Our client is seeking a highly motivated, intellectually curious, and relationship-oriented Associate Financial Advisor to join their growing team. This individual will play a key role in collaborating with the partners, while managing an assigned book of client relationships, primarily households with investable assets of $2 million or less.
The ideal candidate is energized by financial markets, enjoys researching investment opportunities, asks thoughtful questions, and is committed to delivering an outstanding client experience. This role offers a clear path to growth as a trusted financial advisor while working alongside experienced partners and advisors.
The role is designed for someone who values collaboration, mentorship, and being an active contributor to a high-performing wealth management team. This is an in-office position in Towson, Maryland, five days per week.
What You'll Do
Client Relationship Management
- Serve as the primary advisor and relationship manager for an assigned portfolio of clients, primarily households with assets of $2 million or less.
- Build strong client relationships through proactive communication, responsiveness, and exceptional service.
- Participate in client meetings and assist in the preparation, delivery, and implementation of financial and investment recommendations.
- Ensure all client service requests are handled accurately, professionally, and in a timely manner.
Advisor & Partner Support
- Act as a key support resource to senior advisors and partners across all aspects of client relationships.
- Assist with portfolio reviews, investment research, financial planning analysis, and preparation of client meeting materials.
- Help identify planning opportunities related to retirement, tax efficiency, estate planning, cash flow, and wealth transfer strategies.
- Collaborate with team members to ensure client information, planning updates, and investment recommendations are documented accurately.
Investment & Market Analysis
- Maintain a strong understanding of capital markets, economic trends, firm research, and portfolio strategies.
- Demonstrate genuine curiosity regarding financial markets and alternative investments.
- Conduct investment research and assist with due diligence related to equities, fixed income, mutual funds, ETFs, and alternative investment solutions.
- Support ongoing portfolio monitoring and recommendation development consistent with client objectives and risk tolerance.
Team Collaboration
- Contribute to a positive, professional, and collaborative office culture.
- Work closely with advisors, client service associates, and operations professionals to deliver a seamless client experience.
- Take initiative, seek continuous improvement, and embrace opportunities for professional growth and leadership.
What You're Good At
- Building meaningful client relationships and establishing trust.
- Being highly organized, detail-oriented, and accountable.
- Managing multiple priorities in a fast-paced environment.
- Demonstrating intellectual curiosity and a passion for investing and financial planning.
- Communicating complex financial concepts in a clear and relatable manner.
- Thinking critically and solving problems proactively.
- Working collaboratively while taking ownership of outcomes.
- Delivering a high-touch client experience with professionalism and consistency.
What You Have
- 3-7+ years of experience in wealth management, financial advisory, investment management, or financial planning.
- Strong interest in developing a long-term career as a Financial Advisor.
- Working knowledge of investment management, portfolio construction, and financial planning concepts.
- Interest in capital markets, economic trends, and alternative investments.
- Excellent verbal and written communication skills.
- Strong analytical and problem-solving abilities.
- Series 7 and Series 66 (or 63/65 combination) required.
- CFP®, CFP® candidate, or commitment to pursuing advanced planning education preferred.
- Experience with financial planning and CRM software is a plus.
What Success Looks Like
- Clients receive proactive, thoughtful advice and exceptional service.
- Assigned relationships are managed confidently and independently.
- Partners and senior advisors view you as a trusted extension of the advisory team.
- You continuously expand your knowledge of markets, planning strategies, and investment solutions.
- You contribute meaningfully to the growth and development of the firm while progressing toward a larger advisory role.
Compensation & Benefits
The compensation package consists of a competitive base salary and incentive compensation opportunity, along with eligibility to participate in all company benefits offered by Janney, including medical, dental, vision, disability income protection, life insurance, paid time off, holidays, 401(k), and employee ownership programs.
Salary: $150,000
Annual Incentive Opportunity: Target bonus of 10-20% based on individual and team performance.