Janney Montgomery Scott
Account Executive - Wilmington, DE or Lewes, DE
Janney Montgomery Scott, Lewes, Delaware, United States, 19958
Janney is an award-winning full-service financial services firm committed to understanding our 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.
The Chesapeake Wealth Advisors team is seeking a detail-oriented, organized, motivated and team-oriented individual to join our growing team. This individual will be responsible for
trading client accounts, developing individualized financial plans, assisting with providing investment-related analysis and advice, as well as executing investment plans to existing and new client relationships. This individual must be knowledgeable of and comply with all rules and regulations of the firm as well as the various regulatory agencies.
What you are good at
Financial Guidance – Keep current on market conditions, firm research and available investment products and strategies. May use a financial planning approach during the sales and delivery process. May act as a primary advisor for the accounts assigned to him/her by the FA Team.
Initiative -Assists the Financial Advisor (FA) Team to implement a defined asset allocation and investment strategy. Offers investment ideas and advice beyond investments based on firm resources, team guidelines and asset allocation strategies tailored to risk profiles and investment objectives. Implements a client service strategy within the FA Team’s guidelines to ensure high quality client service.
Building Relationships – Meets with and profile existing and new client relationships to identify investment and lending needs and coordinate the delivery of investment, fiduciary and lending solutions to satisfy those needs (e.g., retirement and estate planning, funding for college, and general investment options). May participate in client meetings to assist in bringing additional assets and strengthening relationships.
Trading
– Ability to demonstrate accuracy with processing trades for clients’ accounts for different categories of securities.
What you have
Bachelor’s Degree and 5 years of relevant work experience in financial services preferred.
Series 7, 63/65 or 66 and a life insurance license (or become life licensed in 6 months).
CFP or other similar financial industry-related designation preferred.
Strong oral and written communication skills.
Detail oriented.
Ability to manage their own time to support the overall goals of the team.
Ability to work in a fast-paced, deadline-oriented environment.
Critical thinking skills.
High ethical standards.
This role can sit out of the Wilmington, DE or Lewes, DE branches.
Why work for us? Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future.
We’ve earned the Great Place to Work® certification, which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture.
Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.
#J-18808-Ljbffr
The Chesapeake Wealth Advisors team is seeking a detail-oriented, organized, motivated and team-oriented individual to join our growing team. This individual will be responsible for
trading client accounts, developing individualized financial plans, assisting with providing investment-related analysis and advice, as well as executing investment plans to existing and new client relationships. This individual must be knowledgeable of and comply with all rules and regulations of the firm as well as the various regulatory agencies.
What you are good at
Financial Guidance – Keep current on market conditions, firm research and available investment products and strategies. May use a financial planning approach during the sales and delivery process. May act as a primary advisor for the accounts assigned to him/her by the FA Team.
Initiative -Assists the Financial Advisor (FA) Team to implement a defined asset allocation and investment strategy. Offers investment ideas and advice beyond investments based on firm resources, team guidelines and asset allocation strategies tailored to risk profiles and investment objectives. Implements a client service strategy within the FA Team’s guidelines to ensure high quality client service.
Building Relationships – Meets with and profile existing and new client relationships to identify investment and lending needs and coordinate the delivery of investment, fiduciary and lending solutions to satisfy those needs (e.g., retirement and estate planning, funding for college, and general investment options). May participate in client meetings to assist in bringing additional assets and strengthening relationships.
Trading
– Ability to demonstrate accuracy with processing trades for clients’ accounts for different categories of securities.
What you have
Bachelor’s Degree and 5 years of relevant work experience in financial services preferred.
Series 7, 63/65 or 66 and a life insurance license (or become life licensed in 6 months).
CFP or other similar financial industry-related designation preferred.
Strong oral and written communication skills.
Detail oriented.
Ability to manage their own time to support the overall goals of the team.
Ability to work in a fast-paced, deadline-oriented environment.
Critical thinking skills.
High ethical standards.
This role can sit out of the Wilmington, DE or Lewes, DE branches.
Why work for us? Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future.
We’ve earned the Great Place to Work® certification, which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture.
Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.
#J-18808-Ljbffr