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Janney Montgomery Scott LLC · 1 day ago

Account Executive - Alexandria, VA

Alexandria, VA

Full-time

Onsite

Mid, Senior Level

5+ years exp

Janney Montgomery Scott LLC is an award-winning full-service financial services firm dedicated to understanding clients' needs and providing comprehensive financial advice. The Account Executive will work alongside a Financial Advisor Team to develop individualized financial plans and execute investment strategies for existing and new client relationships.

BankingConsultingCrowdfundingFinancial ServicesLegal

Work & Life Balance

Responsibilities

Keep current on market conditions, firm research and available investment products and strategies

Assists the FA Team to implement a defined asset allocation and investment strategy

Offers investment ideas and advice beyond investments based on firm resources, team guidelines and asset allocation strategies tailored to risk profiles and investment objectives

Implements a client service strategy within the FA Team’s guidelines to ensure high quality client service

Meets with and profiles existing and new client relationships to identify investment and lending needs and coordinate the delivery of investment, fiduciary and lending solutions to satisfy those needs

May participate in client meetings to assist in bringing additional assets and strengthening relationships

Qualification

Financial GuidanceSeries 7 LicenseCFP CertificationCommunication SkillsCritical ThinkingEthical StandardsDetail OrientedTime ManagementFast-paced Environment