Career Center

RTD is a growing independent Registered Investment Advisory firm based in Philadelphia. We are seeking a full-time HR professional who will be responsible for overseeing, and will be held accountable for, all aspects of recruiting, supporting, and monitoring talent development. RTD’s team-oriented approach inspires a commitment to providing the highest level of client service with great integrity and honesty. Firm leadership is committed to fostering and preserving a culture of diversity, equity, inclusion, and belonging. People are our most valuable asset. The right person for this role will be instrumental in fostering a cheerful and productive workplace where everyone has an opportunity to realize their potential. Promoting our core values and continuing to shape our positive culture is a vital aspect of this role.

Responsibilities & Activities:

Talent Management and Recruiting

• Responsible for talent acquisition and recruitment processes
• Responsible for employee onboarding and terminations
• Coordinate and monitor staff training, development, and mentorship
• Ensure 30, 60, 90 day check-ins are completed
• Responsible for managing upkeep of RTD’s Learning Management System
• Undertake tasks around performance management
• Ensure effectiveness of performance management system through proper usage and updates
• Spearhead and participate in quarterly and annual employee performance reviews
• Responsible for ensuring we have adequate human capital in advance of anticipated growth
• Nurture, encourage, and support a thriving team culture

Employee Management

• Act as main point of contact for employees’ questions on HR-related topics, such as leaves, compensation, and other issues that may arise
• Take preventative measures to avoid employee issues or conflicts
• Address and resolve any conflicts effectively and promptly
• Implement and integrate new perks and benefits on a regular basis
• Organize team building activities
• Policies and Compliance
• Assist in development and implementation of human resource policies
• Ensure all employee records are up-to-date and confidential
• Ensure compliance with labor regulations and proper documentation to mitigate risk

Payroll and Benefits

• Administer employee benefits and leave
• Act as liaison with external partners, such as insurance vendors and payroll provider
• Assist bookkeeper with payroll by providing relevant employee information, such as PTO and work schedules
• Prepare annual compensation and benefits statements
• General oversight of Worker’s Compensation and unemployment claims

Required Knowledge, Skills & Abilities:

• Bachelor’s degree in human resource management, business administration, or relevant field
• Advanced degree, a plus
• HR certification required; SHRM preferred
• Proven experience as an HR professional
• Understanding of human resources policies and procedures
• Knowledge of employment/labor laws
• Excellent communication and people skills
• Aptitude in problem-solving
• Proficient with Microsoft Office Suite
• Capable of learning new tools and resources to effectively fulfill the requirements of the role
• A self-starting team player who can work independently
• Possess the ability to work under pressure and meet deadlines
• Passionately live our core values
• “Inspire to Thrive” through “Unparalleled Fiduciary Advice”

To be employed within the financial services industry, you will be required to pass a thorough background check. This includes DMV, credit and criminal.

We are working directly with a recruiter, so please do not contact our office.

Salary and Benefits:

Our competitive and comprehensive benefits range from a 401(k) plan to parental leave to early close on Fridays. Highlights include:

• Competitive base compensation
• Discretionary merit bonus
• Partnering for Success (PfS) incentive
• Client development and retention incentive
• Technology reimbursement
• Professional Development Budget
• Health & dental insurance
• Long-term disability
• Health advocate
• Health savings account
• Voluntary benefits
• 401(k) with matching and profit sharing

In order for you to have time for other passions, we offer:

• Hybrid workdays; flexible hours
• 3pm close on Fridays
• Day of service
• Company paid parental leave
• Company paid holidays
• Company paid time-off

To help you learn and grow, we are committed to an education stipend for each employee; RTD University coaching and mentorship program, personal financial guidance, and ownership opportunities.

Join the “RTD Life”

• Doing what you love
• With the people you love
• Making a HUGE difference
• Always learning and growing
• Having time for other passions
• Instructions for applying for this position:

Please submit a resume and cover letter in Word or PDF format to careers@rtdfinancial.com. Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss. Also, in your cover letter, please describe your three most defining characteristics or attributes. This exercise is meant to show us your writing skills and ability to follow directions as well as to help us get to know you. Please follow these instructions to ensure your resume will be reviewed. We look forward to your submission!

Equal Employment Opportunity

RTD Financial is committed to a policy of Equal Employment Opportunity, and we will not discriminate against an applicant or employee on the basis of age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique.

RTD’s diversity initiatives are applicable to our practices and policies on recruitment and selection; compensation and benefits; professional development and training; promotions, transferring, layoffs, terminations, social and recreational programs; and the ongoing development of a work environment built on the premise of gender and diversity equity.

We are seeking a Retirement Plan Consultant to join our Employer Retirement Plan Services team. This position offers the right candidate an amazing opportunity to serve our Employer Retirement Plan Sponsors and their plan participants and enjoy a career helping to shape the future of a highly committed and innovative financial planning firm. Candidates should passionately believe that client interests always come first.

Responsibilities include:

• Schedule and participate in client committee meetings; prepare agenda and meeting minutes with team input.
• Point person for participant inquiries, resolving issues that may arise and keeping the client informed when necessary.
• Oversee investment fund changes, participant notices and other department projects.
• Participate in development and delivery of participant education campaigns, including attendance at on-site and virtual meetings.
• Coordinate and lead team meetings to keep abreast of client matters and deliverables. 
• Stay abreast of changes in recordkeeper procedures and deliverables and communicate same to team and clients.
• Serve as a peer-resource and provide constructive feedback to the team.
• Opportunity to participate in RTD internal committee meetings.
• Assist team with ad hoc research projects as needed.
• Perform other duties as assigned.

In addition to the above, this candidate will be expected to:

• Responsibly manage assigned client and internal alerts and actions within CRM program.
• Setup and launch workflows and service monitors.
• Input actions resulting from client meetings into CRM and be accountable for follow-up.
• Support lead advisor by preparing for and taking notes during client meetings.
• Take ownership and accountability in managing service provider relationships.
• Efficiently manage calendar and time constraints.
• Proactively anticipating and resolving plan administration issues to ease client burdens.
• Effectively communicate in client & participant meetings.
• Demonstrate a commitment to RTD’s core competencies of teamwork, organization, communication, forward thinking/innovation, thoroughness/detail, and initiatives.
• Able to clearly communicate our firm’s philosophies and embrace our processes.
• Fully understand all business lines and identify opportunities for potential new business.
• Travel occasionally in the tri-state area

Key Qualifications and Characteristics

• BS or BA degree from accredited four-year university.
• 4+ Years of experience in financial services, ideally retirement plan industry.
• Enrollment in or willingness to acquire a professional designation such as CRPS, CPFA, QKA, AIF, Series 65.
• Presentation and intrapersonal skills in client meetings.
• Excel and PowerPoint proficiency.
• Proactive in team and client responsibilities.
• Completeness, accuracy and thoroughness of plan documentation and applications
• Organized, with acute attention to detail.
• Strong verbal and written communication skills.
• Genuinely caring by nature, empathetic and a good listener.
• Experience and comfort with working in a supporting role as part of a team.
• Self-starter, problem solver and goal-oriented team player with a ‘no job is beneath me’ attitude.
• Demonstrates curiosity and confidence when working with others.

Benefits

Our competitive and comprehensive benefits range from a 401(k) Plan to parent leave to early close on Fridays. Highlights include:

• Competitive Base Compensation
• Discretionary Merit Bonus
• Partnering for Success (PfS) Incentive
• Client Development and Retention Incentive
• Technology Reimbursement
• Health & Dental Insurance
• Long-term Disability
• Group Life Insurance
• Health Advocate
• Voluntary Benefits
• Health Savings Account
• 401(k) with Matching and Profit Sharing

So you have time for other passions, we offer:

• Hybrid Workdays and Flexible Hours
• 3pm Close on FridaysDay of Service
• Company Paid Parental LeaveCompany Paid Holidays
• Company Paid Time-Off

To help you learn and grow, we are committed to an education budget for each employee; RTD University coaching and mentorship program, personal financial guidance, and ownership opportunities.

Join the “RTD Life”

• Doing what you love
• With the people you love
• Making a HUGE difference
• Always learning and growing
• Having time for other passions

To Apply

Please send your cover letter, resume and answers to the following short essay questions (500 word maximum per question) to careers@rtdfinancial.com. All documents should be submitted in PDF format with the filename containing your first and last name. No Phone Calls!

1. Why would you like to work for RTD Financial?
2. What would you bring to RTD Financial that is unique?
3. What does it mean to you to put your client’s interest first?
4. What are your Core Values?

Equal Employment Opportunity

RTD Financial is committed to a policy of Equal Employment Opportunity and we will not discriminate against an applicant or employee on the basis of age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique.

RTD’s diversity initiatives are applicable to our practices and policies on recruitment and selection; compensation and benefits; professional development and training; promotions, transferring, layoffs, terminations, social and recreational programs; and the ongoing development of a work environment built on the premise of gender and diversity equity.

Fiduciary Trust International is a wealth management firm founded in 1931 by families for families, with a singular focus on growing and protecting our clients’ wealth through generations. We work closely with individuals, families and foundations to build and manage personalized investment portfolios, and to develop estate plans that extend wealth to future generations. And, we are part of Franklin Templeton, a global investment leader. That means we can combine a personalized experience with access to sophisticated research and investment solutions.

Fiduciary Trust International’s Radnor, PA office, approximately 30 minutes outside of Philadelphia, is hiring a Trust Counsel to join our office of 60 investment and trust professionals.

Click here to download the full job description.

Job Title: Estate Planning Case Manager (On-site in Berwyn Office)

About Us

Trucendent, based in Berwyn, Pennsylvania, empowers advisors to deliver holistic, multi-generational legacy wealth planning with innovative technology and services that unite advisors and clients, regardless of locale, through our network of attorneys and corporate trustee partners. We provide a digital experience for families to express their wealth management goals and an advice model that matches family objectives with appropriate estate planning strategies. The Trucendent platform intelligently automates the creation of estate plan recommendations and provides a communication platform for trustees, advisors, and families to collaborate.

About the Opportunity

Trucendent is seeking an Estate Planning Case Manager to draft and create Estate Plan Assessments for Financial Advisors.  Additionally, this candidate will be responsible for working closely with 3^rd Party Corporate Trustees and Financial Advisors when creating a new Trust or transitioning Trustees from one administrator to another and for coordination of corporate trustee appointments.

This person will work collaboratively with our corporate trustees and estate planning attorneys to provide relationship management, day-to-day tracking of plans and issue resolution and status reporting.  

Day In the Life of Case Manager

• Preparation of summary reviews of Estate Plans for use by the Financial Advisor
• Track and facilitate corporate trustee transitions
• Track and facilitate the funding of new trust accounts
• Collection of and an understanding of valuation and transfer of assets
• Proactive and collaborative interaction with Estate planning attorneys, financial advisors, and corporate trustees
• Organizing and maintaining documents in a paper and electronic filing system
• Meeting with clients, attorneys, and other professionals to discuss case details
• Analyzing statutes, decisions, and legal articles, codes, documents, and other data pertinent to the Trucendent business model
• Identification, due diligence and on-boarding of new estate planning attorneys to join the Trucendent Estate Planning Referral Network

Education, Skill, and Experience

Required

• JD
• Experience in law firm and/or trust company reviewing and/or drafting estate plans.
• Proficient in Microsoft Office applications such as Word, PowerPoint, and Excel.
• Ability to stay organized and multi-task efficiently in a fast-paced environment.
• Strong verbal and written communication skills.
• Willing to work in the office minimum three days a week.

Preferred

• An understanding of financial planning.
• Experience in trust company as trust officer or new business acceptance officer.

Physical Effort & Travel

• Prolonged periods sitting at a desk, working on a computer, and corresponding through phone, video calls, or email.
• Travel as needed.

Position Type and Expected Hours of Work

The work schedule for this position will be primarily Monday through Friday during typical business hours; however, based on the operational needs of this early-stage company, some work outside of typical business hours and during weekends will be required.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required in connection with this position.

Trucendent is an equal opportunity employer and makes hiring decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by applicable law.

Click here to apply.

Founded in 1956 by the Pew family to manage their charitable assets, Glenmede is among the nation's leading investment and wealth management firms. The company overseeing $43.6 billion of assets under management for high-net-worth individuals, families, family offices, endowment, foundation and institutional clients. Headquartered in Philadelphia, the firm has offices in Delaware, Florida, New Jersey, New York, Ohio, Pittsburgh and Washington, DC. For further information, please visit http://www.glenmede.com.

This position will operate in a hybrid work environment, 2-3 days per week in the office (Philadelphia, PA).

Overview:

This position is responsible for supporting the Estate and Trust Settlement Group with a range of tax and administrative related tasks to facilitate the settlement of estates and related trusts.

Responsibilities:

Prepare estate and inheritance tax. Prepare and review federal estate tax and inheritance tax returns and fiduciary income tax returns for estates and trusts where Glenmede is executor or agent for executor. Prepare and review gift tax returns for decedents and final life period income tax returns for decedents. Assist in the filing of those returns. Monitor and address tax notices. Research various estate, gift and trust related tax issues including generation-skipping tax issues.

Team support. Centralize firm practices for record keeping and monitoring of death related tax tasks. Attend internal meetings to review Glenmede’s tax and administrative responsibilities occasioned by accounts impacted by a client’s death. Monitor and or prepare death related tax filings when a client dies. Keep minutes of meetings and keep records on Customer Relationship Management software. Support the estate settlement function with special projects as assigned including collection of assets, payment of estate expenses, statement reconciliation, assembly and analysis of information necessary for completion of estate inventory, death tax returns, audits of tax returns and court accountings. Liaise with operations, tax and administrators to ensure proper tax and statement reporting for terminating accounts or accounts impacted by a client’s death. Support the trust settlement function with projects as assigned including review of trust documents, preparing internal paperwork necessary for opening and closing of accounts, coordinating distribution of accountings and receipt and releases to beneficiaries as needed. Perform other duties in connection with the administration of estates and termination of trusts, consistent with experience and technical knowledge and skills.

Firm Building. Active engagement in department-specific and firm-wide initiatives in order to expand capabilities, create solutions to unmet business needs, improve client experience, or develop more efficient processes. Ability and willingness to contribute to the advancement of team, office and business capabilities. Other duties as required by the position.

Required Qualifications:

• Bachelor’s degree or equivalent experience required
• A minimum of 3 years of experience in fiduciary duties regarding death taxes and fiduciary income taxes

Preferred Qualifications:

• Law degree or CPA strongly preferred
• Strong knowledge of Microsoft Windows, Word, Excel and Power Point
• Prior support experience with estate settlement and tax functions
• Prior experience with Global+, CRM, tax software, or ability to learn software
• Ability to interact with other employees
• Excellent organizational skills and detail orientation

Glenmede requires our employees to be vaccinated as a condition of employment, subject to reasonable accommodation as required by law. If you are hired, we will require that you either: 1) prove that you received your Covid-19 vaccine; or 2) obtain approval for a reasonable accommodation based on a sincerely held religious belief or disability.

Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment decisions at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of race, color, religious creed or belief, national origin, citizenship status, ethnicity, ancestry, age, physical or mental disability, HIV Status, sex including pregnancy, childbirth, breastfeeding or medical conditions related to breastfeeding, and medical conditions related to pregnancy or childbirth, gender, sexual orientation, gender identity and/or expression including a person’s actual or perceived gender-related self-image, appearance, behavior, expression, or other gender-related characteristic, regardless of the sex assigned to that person at birth, sexual and reproductive health decisions, marital, civil union or domestic partnership status, past or present military service, alienage or citizenship status, family medical history (including pregnancy), genetic information or characteristic, family or parental status, caregiver status, status as a victim of domestic violence, an individual’s status as having a known relationship or association with a member or members of a protected category, or any other status protected by the laws or regulations in the locations where we operate. Glenmede will not tolerate discrimination or harassment based on any of these characteristics.

** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede.

Heckscher, Teillon, Terrill & Sager, a boutique trusts and estates law firm in West Conshohocken, Montgomery County (immediately adjacent to Philadelphia, Pennsylvania) seeks a full-time associate with at least three to five years’ experience.

We are a firm of twenty-one attorneys, including nine ACTEC fellows, and seven paralegals, and our practice is among the largest in the Commonwealth of Pennsylvania.

Our high-end practice focuses on matters pertaining to estate and tax planning, estate settlement, trust administration, gift tax planning, closely-held business planning, estate and trust litigation, charitable planning, and guardianships, special needs trusts and settlement trusts.

Our ideal candidate will have experience in a large firm or boutique setting with a practice focused on trusts and estates, and will have strong attention to detail, ability to work independently, good organization skills and excellent communication skills.

We offer a competitive salary and generous benefits package including health and dental insurance, generous 401(k) matching, PTO, disability and life insurance. We pride ourselves on having a collegial and cooperative working environment.

Email cover letter, resume and law school transcript to: apaisley@htts.com. We are not accepting resumes from search firms at this time.

For more information on our firm, visit our website at: www.htts.com.

Heckscher, Teillon, Terrill & Sager, a boutique trusts and estates law firm in West Conshohocken, Montgomery County (immediately adjacent to Philadelphia, Pennsylvania) seeks a full-time or part-time staff attorney with a minimum of three years’ experience.

We are a firm of twenty-one attorneys, including nine ACTEC fellows, and seven paralegals, and our practice is among the largest in the Commonwealth of Pennsylvania.

Our boutique practice focuses on matters pertaining to estate and tax planning, estate settlement, trust administration, gift tax planning, closely-held business planning, estate and trust litigation, charitable planning, and guardianships, special needs trusts and settlement trusts. This position will focus primarily on estate and tax planning and drafting.

The candidate will have experience in a large firm or boutique setting with a practice focused on trusts and estates, and will have strong attention to detail, ability to work independently, good organization skills and excellent communication skills.

We offer a competitive salary and generous benefits package including health and dental insurance, generous 401(k) matching, PTO, disability and life insurance. We pride ourselves on having a collegial and cooperative working environment.

Email cover letter, resume and law school transcript to: apaisley@htts.com. We are not accepting resumes from search firms at this time.

For more information on our firm, visit our website at: www.htts.com.

You are an experienced trust administrator, and you are looking for your next role and a new company. You take pride in doing a quality job and behaving with integrity at every turn, and you want to work for and with people who share your values. You are tenacious, detail‐oriented, and customer service‐focused, and you love being part of a close‐knit team. It’s important to you to take on a new challenge, hence your interest in this “Senior” Trust position; at the same time, you know that a key element of the job remains the same: supporting clients and supporting colleagues on the Trust Team.

Click here to download the full job description.

At Brown Brothers Harriman, we believe no job is too big or small for any of us to handle if it helps our clients. We value passionate, committed people who enjoy collaborating with others to find new solutions to complex business challenges. We are looking for the type of person who speaks their mind, truly listens to our clients, and steps outside their role to add value wherever they can. Someone who is driven to get things done and views obstacles as an exciting challenge that demands a creative solution. Above all, we seek someone who takes great pride in their work and is inspired and motivated by their role in protecting and enhancing our client’s financial well-being.

If you are looking for an entrepreneurial environment where you can learn and thrive, Brown Brothers Harriman is the right place for you.

Brown Brothers Harriman is currently recruiting a Wealth Planner to join our Private Banking team in Philadelphia. In this role you will support the Senior Wealth Planner in Philadelphia and work directly with the Relationship Management and Banking teams to help deliver proactive and integrated trust, estate, philanthropic and tax guidance to the firm’s current and prospective Private Banking clients. You will represent the firm by actively engaging with the local trusts, estates and tax community to keep your knowledge base up to date and foster valuable connections. This role may be subject to a part-time schedule or a flexible work arrangement that incorporates telecommuting.

Some of your key responsibilities include:

Relationship Management:

Providing support to the Senior Wealth Planner by reviewing estate planning documents, preparing materials for client presentations, and analyzing complex estate planning, tax, trust, and philanthropic issues.

Serving as a trusted advisor directly to Private Banking clients by combining estate planning education, analysis, and guidance with a proactive ability to assist with related investment and asset allocation issues.

Serving as a resource for the Relationship Management teams and Bankers on trust administration and estate planning issues to ensure the highest level of client service and satisfaction.

Business Development:

Contribute to the growth of the Private Banking business through obtaining referrals and gathering additional assets from existing clients.

Make an important contribution to winning the business of prospects identified by others by developing strong relationships with these potential clients through value-add advice and guidance.

Author articles on internal and external publication platforms and speak at external engagements if needed.

Build a network of contacts in high-net worth communities by actively participating in legal associations, community-based organizations, charity boards, nonprofit events, and other channels

Work with Wealth Planners, Regional Trust Heads, Team Leaders, and event planners across Private Banking to plan and execute specific BBH sponsored marketing materials and events.

Qualifications:

JD, CPA, or CFP required; LLM or CTFA a plus

Minimum 4 years of experience as a practicing trusts and estates lawyer, CPA, CFP, or trust officer with a focus on family office and/or estate planning, in either case working directly with a high-net worth client base (>$10 million)

Strong understanding of sophisticated estate planning techniques appropriate for high-net worth clients

Experience preparing materials to illustrate client estate plans using programs like Numbercruncher, Excel, PowerPoint, and eMoney.

Ability to multitask and independently problem solve

Strong networking skills

What We Offer:

A collaborative environment that enables you to step outside your role to add value wherever you can

Direct access to clients, information, and experts across all business areas around the world

Opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm

A culture of inclusion that values each employee’s unique perspective

High-quality benefits program emphasizing good health, financial security, and peace of mind

Rewarding work with the flexibility to enjoy personal and family experiences at every career stage

Volunteer opportunities to give back to your community and help transform the lives of others

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.

Full time

Click here to apply.

The Senior Tax and Estate Planner will be advising Janney clients and their families through their unique and complex investment journeys by providing advanced estate planning, income tax and financial planning analysis. This person will provide tailored financial strategies to high-net-worth clients (“HNW”) by partnering with Janney’s HNW consulting team and advisors to review and analyze complex client needs and goals. As a member of the trusted advisor’s team of specialists providing an exceptional client experience the Sr Tax and Estate Partner will play an instrumental role in making sure their legacy benefits the heirs and charities they care about the most.

This role can be based in any of the following Janney locations: Philadelphia, PA, Cleveland, OH, Cincinnati, OH, Columbus, OH, New York, NY, Pittsburgh, PA; Boston, MA, Baltimore, MD; Washington, DC, Richmond, VA, Columbia, SC, Charlotte, NC, Nashville, TN, Atlanta, GA, Palm Beach, FL, or Miami, FL.

Primary Responsibilities:

Leverage expert knowledge of complex income and estate tax as well as financial planning topics to develop holistic solutions for clients and prospects of the HNW Consulting group, with investable assets of over $10MM+.

• Provide thought leadership on advanced estate, wealth transfer and income tax planning strategies; executive compensation issues; business owner transition; asset protection; insurance planning; and suitability of prospective trusteeships
• Partner with HNW Consulting team to strengthen relationships with advisors and clients
• Create and facilitate workshops for clients on recent and relevant tax and estate planning topics.
• Review, analyze and summarize complex income tax returns and estate and trust planning documents.
• Write educational articles and training classes for advisors on recent and relevant tax and estate planning topics, as well as on new tax laws on the impact of the laws on our industry and clients.
• Write expert financial insights for clients on recent and relevant tax and estate planning topics, for publication on Janney website and in national publications.
• Proactively engage in the growth and development of teammates within the Advanced Planning Team. Regularly collaborate, offer guidance, suggestions, while teaming with colleagues in the Advanced Planning team.
• Create strong relationships with external COI’s (attorneys and accountants), to ensure quality network.

Required Qualifications and Skills:

• 10+ years of experience in the financial services industry required.
• Possess at least one of the following: JD, LLM, MS in Taxation, CPA
• MSFS, ChFC, CFP, CPA, CFA, or comparable advanced knowledge course of study preferred
• Series 7 and 66 preferred.
• Advanced communication, presentation, and relationship skills.
• Proficiency using financial planning software or tools and interpreting results.
• Knowledge of wealth management industry trends and developments.
• Strong client relationship, communication, leadership, and interpersonal skills.
• Demonstrated advanced written, verbal, problem solving, and analytical skills.
• Proven experience with group facilitation, presentations, and public speaking.
• Ability to synthesize complex technical knowledge of issues relating to financial planning including, but not limited to income tax, investments, debt management, retirement planning, employee benefits, stock options, insurance, estate planning, and business planning for clients.
• Ability to travel 30-50% of the time.

Individuals hired to work for a team/manager based in our Philadelphia Corporate Headquarters, individuals will be required to show proof of vaccination per our Philadelphia Corporate Headquarters' policy.