Financial Advisor Associate - South Kingstown, RI
Work with existing Top 100 Team that consists of two Senior FAs and two Private Client Associates. Learn how they run their practice, including Financial Planning, Social Security Strategies, Estate Planning Strategies, Investment Management, Cash Flow Management, Bucketing Assets, Tax Bracket Management, Client Engagement & Gifting.
Opportunity to build your own practice while you learn and assist with existing 170 household practice that generates $1.4mm year in revenue.
Must be knowledgeable of and comply with all rules and regulations of the firm as well as the various regulatory agencies.
Critical Thinking Skills
High Ethical Standards
Series 7; 63 and 65, or 66 and insurance license
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.
- Pay Type Salary
- Janney Montgomery Scott LLC, 36 South County Commons Way, South Kingstown, Rhode Island, United States of America