Financial Planning Specialist & Client Advisor
janney montgomery scottTowson, MD
Financial Planning Specialist & Client Advisor
janney montgomery scottTowson, MD
5 days ago
Occupations
Personal Financial AdvisorsFinancial and Investment AnalystsSecurities, Commodities, and Financial Services Sales AgentsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesOffices of Certified Public AccountantsAbout the role
Janney Montgomery Scott LLC invites a seasoned Financial Planning professional to join the RCR Wealth Advisors team in Towson, MD. You will drive personalized financial plans, deliver investment guidance, and lead complex planning topics with senior support from a FA team. The role emphasizes client meetings, data analysis, and ongoing market/theory updates, with emphasis on adverse planning outcomes, and an opportunity for base salary plus bonus.
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JOB OVERVIEW
Experience level
Senior
Location
Towson, MD
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
5 days ago
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