Field-based consultant responsible for helping financial advisors identify and execute growth opportunities. Builds trusted relationships with advisors and branch leaders, reviews books and analytics, develops actionable growth plans, executes initiatives, coordinates internal specialists, and tracks results. The role requires frequent branch travel, strong relationship management, influence and sales skills, wealth management knowledge, CRM proficiency, and the ability to manage multiple opportunities independently.

Supports financial advisors with high-touch service for complex private wealth clients. Responsibilities include preparing financial planning analyses and meeting materials, coordinating client onboarding and service, assisting with portfolio and wealth planning strategies, managing client requests and communications, scheduling, follow-up, and improving workflows. The role offers mentorship and exposure to financial planning, investment management, estate and trust strategies, and relationship management.

Leads Janney’s expansion across West Coast or Southwest markets by establishing new offices, recruiting and developing financial advisors and branch leaders, driving advisor productivity and organic growth, and building an entrepreneurial culture. The role manages regional strategy, budgeting, resources, performance, profitability, risk management, and regulatory oversight while partnering with executive and corporate teams. Regular travel throughout the assigned region is required.