Account Executive - Towson, MD

Janney Montgomery Scott LLC•Towson, MD

2d•Onsite

About The Position

The RCR Wealth Advisors team is seeking a passionate individual to join our growing team. This role is responsible for working alongside a Financial Advisor Team to develop individualized financial plans, assist with providing investment-related analysis and advice, as well as executing investment plans for existing and new client relationships. The individual will need to be comfortable taking a leadership role as the team strives to take its financial planning services to the next level. Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.

Requirements

Naturally curious to learn.
Ability to remain organized and detail oriented in a busy work environment
Ambition
5+ years of experience in financial planning/investment management
Expert knowledge in financial planning topics, concepts, and strategies. For example, tax planning, retirement distribution planning, Medicare, social security, gifting, charitable planning, asset location, asset allocation, tax efficient investing.
Demonstrate advanced analytical and problem-solving skills
Strong interest in financial planning and investment management
Advanced knowledge and hands on experience using financial planning software (Ideally MoneyGuide)
Series 7, 63 and 65 (or 66) required.

Nice To Haves

CFP designation preferred but not required.

Responsibilities

Act as lead resource in complex planning topics such as tax mitigation, asset location, estate strategies, equity compensation, social security, distribution planning, charitable giving, etc.
Participate in client meetings and deliver advice to clients
Coordinate with other members of the team to make sure planning information is gathered, filed, and uploaded into MoneyGuide effectively.
Serve as an expert in financial planning topics and trends. Stay current on tax law, estate regulations, and capital market trends
Contribute to monthly financial planning marketing posts related to personal finance and financial planning.
Provide clients with investment advice based on team guidelines and asset allocation strategies tailored to the risk profile and investment objectives of the client