Wealth Planning Associate - Greenspring, MD

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.

• Assist in the preparation of comprehensive financial plans, including cash flow, retirement, insurance, and investment analyses
• Gather, organize, and analyze client financial data
• Build and update financial planning models and projections using planning software
• Prepare draft recommendations and scenario analyses for advisor review
• Support the development of goal‑based plans tailored to client objectives and risk tolerance
• Review client plans periodically and assist with updates based on life changes or market conditions

• Serve as a primary support contact for client service requests, escalating issues as needed
• Assist with onboarding new clients, including paperwork, account setup, and data collection
• Prepare materials for client meetings, including agendas, reports, and follow‑up summaries
• Respond to routine client inquiries in a timely, professional manner
• Track and follow up on outstanding client items to ensure timely completion
• Maintain accurate and up‑to‑date client records in CRM and portfolio management systems
• Support advisors with meeting follow‑up, action items, and implementation tasks
• Assist with processing service requests such as address changes, beneficiary updates, and account maintenance
• Help ensure client service activities comply with firm policies and regulatory requirements

• College degree preferred
• Detail‑oriented, motivated, and thrives in a collaborative work environment
• Prior office or customer service experience preferred
• Ability to obtain all required registrations and professional designations within a reasonable timeframe after hire
• Excellent client service and organizational skills
• Strong attention to detail and ability to work in a fast‑paced, deadline‑driven environment
• Team‑oriented mindset with high ethical standards

• Competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, and Professional Development Assistance Plan
• Access to a dynamic and inclusive workplace culture committed to outstanding employee experience
• Great Place to Work® certification and a focus on employee growth and well‑being

The compensation package for this position consists of a base salary (with eligibility for an annual bonus/commissions if applicable) as well as eligibility to participate in all company benefits offered to full‑time employees including health, dental, medical coverage, disability income protection, life insurance, PTO/vacation, holidays, and 401(k). The salary range for this position will be $60,000 to $80,000. Total compensation packages at Janney are based on experience, skills, credentials, and geographic location of each specific candidate.

Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.