Wealth Planning Associate Growth, CFP Path, PTO

Janney Montgomery Scott

Columbus, OH

JOB DETAILS
SKILLS
Customer/Client Research, Financial Planning, Loans, Wealth Management
LOCATION
Columbus, OH
POSTED
1 day ago

Janney Montgomery Scott LLC in Columbus, OH invites an experienced financial planning professional to join our Buckeye Capital Advisors team, crafting tailored financial plans and delivering wealth management guidance.You will gather client data, profile investment and lending needs, and work with the team to implement asset allocation and strategy while staying compliant with firm policies.#J-18808-Ljbffr

About the Company

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Janney Montgomery Scott

Janney is a full-service, financial services firm committed to helping clients meet their investment, retirement and business goals. We foster a professional, respectful and team-oriented culture where each employee can use their talents to thrive and grow with the firm. Our corporate culture rewards both individual and team successes and is the driving force behind building strong, long-lasting client relationships. Our mission is to be the highest standard of success in financial relationships. We are focused on relentless integrity and putting clients first. When combined with our shared values, a spirit of continuous improvement and a strong commitment to diversity, we create a team of employees who are passionate about achieving successful results for our clients.

COMPANY SIZE
1,500 to 1,999 employees
INDUSTRY
Financial Services