Account Executive - Aiken, SC

Janney Montgomery Scott LLC•Aiken, SC

About The Position

Janney is an award-winning full-service financial services firm committed to understanding clients’ needs and providing advice beyond investments. The Account Executive works alongside a Financial Advisor Team to develop individualized financial plans, provide investment-related analysis and advice, and execute investment plans for existing and new client relationships. The role requires knowledge of and compliance with firm rules and regulations, as well as those of relevant regulatory agencies. The Account Executive keeps current on market conditions, firm research, and available investment products and strategies. The role may use a financial-planning approach in sales and service delivery and may serve as the primary advisor for accounts assigned by the Financial Advisor Team. The Account Executive assists the team with implementing asset-allocation and investment strategies, offers investment ideas and advice aligned with client risk profiles and objectives, and helps deliver high-quality client service. The position also involves meeting with and profiling existing and prospective clients to identify investment and lending needs, coordinating appropriate investment, fiduciary, and lending solutions, and participating in client meetings to help bring in additional assets and strengthen relationships. Janney describes its workplace as diverse and inclusive and offers benefits and professional development support.

Requirements

Bachelor’s degree; five years of relevant financial-services work experience is preferred.
Series 7 and Series 63/65 or Series 66 licenses.
Life insurance license, or ability to become life licensed within six months.
Commitment to professional growth, with the expectation of obtaining the Certified Financial Planner (CFP) designation in the future.
Demonstrated passion and genuine interest in financial markets.
Strong oral and written communication skills.
Attention to detail.
Ability to manage one’s time in support of overall team goals.
Ability to work in a fast-paced, deadline-oriented environment.
Critical-thinking skills.
High ethical standards.

Nice To Haves

Five years of relevant financial-services work experience is preferred.

Responsibilities

Work alongside a Financial Advisor Team to develop individualized financial plans.
Assist with providing investment-related analysis and advice and execute investment plans for existing and new client relationships.
Keep current on market conditions, firm research, and available investment products and strategies.
Assist the Financial Advisor Team in implementing defined asset-allocation and investment strategies.
Offer investment ideas and advice based on firm resources, team guidelines, and strategies tailored to clients’ risk profiles and investment objectives.
Implement a client service strategy within the Financial Advisor Team’s guidelines to ensure high-quality client service.
Meet with and profile existing and new client relationships to identify investment and lending needs.
Coordinate investment, fiduciary, and lending solutions to address client needs, including retirement and estate planning, college funding, and general investment options.
May act as the primary advisor for accounts assigned by the Financial Advisor Team.
May participate in client meetings to help bring in additional assets and strengthen relationships.
Comply with the firm’s rules and regulations and those of applicable regulatory agencies.