Wealth Planning Associate — Growth, CFP Path, PTO

Janney Montgomery Scott LLC; Columbus (OH); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Paid parental leave

Generous paid time off

Referral bonus $2,000

Professional development assistance

Job summary

Janney Montgomery Scott LLC in Columbus, OH invites an experienced financial planning professional to join our Buckeye Capital Advisors team, crafting tailored financial plans and delivering wealth management guidance.

You will gather client data, profile investment and lending needs, and work with the team to implement asset allocation and strategy while staying compliant with firm policies.

Qualifications

• Minimum 2+ years of experience in financial planning.
• Bachelor's degree; CFP and securities licenses preferred.
• Must obtain an insurance license within 12 months.
• Strong analytical, communication, and team skills.

Responsibilities

• Gather data and develop financial planning recommendations.
• Profile clients to identify investment and lending needs.
• Attend client meetings and provide personalized advice.
• Coordinate asset allocation and investment strategy implementation.
• Collaborate with team to ensure planning information is accurately maintained.
• Stay current on tax, estate and market trends.
• Provide investment ideas aligned with risk profiles.

Skills

Financial planning

Client communication

Data analysis

Team collaboration

Problem solving

Education

Bachelor's degree

CFP license

Series 7/63/65 licenses

Insurance license within 12 months

Tools

MoneyGuide

Job description

Janney Montgomery Scott LLC in Columbus, OH invites an experienced financial planning professional to join our Buckeye Capital Advisors team, crafting tailored financial plans and delivering wealth management guidance.

You will gather client data, profile investment and lending needs, and work with the team to implement asset allocation and strategy while staying compliant with firm policies.