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Janney Montgomery Scott LLC · 1 day ago

Senior Financial Planner - Towson, MD

Towson, MD

Full-time

Onsite

Mid, Senior Level

$75K/yr - $150K/yr

5+ years exp

Janney Montgomery Scott LLC is an award-winning full-service financial services firm committed to understanding clients' needs. The Senior Financial Planner will craft thoughtful financial plans and deliver personalized wealth management advice, taking a leadership role within the team.

BankingConsultingCrowdfundingFinancial ServicesLegal

Work & Life Balance

H1B Sponsor Likely

Responsibilities

Act as lead resource in complex planning topics such as tax mitigation, asset location, estate strategies, equity compensation, social security, distribution planning, charitable giving, etc

Participate in client meetings and deliver advice to clients

Coordinate with other members of the team to make sure planning information is gathered, filed, and uploaded into MoneyGuide effectively

Serve as an expert in financial planning topics and trends. Stay current on tax law, estate regulations, and capital market trends

Contribute to monthly financial planning marketing posts related to personal finance and financial planning

Provide clients with investment advice based on team guidelines and asset allocation strategies tailored to the risk profile and investment objectives of the client

Qualification

Financial Planning ExpertiseFinancial Planning SoftwareAnalytical SkillsInvestment ManagementCFP CertificationCommunicationDetail OrientedTeam-OrientedProblem Solving

Required

5+ years of experience in financial planning/investment management

Expert knowledge in financial planning topics, concepts, and strategies. For example, tax planning, retirement distribution planning, Medicare, social security, gifting, charitable planning, asset location, asset allocation, tax efficient investing

Demonstrate advanced analytical and problem-solving skills

Strong interest in financial planning and investment management

Advanced knowledge and hands on experience using financial planning software (Ideally MoneyGuide)

Series 7, 63 and 65 (or 66) required

Preferred

CFP designation preferred but not required

Benefits

Health, dental, medical coverage

Disability income protection

Life insurance

PTO/vacation

Holidays

401(k)

Employee Ownership Program

Paid Parental Leave

Generous Paid Time Off

Eligibility for a $2,000 referral bonus

Professional Development Assistance Plan

Company

Janney Montgomery Scott LLC

Glassdoor3.8

Janney Montgomery Scott LLC is a leading wealth management and investment banking firm dedicated to putting client needs first.

Founded in 1832

Philadelphia, Pennsylvania, USA

1001-5000 employees

http://www.janney.com

H1B Sponsorship

Janney Montgomery Scott LLC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

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Trends of Total Sponsorships

2022 (1)