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Janney Montgomery Scott LLC · 1 day ago

Financial Planner

Philadelphia, PA

Full-time

Hybrid

Senior Level

5+ years exp

Janney Montgomery Scott LLC is an award-winning full-service financial services firm committed to understanding clients' needs. The Financial Planner role involves creating customized financial and estate plans for high net worth clients, collaborating with financial advisors, and leveraging financial planning technology to enhance client experiences.

BankingConsultingCrowdfundingFinancial ServicesLegal

Work & Life Balance

H1B Sponsor Likely

Responsibilities

Creating and editing of financial plans

Helps advisors design financial plans

Troubleshoots financial planning issues within Janney’s financial planning software with advisors

Provides virtual meeting expertise with Janney’s FAs in meeting with clients and prospects

Acts as an internal consultant to provide subject matter expertise to FAs, their clients and outside trusted advisors

Keeps current on financial planning topics, research issues, answers questions, and assists with finding solutions for field and home office employees

Establishes referral paths to other areas of Wealth Management

Performs other duties as assigned

Qualification

Financial Planning ExpertiseMoneyGuideProCertified Financial PlannerFINRA Series 7FINRA Series 66Relationship ManagementCustomer ServiceCommunication SkillsCritical ThinkingInterpersonal SkillsDetail-oriented

Required

Bachelor's degree or equivalent work experience

Certified Financial Planner (CFP®) designation required

FINRA Series 7 and 66 licenses, or the ability to obtain within 6 months of hire

Customer service experience

Strong interpersonal skills, able to work well both individually and collaboratively in a team

Skilled at critical thinking

High ethical standards

Detail-oriented and takes pride in accomplishing a wide variety of tasks in a fast-paced environment

Financial Planning Expertise- Possesses deep knowledge of financial planning concepts and tools, with the ability to analyze client data and build customized, goal-based plans. Proficiency in leveraging financial planning software, preferably MoneyGuidePro

Communication & Presentation Skills- Delivers clear, confident presentations that simplify complex financial topics and engage both clients and advisors. Adapts communication style to the audience and consistently builds trust through professionalism and clarity

Relationship Management & Advisor Collaboration- Builds strong, collaborative relationships with Janney financial advisors and their clients by being responsive, reliable, and solutions-oriented. Acts as a trusted partner to advisors, supporting their business growth and enhancing the client experience

Preferred

5-7 years of professional financial planning experience preferred

Benefits

Paid Parental Leave

Generous Paid Time Off

Eligibility for a $2,000 referral bonus

Employee Ownership

Professional Development Assistance Plan

Company

Janney Montgomery Scott LLC

Glassdoor3.8

Janney Montgomery Scott LLC is a leading wealth management 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

Represents job field similar to this job

Trends of Total Sponsorships

2022 (1)