Jobs
>
Atlanta

    Financial Advisor Associate - Atlanta, United States - Janney

    Janney
    Janney Atlanta, United States

    3 weeks ago

    Default job background
    Description
    Janney Montgomery Scott LLC, Atlanta, Georgia, United States of America
    Job Description

    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.

    Responsible for developing new client relationships through independent prospecting efforts, managing existing client relationships, and assisting senior FAs with management of their client relationships.

    The training period generally lasts a total of four years.

    This individual must be knowledgeable of and comply with all rules and regulations of the firm as well as the various regulatory agencies.


    Responsibilities:
    Develop client list for which he/she will be the primary relationship officer
    Work collaboratively with management, an FA or FA team to further industry knowledge and to identify financial options and formulate investment strategies for clients
    Meet with current or prospective clients to collect and discuss financial information and objectives
    Profile clients to identify investment objectives and risk tolerance and use knowledge of investments, taxes, and insurance to recommend financial options to individuals in accordance with each individual's short-term and long-term goals (e.g., retirement and estate planning, funding for college, and general investment options)
    Offer investment ideas based on firm research and asset allocation strategies tailored to the risk profile and investment objectives of his/her clients
    Provide asset allocation advice and build an investment plan to meet clients' investment objectives that includes fee-based/managed products as well as individual equities and bonds
    Work with Janney Wealth Management to develop new investment solutions in response to client demands and industry trends
    Participate in client meetings with senior FAs to assist in bringing additional assets and strengthening relationships
    Continue to develop knowledge of financial products and markets and the regulatory landscape
    Develop business plans focusing on asset growth and increased revenue
    Coordinate the purchase and delivery of investment products that are consistent with clients' financial goals

    Requirements and Qualifications:
    Series 7; 63 and 65, or 66
    Undergraduate Degree with an emphasis on business and communications preferred
    Ability to work in a fast-paced, deadline driven environmen
    Strong written and oral communication skills required
    Critical thinking skills
    High ethical standards
    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 Paternal 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.

    Explore further.
    Janney is an

    award-winning full-service

    financial 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.

    Fostering a positive workplace experience remains a top priority. 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.

    People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.
    Janney is dedicated to promoting and supporting diversity within our workplace.

    We provide an environment that promotes respect, integrity, teamwork, achievement and acceptance regardless of age, disability, education, gender, gender expression, gender identity, job level, marital status, military status, national origin, parental status, pregnancy, race, religion, sexual orientation, socioeconomic status, or other protected factors.

    Janney is committed to equal employment opportunities and providing reasonable accommodationsto applicants with physical and/or mental disabilities.
    Janney Montgomery Scott LLC, Atlanta, Georgia, United States of America

    #J-18808-Ljbffr
  • Janney Montgomery Scott

    Financial Advisor Associate

    2 weeks ago

    Janney Montgomery Scott Atlanta, United States

    Janney Montgomery Scott LLC, 3630 Peachtree Road NE, Atlanta, Georgia, United States of America · Req #11473Tuesday, July 25, 2023Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments ...

  • Voya Financial, Inc.

    Associate Client Advisor

    4 weeks ago

    Voya Financial, Inc. Atlanta, United States

    Together we fight for everyones opportunity for a better financial future. We will do this together with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyones access to opportunitie Client Advisor, Solutions, Insura ...

  • Gurnick Academy

    Associate Admissions Advisor

    4 days ago

    Gurnick Academy Atlanta, United States

    The Admissions Associate Advisor [AAA] supports the Admission Advisors in processing and follow-up of admissions lead and prospect generation including assisting with administrative and admissions processes. AAA is considered both a career counselor and initial assessor of studen ...

  • TalentLink Solutions

    Associate Advisor

    2 weeks ago

    TalentLink Solutions Atlanta, United States

    We are a distinguished retirement and financial planning firm based in Atlanta. As a registered investment adviser, we manage approximately $380 million for high net-worth individuals, families, and institutions. Our unwavering commitment to client success drives our growth, and ...

  • TalentLink Solutions

    Associate Advisor

    1 week ago

    TalentLink Solutions Atlanta, United States

    We are a distinguished retirement and financial planning firm based in Atlanta. As a registered investment adviser, we manage approximately $380 million for high net-worth individuals, families, and institutions. Our unwavering commitment to client success drives our growth, and ...

  • Robert W. Baird & Company, Inc.

    Associate Financial Advisor

    3 weeks ago

    Robert W. Baird & Company, Inc. Alpharetta, United States

    Operate within the teams client service and wealth management strategy to ensure high quality client service. Engage the client/prospect, frame the discussion, and convey the team mission to better position the Advisor for additional business opport Financial Advisor, Associate, ...

  • Spelman College

    Associate Wealth Advisor

    2 weeks ago

    Spelman College Atlanta, United States

    Associate Wealth Advisor Job Description · The · Associate Wealth Advisor · is an exciting opportunity to collaborate with a planning-centric team of advisors to cultivate and maintain strong client relationships. This individual will partner with a Wealth Advisor to care for c ...

  • The Goldman Sachs Group, Inc.

    Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - Atlanta

    3 weeks ago

    The Goldman Sachs Group, Inc. Atlanta, United States

    Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and e Wealth, Management, Wealth Ad ...

  • Goldman Sachs

    Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - Atlanta

    3 weeks ago

    Goldman Sachs Atlanta, United States

    Private Wealth Management (PWM) · Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work on ...

  • Edward Jones

    Associate Financial Advisor

    1 week ago

    Edward Jones Marietta, United States

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the clie ...

  • Morgan Stanley

    Private Wealth Management Client Service Associate

    2 weeks ago

    Morgan Stanley Atlanta, United States

    Position Summary: · Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capab ...

  • Cresset

    Associate, Investment Operations and Trading

    3 weeks ago

    Cresset Atlanta, United States

    About Cresset · Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of fam ...

  • Manhattan Associates

    Senior HR/People Partner

    1 week ago

    Manhattan Associates Atlanta, United States Full time

    We create possibilities that move life and commerce forward Welcome to Manhattan Associates. Our supply chain commerce technology positively affects how people on six continents work, shop and live. If you want to tackle complex problems, push limits and redefine what's possible, ...

  • Perdoceo Education

    Senior National Student Support Advisor

    6 days ago

    Perdoceo Education Atlanta, United States

    The Senior National Student Support Advisor, entry-point position, will interface with previous AIU students in their decision to return to school. The advisor will support that student throughout their time in the program. A Senior National Student Support Advisor must meet the ...

  • Cascadia Capital

    Investment Banking Associate, Capital Markets

    2 days ago

    Cascadia Capital Atlanta, United States

    Cascadia Capital is an independent investment bank providing middle-market entrepreneurs, family-owned businesses, and private equity firms with mergers and acquisitions, capital raising, and strategic advisory services. For over 20 years, the firm has strived to deliver the best ...

  • Judson Group

    Senior Wealth Manager

    1 week ago

    Judson Group Atlanta, United States

    Judson Group has been retained by a $10B+ AUM RIA with a national presence in the search for a Senior Wealth Manager - CFP. This individual will be taking over existing client referral channels, helping grow the firm, and will have a long-term leadership/opportunity. The ideal ca ...

  • Riveron

    Valuation Services

    2 weeks ago

    Riveron Atlanta, United States Full time

    When you join the Valuation Services group within our Financial Advisory (FA) segment, you will be part of a team working hand-in-hand with our clients to develop complex financial models to determine the fair value of various business interests and assets. Our group partners wit ...

  • S.H.O.W. ATL

    Marketing Associate

    1 week ago

    S.H.O.W. ATL Atlanta, United States

    Marketing Associate · Job Title: Marketing Associate · Company: S.H.O.W. ATL · Location: Atlanta, GA · About Us: · S.H.O.W. ATL is a vibrant and dynamic company that excels in providing exceptional marketing solutions to our clients. Our collaborative work environment fosters cre ...

  • TalentLink Solutions

    Client Service Associate

    4 weeks ago

    TalentLink Solutions Atlanta, United States

    We are a distinguished retirement and financial planning firm based in Atlanta. As a registered investment adviser, we manage approximately $380 million for high net-worth individuals, families, and institutions. Our unwavering commitment to client success drives our growth, and ...

  • Elevance Health

    Information Security Advisor

    2 weeks ago

    Elevance Health Atlanta, United States Full time

    Job Description · : Information Security Advisor · Since its founding in 2008, America's 1st Choice has generated significant membership growth by developing effective engagement programs and building strong provider relationships in the Florida market. America's 1st Choice op ...