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.
Responsible for 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. This individual must be knowledgeable of and comply with all rules and regulations of the firm as well as the various regulatory agencies.
What you are good at
- Financial Guidance – Keep current on market conditions, firm research and available investment products and strategies. May use a financial planning approach during the sales and delivery process. May act as a primary advisor for the accounts assigned to him/her by the FA Team.
- Initiative - Assists the FA Team to implement a defined asset allocation and investment strategy. Offers investment ideas and advice beyond investments based on firm resources, team guidelines and asset allocation strategies tailored to risk profiles and investment objectives. Implements a client service strategy within the FA Team’s guidelines to ensure high quality client service.
- Building Relationships – Meets with and profile existing and new client relationships to identify investment and lending needs and coordinate the delivery of investment, fiduciary and lending solutions to satisfy those needs (e.g., retirement and estate planning, funding for college, and general investment options). May participate in client meetings to assist in bringing additional assets and strengthening relationships.
What you have
- 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.
- Detail oriented.
- Ability to manage their own time to support the overall goals of the team.
- Ability to work in a fast-paced, deadline-oriented environment.
- Critical thinking skills.
- High ethical standards.
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. Fostering a positive workplace experience remains a top priority. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.
Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.
Skills Required
- Bachelor's degree
- Five years of relevant financial services experience
- Series 7 license
- Series 63, 65, or 66 license
- Life insurance license, or ability to become life licensed within six months
- Expectation to obtain the Certified Financial Planner designation in the future
- Strong oral and written communication skills
- Detail-oriented work style
- Ability to manage time independently
- Ability to work in a fast-paced, deadline-oriented environment
- Critical thinking skills
- High ethical standards
- Passion and genuine interest in financial markets
Janney Montgomery Scott LLC Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Janney Montgomery Scott LLC and has not been reviewed or approved by Janney Montgomery Scott LLC.
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Retirement Support — A 401(k) with company match plus profit sharing is part of the package, with indications of a match improvement in 2026. Profit sharing is highlighted as a meaningful component of total rewards for eligible employees.
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Equity Value & Accessibility — An employee ownership program is available to eligible employees and has been emphasized following the change in ownership. Broad‑based equity plans are positioned as a potential long‑term value add.
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Parental & Family Support — Paid parental leave for primary and secondary caregivers, along with adoption and fertility assistance, signals robust family support. Additional resources such as pregnancy/postpartum and midlife support extend the coverage.
Janney Montgomery Scott LLC Insights
What We Do
Janney Montgomery Scott LLC is a leading financial services firm dedicated to putting client needs first. We are committed to providing the best in financial and investment advice to help our clients toward their personal or business goals. We focus on building strong client relationships, supported by a foundation of trust and performance. Janney provides advice to individual, corporate and institutional clients. Our expertise includes guidance about asset management, corporate and public finance, equity and fixed income investing, equity research, institutional equity and fixed income sales and trading, investment strategy, financial planning, mergers and acquisitions, public and private capital raising, portfolio management, retirement and income planning, and wealth management. Janney is an independently-operated subsidiary of The Penn Mutual Life Insurance Company and is a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). Janney is dedicated to providing financial industry professionals the opportunity to achieve their personal best. We foster a professional, respectful and team-oriented environment where employees can use their talents to thrive and grow with the firm. Our culture rewards both individual and team success and is the driving force behind our strong, long-lasting client relationships.
