The Janney Wealth Planning team creates, delivers and helps implement customized Financial and Estate plans to clients of the firm. The needs of these clients may range from simple to complex and the clients themselves are often High or Ultra High Net Worth individuals. The responsibility of the team, which consists of attorneys, accountants and professional planners, is to help our Financial Advisors (FAs) match our firm’s comprehensive services, solutions and strategies to fulfill the needs of their clients.
While this position is not a sales position, it will involve speaking with Janney’s FAs and their clients and advising on what strategies make sense based on their financial situation. A strong core of financial planning background and knowledge is essential, as is the ability to speak with confidence to investors and their other trusted advisors about solutions to their most difficult financial planning challenges.
This position will be located in our Philadelphia corporate headquarters.
Serve as internal consultant to provide subject matter expertise to FAs and their clients.
Prepare and create financial plans for clients of the firm.
Deliver financial plans to clients remotely or face-to-face in an effort to grow, retain, and manage client relationships.
Provide support and advice to FAs, their clients and their attorneys, CPAs, and other trusted advisors.
Offer recommendations for strategic planning.
Coach FAs on the virtues of financial planning and the use of Janney’s tools to improve client relationships and increase assets under management.
Foster teamwork and business partnerships across the Janney organization.
Stay current on industry standards, tax and legal matters and competitive best practices.
Assist the team with special projects related to your area of expertise
May include some travel for face-to-face presentations or field support (less than 10%)
May include responsibilities related to overseeing and implementing changes to Janney’s financial planning technology
Ability to communicate complex ideas in a compelling, actionable way
Strong attention to detail
Strong interpersonal skills, able to work well both individually and collaboratively in a team
Ability to work under pressure to meet deadlines in a fast-paced environment
Project management or financial planning platform experience a plus
High ethical standards
Bachelor’s degree or equivalent work experience
1-3 years of professional financial planning experience as a full-time planner
Experience in presenting planning strategies to advisors and clients
FINRA Series 7 & 66 (or 63 & 65) required (or ability to pass within 6 months)
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 race, gender, gender identity, gender expression, pregnancy, age, national origin, sexual orientation, religion, socioeconomic status, education, job level, parental status, disability, marital status or other protected factors. Janney is committed to equal employment opportunities and providing reasonable accommodations to applicants with physical and/or mental disabilities.
About Janney Montgomery Scott, LLC.
Janney Montgomery Scott LLC is a leading financial services firm dedicated to putting client needs first. We are committed to providing the best in financial and investment advice to help our clients toward their personal or business goals. We focus on building strong client relationships, supported by a foundation of trust and performance. Janney provides advice to individual, corporate and institutional clients. Our expertise includes guidance about asset management, corporate and public finance, equity and fixed income investing, equity research, institutional equity and fixed income sales and trading, investment strategy, financial planning, mergers and acquisitions, public and private capital raising, portfolio management, retirement and income planning, and wealth management. Janney is an independently-operated subsidiary of The Penn Mutual Life Insurance Company and is a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). Janney is dedicated to providing financial industry professionals the opportunity to achieve their personal best. We foster a professional, respectful and team-oriented environment where empl...oyees can use their talents to thrive and grow with the firm. Our culture rewards both individual and team success and is the driving force behind our strong, long-lasting client relationships.