Financial Planner

Janney Montgomery Scott LLC•Philadelphia, PA

20d•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. 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. This role is requires advance planning knowledge and has an interest in financial planning technology. 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. This position may require occasional travel to assist with the training and marketing of our Financial Planning Platform.

Requirements

Bachelor’s degree or equivalent work experience
Certified Financial Planner (CFP®) designation required
5-7 years of professional financial planning experience preferred
FINRA Series 7 and 66 licenses, or the ability to obtain within 6 months of hire
Customer service experience
Strong interpersonal skills, able to work well both individually and collaboratively in a team
Skilled at critical thinking
High ethical standards
Detail-oriented and takes pride in accomplishing a wide variety of tasks in a fast-paced environment

Responsibilities

Creating and editing of financial plans
Helps advisors design financial plans
Troubleshoots financial planning issues within Janney’s financial planning software with advisors
Provides virtual meeting expertise with Janney’s FAs in meeting with clients and prospects
Acts as an internal consultant to provide subject matter expertise to FAs, their clients and outside trusted advisors
Keeps current on financial planning topics, research issues, answers questions, and assists with finding solutions for field and home office employees
Establishes referral paths to other areas of Wealth Management
Performs other duties as assigned