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 developing new client relationships through independent prospecting efforts, managing existing client relationships, and assisting senior Financial Advisors (FAs) with management of their client relationships. The training period generally lasts a total of six years. This individual must be knowledgeable of and comply with all rules and regulations of the firm as well as the various regulatory agencies. RESPONSIBILITIES- Develop client list for which he/she will be the primary relationship officer
- Work collaboratively with management, an FA or FA team to further industry knowledge and to identify financial options and formulate investment strategies for clients
- Meet with current or prospective clients to collect and discuss financial information and objectives
- Profile clients to identify investment objectives and risk tolerance and use knowledge of investments, taxes, and insurance to recommend financial options to individuals in accordance with each individual’s short-term and long-term goals (e.g., retirement and estate planning, funding for college, and general investment options)
- Offer investment ideas based on firm research and asset allocation strategies tailored to the risk profile and investment objectives of his/her clients
- Provide asset allocation advice and build an investment plan to meet clients’ investment objectives that includes fee-based/managed products as well as individual equities and bonds
- Work with Janney Wealth Management to develop new investment solutions in response to client demands and industry trends
- Participate in client meetings with senior FAs to assist in bringing additional assets and strengthening relationships
- Continue to develop knowledge of financial products and markets and the regulatory landscape
- Develop business plans focusing on asset growth and increased revenue
- Coordinate the purchase and delivery of investment products that are consistent with clients’ financial goals
- Series 7; 63 and 65, or 66 and life and health licenses
- Undergraduate Degree with an emphasis on business and communications preferred
- Ability to work in a fast-paced, deadline driven environment
- Strong written and oral communication skills required
- Critical thinking skills
- High ethical standards
This position will work out of both the Pittsburgh, PA and New Castle, PA offices.
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 Parental 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.
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
- Series 7 license
- Series 63 and Series 65 licenses, or Series 66 license
- Life and health insurance licenses
- Undergraduate degree with an emphasis in business and communications
- Ability to work in a fast-paced, deadline-driven environment
- Strong written and oral communication skills
- Critical thinking skills
- High ethical standards
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.
