Senior Wealth Planning Associate - Columbus Grandview, OH

Janney Montgomery Scott
Columbus, OH
Category Finance
Job Description
Janney is an award-winning full-service financial services firm committed to understanding clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.

Requirements

  • Gather and analyze data, develop financial planning recommendations, implementation, and portfolio management.
  • Profile clients to identify investment and lending needs and coordinates the delivery of investment, fiduciary and lending solutions to satisfy those needs.
  • Assist the FA/FA team to implement a defined asset allocation and investment strategy.
  • Offer investment ideas based on firm research, team guidelines and asset allocation strategies tailored to the risk profile and investment objectives of their clients.
  • May act as a primary relationship officer for the accounts that are assigned to them by the FA/FA Team.

Benefits

  • Paid Parental Leave
  • Paid Time Off
  • $2,000 referral bonus
  • Employee Ownership
  • Professional Development Assistance Plan
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