Senior Wealth Planning Associate

Senior Wealth Planning Associate at Janney; client-facing financial planning role supporting Financial Advisors and teams with portfolio management, financial plan delivery, and client relationship support.

The Senior Wealth Planning Associate is responsible for assisting a Financial Advisor (FA) or Financial Advisor Team to prepare and deliver financial plans and help support client relationships. This individual must be knowledgeable of and comply with all rules and regulations of the firm as well as the various regulatory agencies.

• Gather and analyze data, develop of financial planning recommendations, implementation, and portfolio management.
• Profile clients to identify investment and lending needs and coordinates the delivery of investment, fiduciary and lending solutions to satisfy those needs.
• Assist the FA/FA team to implement a defined asset allocation and investment strategy.
• Offer investment ideas based on firm research, team guidelines and asset allocation strategies tailored to the risk profile and investment objectives of their clients.
• May act as a primary relationship officer for the accounts that are assigned to them by the FA/FA Team.

• 2 years’ experience in financial planning role
• Professional Licenses: CFP, Series 7, 63 and 65 (or 66)
• Must obtain insurance license within 12 months of hire
• Completion of relevant training as determined by Janney
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, as well as experience with financial planning, client relationship management (CRM), and portfolio management software
• Detail oriented
• Strong time management skills to support the overall goals of the team
• Ability to work in a fast-paced, deadline-oriented environment
• Critical thinking skills
• High ethical standards

Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere.

We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future.

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. Fostering a positive workplace experience remains a top priority.

We’ve earned the Great Place to Work® certification, which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.