Organic Growth Consultant

Janney Montgomery Scott LLC•Washington, DC

1d•$120,000 - $140,000

About The Position

The Organic Growth Consultant is a field-based member of Janney’s Business Development Group who helps financial advisors in an assigned region identify and pursue growth opportunities. The consultant is based in the region, travels frequently to branches, and builds trusted relationships with advisors and branch leaders, serving as the primary point of contact and coordinator for growth initiatives. The role owns advisor relationships from initial engagement through execution. It involves reviewing advisor books, diagnosing opportunities, developing practical growth plans, personally executing core growth work, and coordinating firm resources or specialists when deeper expertise is needed. The consultant partners with Revenue Operations, specialist coaches, Regional Directors, and branch management to turn opportunities into measurable growth. Janney describes itself as an award-winning, full-service financial services firm committed to understanding client needs, providing advice beyond investments, and cultivating a diverse and inclusive workplace. The position offers a base salary range of $120,000–$140,000, with eligibility for an annual bonus or commissions if applicable, and eligibility for company benefits offered to full-time employees. Compensation is based on experience, skills, credentials, and geographic location.

Requirements

Bachelor’s degree required.
Five or more years of experience in wealth management, financial services, or a related field, with exposure to advisor-facing sales, business development, or practice growth.
Ability to influence and sell, establish credibility with advisors, and move them to action without direct authority.
Working knowledge of wealth management, including new-household acquisition, existing-household growth, advisory, and financial planning.
Strong relationship-management skills and ability to build trust quickly across branches and regions.
Willingness and ability to live in the assigned region and travel frequently to branches.
Organized, self-directed, and results-oriented, with the ability to manage multiple advisor relationships and opportunities.
Comfort with data and CRM tools such as Salesforce, and ability to translate analytics into practical advisor action.
Strong organizational skills and ability to coordinate training, roundtables, events, recruit onboarding, and advisor teaming and succession transitions.
Enjoyment of educating and helping others learn.
Ability to work collaboratively with the Regional Business Development Coach, Regional Manager, and subject matter experts.

Nice To Haves

Series 7 and 66 licenses (or equivalent) preferred; alternatively, ability to obtain them within six months.

Responsibilities

Live in the assigned region and travel frequently to branches to work directly with advisors and branch leaders on growth outcomes.
Build ongoing relationships across the region and serve as the advisor’s primary point of contact and coordinator for growth.
Review advisor books, identify high-value opportunities, and help advisors set growth goals and create actionable plans.
Own and execute core growth work end to end, including on-site work such as client segmentation, pricing discussions, and opportunity entry in Salesforce when appropriate.
Drive opportunities from identification through execution and conversion, involving specialists when specialized expertise is required.
Connect advisors with appropriate firm resources and coordinate support and growth strategies across the organization.
Maintain relationships through follow-up, accountability for advisor commitments, and continued momentum on growth plans.
Maintain working knowledge of the firm’s growth programs, planning, advisory, and technology resources, and connect advisors with appropriate partners or specialists.
Use opportunity reports, book reviews, and Revenue Operations analytics to proactively identify advisors and branches with growth potential.
Represent advisors’ perspectives within the organization and inform programs, tools, and best practices.
Coordinate training sessions, roundtables, events, recruit onboarding, and support for advisor teaming and succession transitions.