Account Executive Towson, MD

The RCR Wealth Advisors team is seeking a passionate individual to join our growing team. Responsible for working alongside a Financial Advisor Team to develop individualized financial plans assist with providing investment related analysis and advice as well as executing investment plans to existing and new client relationships. They will need to be comfortable taking a leadership role as our team strives to take our financial planning services to the next you are good at: Detail Oriented & Driven Thorough and rigorous attention to all details; Ability to manage multiple high-touch projects simultaneously with precision and accuracy; Takes initiative and ownership in all aspects of role from logistics to processes and is eager to learnDelivering Financial Guidance Keep current on market conditions firm research and available investment products and strategies. May use a financial planning approach during the delivery process. May act as a primary advisor for the accounts assigned to him/her by the FA Planning Expertise- Possesses deep knowledge of financial planning concepts and tools with the ability to analyze client data and build customized goal-based Solving & Critical Thinking Thorough and resourceful problem solver with a solutions-based approach to every situation; Proactively takes on challenges with optimism and a helpful attitudeCommunicationProviding excellent verbal and written services to clients including prompt accurate and timely attention to detail. Able to compose effective employee correspondence in accordance with established policies and proceduresTeam-Oriented: Must be comfortable collaborating with team members and other departments across the :Act as lead resource in complex planning topics such as tax mitigation asset location estate strategies equity compensation social security distribution planning charitable giving in client meetings and deliver advice to clientsCoordinate with other members of the team to make sure planning information is gathered filed and uploaded into MoneyGuide as an expert in financial planning topics and trends. Stay current on tax law estate regulations and capital market trendsContribute to monthly financial planning marketing posts related to personal finance and financial clients with investment advice based on team guidelines and asset allocation strategies tailored to the risk profile and investment objectives of the clientWhat you have:Naturally curious to to remain organized and detail oriented in a busy work environmentAmbition5 years of experience in financial planning/investment managementExpert knowledge in financial planning topics concepts and strategies. For example tax planning retirement distribution planning Medicare social security gifting charitable planning asset location asset allocation tax efficient advanced analytical and problem-solving skillsStrong interest in financial planning and investment managementAdvanced knowledge and hands on experience using financial planning software (Ideally MoneyGuide)Series 7 63 and 65 (or 66) designation preferred but not compensation package for this position consists of a base salary (with eligibility for an annual bonus/commission if applicable) as well as eligibility to participate in all company benefits offered by Janney to full-time employees including health dental medical coverage disability income protection life insurance PTO/vacation holidays 401(k) and Employee Ownership salary range for this position will be$75000 to $150000 with potential for 10-20% annual compensation packages at Janney are based on experience skills credentials and geographical location of each specific work for usBenefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employees 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 $2000 referral bonus Employee Ownership and Professional Development Assistance Plan designed to help you make the most of your life at work and at hometoday and in the future. Explore is an award-winning full-service financial services firm committed to understanding our clients needs and providing advice beyond 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. People are our strongest asset. We recognize that when our team members thrive our firm is more successful.