Account Executive - Aiken, SC
Janney Montgomery Scott LLC - Aiken, SC
Hiring: Account Executive - Aiken, SC Company: Janney Montgomery Scott LLC Location: Aiken, SC Job Posted Time: 2026-09-10 11:52:12 Target Skills & Keywords : CFP, Financial Planning, Series 7 About the job Experience: •5 years of relevant work experience in financial services preferred. Required Skills: •Lead and oversee 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. Qualifications: •Bachelor’s Degree and 5 years of relevant work experience in financial services preferred. •Series 7, 63/65 or 66 and a life insurance license (or become life licensed in 6 months). •Commitment to professional growth, with the expectation to obtain the Certified Financial Planner (CFP) designation in the future. •Demonstrated passion and genuine interest in financial markets. •Strong oral and written communication skills. •Demonstrated capacity to manage their own time to support the overall goals of the team. •Demonstrated capacity to work in a fast-paced, deadline-oriented environment. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!