Advisor Marketing Consultant

Janney Montgomery Scott LLC•Philadelphia, PA

3d•Hybrid

About The Position

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. Temporary Full-Time Position Timeframe: Approximately 7 months, June 15, 2026 – January 15, 2027 The Advisor Marketing Consultant, who will report to Manager, Advisor Marketing & Communication, will support the marketing initiatives of Janney’s Financial Advisors and their teams (Private Client Group) through developing multi-channel marketing and client communication campaigns. In addition, the Advisor Marketing Consultant will serve as liaison to communicate priority content, platform updates, and best practices to Janney’s Financial Advisors and their teams.

Requirements

5+ years of marketing communications experience and/or financial services experience preferred
Relationship management and/or customer success experience preferred
Client service oriented, positive demeanor, able to handle high volume, multiple priorities
Excellent communication, organizational, and problem-solving abilities
Superior time management and organization; expertise in meeting tight deadlines and tracking projects delivered
Takes initiative and is self-motivated
Proficient writing, editing, and proofreading skills
Proficient in Workfront Project Management software preferred, not required
Proficient in MS Office Suite: Word, Excel, PowerPoint
Proficient in LinkedIn, Facebook, Instagram
Working knowledge of AdvisorStream, Salesforce, Constant Contact, Google My Business, Google Analytics, and/or GoDaddy preferred, not required
Exhibits strong interpersonal skills, carries superior commitment to client service, and maintains professionalism

Responsibilities

Support financial advisor-led growth through marketing initiatives, campaign planning, and sponsorship activations (organic growth)
Support recruitment and transition of financial advisors by presenting Janney’s marketing offerings in home-office visits and preparing client announcement materials (in-organic growth)
Serve as dedicated marketing consultant for the financial advisors located in one of Janney’s geographically defined regions
Collaborate with internal business partners such as Private Client Group and Wealth Management to align support for financial advisors
Work with Janney’s financial advisors and teams to establish, and meet, project goals and deadlines
Conceptualize, facilitate, and help to implement marketing deliverables, which may include client letters and emails, newsletters, announcements, event invitations, seminar materials, brochures, advertisements, press releases, social media posts, website content and more
Use available marketing tools and third-party vendors to support financial advisors’ strategic business goals
Communicate project status and updates to Financial Advisors and teams
Track, report on, and analyze the performance of multi-channel marketing initiatives to provide actionable feedback and next steps where applicable
Exercise thoughtfulness with regards to regulatory requirements set forth by FINRA and the SEC and internal Janney policies
Fulfill other Marketing & Corporate Communication projects as assigned with the purpose of advancing initiatives, maximizing efficiency or otherwise furthering our support of Janney’s growth.