’s top priorities and goals
• Provide education in branches on Advisory, proprietary solutions, HNW and Alternatives and serve as a liaison for all Wealth Management subject matter experts across all WM verticals
• Work closely with the Internal Advisory Consultants to provide superior proactive service and create continuity between branch visits
• Partner closely with Advisory programs to assist in training, education and growth of Alternative Investments Platform.
• Drive Advisory, Alternative Investments, HNW and JCM Adoption
• Continue the on-going effort of demoing/educating/supporting the technology improvements delivered from home office
• Assist in testing newly on-going technology efforts delivered by Advisory and coordinate with team on defects/bugs
• Ensure team coordinates with WM SME’s for Insurance, Alternatives, Retirement, Lending, Planning for branch travel
• Continue to receive feedback from Advisors and provide commentary to Advisory technology for continuous development and WM Research on Investment Product roster
• Help guide Advisors to leverage Advisory Investment Products for portfolio construction
• Provide bi-weekly reporting to Director of Wealth Management Consulting
• Track opportunities to move to Advisory including prospects from PCT to a follow-up call
• Identify brokerage conversions to help externals drive assets
• Identify ways to proactively engage with our Advisors
  
  

Qualifications

• Bachelor’s degree in Finance
• Minimum of 7-10 years of Advisory/Managed Accounts background
• Understand the operational and regulatory needs of Investment and complex products
• Ability to work in a self-directed manner with high level of initiative, attention to detail, ability to multi-task & prioritize and provide superior customer service to our Advisors
• Proven written and oral communication skills and the ability to communicate effectively with a wide variety of audiences
• Excellent interpersonal skills with the ability to establish and maintain relationships at all organizational levels
• Hybrid role with the ability to travel 40-60% of time
  
  

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.

We’ve earned the Great Place to Work certification, which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.

Janney is dedicated to promoting and supporting diversity within our workplace. We provide an environment that promotes respect, integrity, teamwork, achievement and acceptance regardless of age, disability, education, gender, gender expression, gender identity, job level, marital status, military status, national origin, parental status, pregnancy, race, religion, sexual orientation, socioeconomic status, or other protected factors. Janney is committed to equal employment opportunities and providing reasonable accommodations to applicants with physical and/or mental disabilities.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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