Financial Planner

The Janney Wealth Planning team creates, delivers and helps implement customized Financial and Estate plans to clients of the firm. The needs of these clients may range from simple to complex and the clients themselves are often High or Ultra High Net Worth individuals. The responsibility of the team, which consists of attorneys, accountants and professional planners, is to help our Financial Advisors (FAs) match our firm’s comprehensive services, solutions and strategies to fulfill the needs of their clients.   This role is requires advance planning knowledge and has an interest in financial planning technology. While this position is not a sales position, it will involve speaking with Janney’s FAs and their clients and advising on what strategies make sense based on their financial situation.   This position may require occasional travel to assist with the training and marketing of our Financial Planning Platform.   This role can be based in any of the following Janney locations: Philadelphia, PA, Cleveland, OH, Cincinnati, OH, Columbus, OH, Pittsburgh, PA; Boston, MA, Baltimore, MD; Washington, DC, Richmond, VA, Columbia, SC, Charlotte, NC, Nashville, TN, Atlanta, GA, Palm Beach, FL, or Miami, FL.   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     Required Experience: Bachelor’s degree or equivalent work experience Certified Financial Planner (CFP®) designation required 5-7 years of professional financial planning experience preferred FINRA Series 7 and 66 licenses, or the ability to obtain within 6 months of hire Customer service experience     Required Skills: 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     This role will be hybrid, the individual will work approximately three days per week in-office.

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