Wealth Planning Associate: Client-Focused Financial Planning

Janney Montgomery Scott LLC; Roanoke (VA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Paid Parental Leave

Generous Paid Time Off

Employee Ownership

Professional Development Assistance Plan

Job summary

A full-service financial services firm is seeking a Wealth Planning Associate in Roanoke, VA. Responsibilities include assisting Financial Advisors with client relationships and providing financial planning support. Required qualifications include a high school diploma, licensing, strong customer service skills, and proficiency in computer software. This is an entry-level, full-time position with various employee benefits and professional development opportunities.

Qualifications

• A high school diploma is necessary; a degree is a plus.
• Series 7, 63, and 65 licenses are mandatory.
• Strong customer service skills are required.
• Proficiency in relevant computer software is expected.

Responsibilities

• Assist Financial Advisors in client relationship management.
• Participate in client meetings and contribute to financial planning support.
• Provide excellent telephone service to clients.
• Organize and implement productivity-based campaigns.

Skills

Excellent customer service skills

Computer skills in Word, Excel, PowerPoint, Outlook, and financial planning software

Able to work effectively in a fast-paced, deadline-oriented environment

Strong attention to detail

Able to work effectively as part of a team

High ethical standards

Education

High School Diploma; Associate’s or Bachelor’s degree preferred

Series 7, 63 and 65 (or 66)

ChFC or AWMA designation or completion of CFP educational requirements

Completion of relevant training as determined by Janney

Job description

A full-service financial services firm is seeking a Wealth Planning Associate in Roanoke, VA. Responsibilities include assisting Financial Advisors with client relationships and providing financial planning support. Required qualifications include a high school diploma, licensing, strong customer service skills, and proficiency in computer software. This is an entry-level, full-time position with various employee benefits and professional development opportunities.