Account Executive - Midtown, NY

Janney is seeking a detail-oriented and organized team player to join our growing team as an Account Executive in Midtown, NY. This individual will work alongside the Financial Advisor Team, handling day-to-day operations and delivering personalized wealth management advice to clients.

Requirements

• 5+ years of experience in financial planning/investment management
• CFP designation or in the process of obtaining
• Advanced knowledge in financial planning topics, concepts, and strategies
• Strong oral and written communication skills
• Series 7, 63 and 65 (or 66) required

Benefits

• Paid Paternal Leave
• Paid Time Off
• 401(k) plan
• Health, dental, and medical coverage
• Disability income protection
• Life insurance
• PTO/vacation
• Holidays