Senior Financial Planner

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 Senior Financial Planner will provide financial planning expertise and support to Janney's High Net Worth (HNW) Households and the Financial Advisors that serve them. This individual plays a key role in marketing, preparing, and delivering financial plans to help grow, retain, and manage HNW client relationships.

What you are good at :

• Financial Planning Expertise - Possesses deep knowledge of financial planning concepts and tools, with the ability to analyze client data and build customized, goal-based plans. Proficiency in leveraging financial planning software, preferably MoneyGuidePro
• Communication & Presentation Skills - Delivers clear, confident presentations that simplify complex financial topics and engage both clients and advisors. Adapts communication style to the audience and consistently builds trust through professionalism and clarity.
• Relationship Management & Advisor Collaboration - Builds strong, collaborative relationships with Janney financial advisors and their clients by being responsive, reliable, and solutions-oriented. Acts as a trusted partner to advisors, supporting their business growth and enhancing the client experience.

Responsibilities :

Represent and promote the Janney's HNW offerings by speaking at industry conferences and client facing events.

What you have :

Required Skills :

Why work for us?

Benefits : Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee's life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, and Professional Development Assistance Plan designed to help you make the most of your life at work and at home-today and in the future. Explore further.

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. Fostering a positive workplace experience remains a top priority. We've earned the Great Place to Work® certification, which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.

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.