About this role
Senior Wealth Planning Associate - Columbus, OH at Janney. Location: Columbus, Ohio, United States. Role: gathering data, developing recommendations, advising clients Requirements: 2+ years financial planning experience, CFP and Series 7/63/65 (or 66) required, bachelor’s degree, must obtain insurance license within 12 months, MoneyGuide experience, strong analytical and communication skills. Category: Finance and Accounting Seniority: Entry Level Tools: MoneyGuide Certifications: cfp, series 7, series 63, series 65, series 66, insurance Commitment: Full Time Workplace: Onsite Languages: English