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Account Executive - Midtown, NY at Janney

Compensation

$80,000 – $90,000/yr

Location
New York
Type
Full-time
Level
mid
Posted

Description

Janney is hiring a Financial Advisor to work with a Financial Advisor Team developing individualized financial plans, providing investment analysis and advice, and executing investment plans for existing and new client relationships. The role may serve as a primary advisor for assigned accounts, coordinate investment, fiduciary, and lending solutions, and support client meetings. A bachelor’s degree and five years of relevant financial-services experience are preferred, along with Series 7, 63/65 or 66, and a life insurance license or ability to obtain the license within six months. The position offers a base salary of $80,000 to $90,000, with potential annual bonus or commissions and eligibility for company benefits.

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