Advisor Marketing Consultant

Philadelphia, PA, United States

Janney Montgomery Scott LLC, Philadelphia, Pennsylvania, United States of America

Job Description Posted Monday, March 18, 2024 at 4:00 AM

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.

Reporting to Manager, Advisor Marketing & Communication, the Advisor Marketing Consultant will support the marketing initiatives of Janney’s Financial Advisors and their teams (Private Client Group) through developing multi-channel marketing and client communication campaigns. In addition, the Advisor Marketing Consultant will serve as liaison to communicate priority content, platform updates, and best practices to Janney’s Financial Advisors and their teams.

Position includes 10% travel to select branch office locations within Janney’s regional footprint.

What you are good at

Building Relationships – Demonstrating the ability to build and foster strong, collaborative relationships through service with internal clients (Financial Advisors), team members, and other departments across the organization in order to achieve shared objectives.

Communication– Providing excellent verbal and written services to Financial Advisors and their teams, including prompt, accurate, and timely attention to detail. The ability to communicate effectively with internal clients using empathy and persuasion.

Initiative - Proactively utilizing available technology and tools to support efficient and effective time management; Able to assist inquirers with information needed; Knowledgeable, in accordance with established policies, of all firm technology necessary to provide quick responses.

Motivated Muti-Tasking –Thorough and rigorous attention to all details; Ability to manage multiple high-touch projects simultaneously with precision and accuracy; Takes initiative, ownership, and possesses a willingness to learn.

Problem 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 attitude.

Prioritizing -Operate in a fast-paced environment effectively managing competing priorities and responsibilities to meet critical deadlines.

What you have

Requirements:

3-5 years of marketing communications experience and/or financial services experience preferred

Relationship management and/or customer success experience preferred

Client service oriented, positive demeanor, able to handle high volume, multiple priorities

Excellent communication, organizational, and problem-solving abilities

Superior time management and organization;expertise in meeting tight deadlines and tracking projects delivered

Proficient in Workfront Project Management software preferred, not required

Proficient writing, editing, and proofreading skills

Proficient in MS Office Suite: Word, Excel, PowerPoint

Working knowledge of Constant Contact, Google My Business, Google Analytics, GoDaddy preferred

Takes initiative and is self-motivated

Exhibits strong interpersonal skills, carries superior commitment to client service, and maintains professionalism

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 Paternal 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. Attracting, hiring, and retaining diverse talent is a priority for the firm. We succeed because of the people who choose to work here; the depth of their skills, experiences, diversity of thoughts and backgrounds.

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 accommodationsto applicants with physical and/or mental disabilities.

Janney Montgomery Scott LLC, Philadelphia, Pennsylvania, United States of America

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