Wealth Planning Advisor - Client Growth

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

Benefits offered by this job

Health insurance

Paid time off

Employee ownership program

Professional development assistance

Job summary

Janney-Montgomery-Scott-LLC seeks a seasoned financial planning professional to join the RCR Wealth Advisors team. You will develop individualized financial plans, provide investment guidance, and help execute plans for existing and new clients.

A leadership mindset is encouraged to elevate our financial planning services. The role requires 5+ years in financial planning/investment management, advanced knowledge of planning concepts, and proficiency with MoneyGuide.

Qualifications

• 5+ years of experience in financial planning/investment management.
• Ability to develop individualized financial plans and analyze investments.
• Leading complex planning topics and client meetings.

Responsibilities

• Act as lead resource in complex planning topics (tax mitigation, estate strategies, asset location).
• Participate in client meetings and deliver advice.
• Coordinate with team to gather and file planning information in MoneyGuide.

Skills

Detail oriented

Financial planning

Creative problem solving

Team collaboration

Ambition

Education

Series 7/63/65 (or 66)

CFP designation preferred

Tools

MoneyGuide

Job description

Janney-Montgomery-Scott-LLC seeks a seasoned financial planning professional to join the RCR Wealth Advisors team. You will develop individualized financial plans, provide investment guidance, and help execute plans for existing and new clients.

A leadership mindset is encouraged to elevate our financial planning services. The role requires 5+ years in financial planning/investment management, advanced knowledge of planning concepts, and proficiency with MoneyGuide.