Janney Montgomery Scott LLC · 2 weeks ago
Advisor Marketing Consultant
Philadelphia, PA
Full-time
Hybrid
Senior Level
5+ years expJanney Montgomery Scott LLC is an award-winning full-service financial services firm committed to understanding clients' needs. The Advisor Marketing Consultant will support marketing initiatives for financial advisors, develop marketing campaigns, and collaborate with business partners to drive growth and enhance client relationships.
BankingConsultingCrowdfundingFinancial ServicesLegal
Responsibilities
Influence advisor-led growth by guiding advisors to adopt growth-oriented marketing strategies, firm programs, and platforms through consultative engagement and field-based support
Serve as dedicated marketing consultant for Janney’s financial advisors, spending significant time in the field engaging directly with advisors to influence adoption of marketing strategies, programs, and growth initiatives
Support recruitment and transition of financial advisors by presenting Janney’s marketing offerings Collaborate with internal business partners such as Private Client Group and Wealth Management to align support for financial advisors in home-office visits and preparing client announcement materials (in-organic growth)
Work with Janney’s financial advisors and teams to establish, and meet, project goals and deadlines
Conceptualize, facilitate, and help to implement marketing deliverables, which may include, client letters and emails, newsletters, announcements, event invitations, seminar materials, brochures, advertisements, press releases, social media posts, website content and more
Use available marketing tools and third-party vendors to support financial advisors’ strategic business goals
Communicate project status and updates to Financial Advisors and teams
Track, report on, and analyze advisor marketing and lead generation activity to provide actionable insights tied to engagement, adoption, and growth outcomes, informing advisor guidance and continuous improvement
Exercise thoughtfulness with regards to regulatory requirements set forth by FINRA and the SEC and internal Janney policies
Fulfill other Marketing & Corporate Communication projects as assigned with the purpose of advancing initiatives, maximizing efficiency or otherwise furthering our support of Janney’s growth
Qualification
Required
5+ years of advisor-facing marketing, consulting, or financial services experience, with demonstrated ability to operate as a senior, consultative partner to financial advisors
Demonstrated experience consulting with and influencing senior professionals and business owners, guiding strategic marketing decisions and driving adoption of growth-oriented marketing practices
Experience advising professionals on lead generation, prospecting, or client acquisition programs, including aligning tactics to strategy and improving conversion through disciplined follow-up
Client-service oriented, positive demeanor, able to handle high volume, multiple priorities
Excellent communication, organizational, and problem-solving abilities
Superior time management and organization; expertise in meeting tight deadlines and tracking projects delivered
Takes initiative and is self-motivated
Proficient writing, editing, and proofreading skills
Proficient in MS Office Suite: Word, Excel, PowerPoint
Proficient in LinkedIn, Facebook, Instagram
Exhibits strong interpersonal skills, carries superior commitment to client service, and maintains professionalism
Preferred
Proficient in Workfront Project Management software preferred, not required
Working knowledge of AdvisorStream, Salesforce, Constant Contact, Google My Business, Google Analytics, and/or GoDaddy preferred, not required
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
Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2024-07-23Acquired
Leadership Team
Peyton Wylie
Co-Founder of D.A.C. Investment Partners
John Ciccarone
Chief Technology Officer
Recent News
2026-01-23
2026-01-16
2025-11-14
Company data provided by crunchbase