Senior Financial Planner - Towson, MD
About The Position
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 RCR Wealth Advisors team is seeking a passionate Senior Financial Planner to join our growing team. This individual will be responsible for crafting thoughtful financial plans and delivering personalized wealth management advice. The Senior Financial Planner will need to be comfortable taking a leadership role as our team strives to take our financial planning services to the next level. What you are good at: Financial Planning Expertise- Possesses deep knowledge of financial planning concepts and tools, with the ability to analyze client data and build customized, goal-based plans. Communication –Providing excellent verbal and written services to clients, including prompt, accurate, and timely attention to detail. Able to compose effective employee correspondence in accordance with established policies and procedures Detail Oriented & Driven – Thorough and rigorous attention to all details; Ability to manage multiple high-touch projects simultaneously with precision and accuracy; Takes initiative and ownership in all aspects of role from logistics to processes and is unafraid to get their hands dirty and eager to learn Team-Oriented: Must be comfortable collaborating with team members and other departments across the organization. Problem Solving & Critical Thinking – Thorough and resourceful problem solver with a solutions-based approach to every situation; Proactively takes on challenges with optimism and a helpful attitude
Requirements
- 5+ years of experience in financial planning/investment management
- Expert knowledge in financial planning topics, concepts, and strategies. For example, tax planning, retirement distribution planning, Medicare, social security, gifting, charitable planning, asset location, asset allocation, tax efficient investing.
- Demonstrate advanced analytical and problem-solving skills
- Strong interest in financial planning and investment management
- Advanced knowledge and hands on experience using financial planning software (Ideally MoneyGuide)
- Series 7, 63 and 65 (or 66) required.
Nice To Haves
- CFP designation preferred but not required.
Responsibilities
- Act as lead resource in complex planning topics such as tax mitigation, asset location, estate strategies, equity compensation, social security, distribution planning, charitable giving, etc.
- Participate in client meetings and deliver advice to clients
- Coordinate with other members of the team to make sure planning information is gathered, filed, and uploaded into MoneyGuide effectively.
- Serve as an expert in financial planning topics and trends. Stay current on tax law, estate regulations, and capital market trends
- Contribute to monthly financial planning marketing posts related to personal finance and financial planning.
- Provide clients with investment advice based on team guidelines and asset allocation strategies tailored to the risk profile and investment objectives of the client
Benefits
- health, dental, medical coverage, disability income protection, life insurance, PTO/vacation, holidays, 401(k), and Employee Ownership Program
- Paid Parental Leave
- generous Paid Time Off
- eligibility for a $2,000 referral bonus
- Employee Ownership
- Professional Development Assistance Plan
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
