Internal Advisory Consultant

The Internal Advisory Consultant will be responsible for providing day-to-day marketing and service-related support to Financial Advisors (FAs) with respect to Janney’s Advisory platform. The Consultant will be domiciled in the Philadelphia, PA office. This position will be an initial point of contact for FAs, vendors, and other Janney personnel.   What you are good at: Communication – Must be able to effectively communicate verbally and in writing with internal Janney stakeholders and our financial advisors. Building Relationships – Connecting with others in a way that fosters trust, creates collaborative relationships, and preserves established team culture. Initiative – Proactively look for opportunities to enhance our business processing framework and be involved in team projects. Analytical ability – Able to effectively review information and data to identify issues and opportunities.     Responsibilities: Provide investment consultation and advice to Financial Advisors as they navigate the Advisory Platform in search of the most appropriate options for their clients, and for their business model. Function as subject matter expert for Advisory Solutions’ Investment Screener and Portfolio Construction Tool “PCT” and other related Wealth Management technology and deliver presentations (live and virtual). This includes responding to questions on how to use Janney technology to grow their advisory assets. Provide timely and accurate responses to FAs and Private Client Assistants (PCAs), using attained and continually enhanced knowledge base; Research and communicate appropriate investment recommendations utilizing a wide variety of investment vehicles. Interact with Janney’s ‘Strategic Partner’ firms, such as Separate Account Managers and Mutual Fund providers to request service and product support, learn product features and resolve all FA/client and service-related issues. Facilitate operational, service and account-level issues using appropriate communication and technology tools. Must be highly effective in dealing with Operations, Research, and other Janney personnel, as required by business needs. Must possess the confidence and a degree of comfort with respect to public speaking; all members of Advisory Consulting rotate the responsibility of speaking on firm sales calls and Webex sessions to highlight specific themes. Minimal travel may be required to support our Regional Consultants Proactive individual achiever who raises their hand on tasks such as delivering on call campaigns on various topics and themes based on data aggregation.   Qualifications and experience: 3- 5 years of experience in Investment or Financial Services Industry Bachelor’s Degree or equivalent experience Ability to effectively multi-task and meet competing deadlines. Strong oral and written communications skills Initiative-taking/self-starter; able to work in a fast-paced and demanding environment. Analytical, problem solving, and savvy organizational skills are critical. Proficient in Microsoft Office: Outlook, Excel, PowerPoint, and Word Series 7 and 66 (or 63 and 65) required. Additional and ongoing educational requirements as required. Knowledge of Investment Products – Familiarity with Separately Managed Accounts (‘SMAs’), mutual funds, ETFs, and individual securities is required as part of the ongoing practice management and problem-solving aspects of the role.   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 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.