Business Development Consultant - based in DC, Western PA or Ohio

Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, Pennsylvania, United States of America Req #520
Thursday, January 7, 2021
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 Business Development Officer (BDC) is responsible for promoting advice beyond investments to drive organic growth in Janney’s Western Region. The BDC will work directly with Financial Advisors (FAs), Branch Office Managers (BOMs), and Regional Managers to demonstrate the value of advice beyond investments and help advisors incorporate a planning based approach that allows them to drive revenue and better serve their clients while positioning their practice for future growth. As an integral part of the Practice Management Group (PMG), the BDC will partner with advisors and leverage home office resources including Practice Management and Training (PMT), Marketing, Wealth Management, Learning and Teaming specialists.  The preferred location for this position is a Janney office in the Western Region (D.C., Western PA, Ohio)

Responsibilities Include:

 

  • Build relationships with BOMs and FAs in the region to support the growth of advisory business and planning centric practices.
  • Support business growth among the FAs in the region by effecting a change in thinking toward a planning and advice centric model. 
  • Research best practices in the industry through analysis of our top FAs, industry experts, and home office resources, and deliver that information clearly and effectively to the region.
  • Encourage and assist FAs in leveraging Janney’s Wealth Management Department, including Advisory Services, Retirement Plan Services, Wealth Planning, Financial Planning and Investment Solutions.
  • Educate FAs on Janney’s financial planning capabilities and best practices.
  • Provide additional financial planning training support in conjunction with our Wealth Planning department. This includes a working knowledge of NaviPlan.
  • Work closely with Marketing and Wealth Management to support advisor business development and client servicing efforts. 
  • Work closely with our teaming specialist, regional managers and BOMs to help FAs build effective teams and succession planning.

 

Required Experience and Skills:

 

  • Bachelor’s degree or equivalent work experience.
  • 7-10 years of experience in the investment industry.
  • Client facing financial planning and/or investment advisory experience preferred.
  • FINRA Series 7 & 66 (63 & 65) required (or ability to obtain within 6 months).
  • Certified Financial Planner (CFP) or ChFC designations preferred.
  • Ability to communicate complex ideas in a compelling, actionable way.
  • Strong attention to detail.
  • Strong interpersonal skills and able to work well both individually and collaboratively.
  • Ability to work well under pressure to meet deadline in a fast-paced environment.
  • Strong time management skills.
  • Technically proficient in Microsoft Office Products.
  • Skilled at critical thinking.
  • High ethical standards.
  • Must be able to travel extensively within the Western footprint (60-70%).

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 accommodations to applicants with physical and/or mental disabilities.

Other details

  • Pay Type Salary
  • Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, Pennsylvania, United States of America