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Janney Montgomery Scott LLC, 2200 Georgetown Drive, Sewickley, PA, USA ● Req #1052Wednesday, May 11, 2022This individual will provide administrative, client, and marketing support to one or more Financial Advisors (FAs) to enhance and grow their business. Roles and responsibilities may vary dependent upon the FA or team structure. Demonstrates competence in all major areas of responsibility and operates with guidance from a Branch Office Manager or Branch Operations Manager. MAJOR RESPONSIBILITIES Assist FAs in the ongoing development and maintenance of effective client ...Read more about Private Client Associate - Wexford, PAMore
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Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA ● Req #1035Thursday, May 5, 2022The Client Reporting Analyst is responsible for supporting the firm’s client reporting efforts through quarterly and ad-hoc performance report delivery. Responsibilities Include: Reconcile accounting system positions Evaluate daily and monthly performance numbers to ensure accuracy Respond to service inquiries from Janney Financial Advisors and firm management Input outside custodian statement data into our system Cre ...Read more about Client Reporting AnalystMore
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Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA ● Req #1046Wednesday, May 4, 2022The individual selected for this role will be responsible for analyzing data extracted from Firm records and other sources, to assess compliance with regulatory requirements and Firm policies, adherence to suitability standards, and appropriateness of rationale for account activity based on facts and circumstances. This position requires the ability to grasp complex concepts coupled with a general understanding of the various different risk measurement and analytics, quantitative modeling, and ...Read more about Compliance Analyst - SurveillanceMore
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Janney Montgomery Scott LLC, 1070 Yard Street, Columbus, OH, USA ● Req #1022Thursday, April 28, 2022This individual will provide administrative, client, and marketing support to one or more Financial Advisors (FAs) to enhance and grow their business. Roles and responsibilities may vary dependent upon the FA or team structure. Demonstrates extreme competence in all major areas of responsibility and operates with a relatively high level of independence. This individual will possess a Series 7, 63 and 65, or 66. Major Responsibilities: Work independently with all home ...Read more about Registered Private Client Associate - Columbus, OHMore
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Janney Montgomery Scott LLC, 1166 Avenue of the Americas, New York, NY, USA ● Req #1033Monday, April 25, 2022The Equity Sales Trading Associate will be given opportunity to work with seasoned members of the Janney Montgomery Scott Sales & Trading team. Analysts will work with trading desk producers, starting with attending the morning research analyst meeting and working throughout the trading day helping the senior salespeople articulate equity research ideas to client portfolio managers RESPONSIBILITIES: Analyst will join investment calls and over time be trained to help clients pic ...Read more about Equity Sales and Trading AssociateMore
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This individual will provide administrative, client, and marketing support to one or more Financial Advisors (FAs) to enhance and grow their business. Roles and responsibilities may vary dependent upon the FA or team structure. Demonstrates extreme competence in all major areas of responsibility and operates with a relatively high level of independence. This individual will possess a Series 7, 63 and 65, or 66. Major Responsibilities: Work independently with all home ...Read more about Registered PCA - Richmond West, VAMore
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Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA ● Req #975Tuesday, April 5, 2022The Middle Office Operations Associate will primarily act as a liaison between the Equity and Fixed Income Institutional Trading Desks. This individual will ensure overall trade processing, handle trade problems and corrections, and oversee regulatory reporting of fixed income trading. Additionally, this individual will support the Private Client Group (PCG) with handling of any Retail Trading issues and corrections as needed and will interact with Compliance and other Operations departments a ...Read more about Operations Trade Support AssociateMore
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Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA ● Req #997Friday, April 1, 2022POSITION SUMMARY:The Internal Annuity Consultant will work jointly with the Director of Insured Solutions Consulting and the External Insured Solutions Consultant to assist in driving annuity and insurance sales and revenue objectives. The Consultant will provide daily support to Janney’s financial advisors with a multitude of activities including responding to financial advisor’s questions via phone calls & e-mails, making proactive outbound calls, data collection/analytics and marketing suppor ...Read more about Internal Annuity ConsultantMore
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Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA ● Req #888Tuesday, March 29, 2022The Janney Wealth Planning team creates, delivers and helps implement customized Financial and Estate plans to clients of the firm. The needs of these clients may range from simple to complex and the clients themselves are often High or Ultra High Net Worth individuals. The responsibility of the team, which consists of attorneys, accountants and professional planners, is to help our Financial Advisors (FAs) match our firm’s comprehensive services, solutions and strategies to fulfill the needs ...Read more about Financial PlannerMore
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Federal Hill-Montgomery, Baltimore, MD, USA ● Req #983Monday, March 28, 2022This individual will provide administrative, client, and marketing support to one or more Financial Advisors (FAs) to enhance and grow their business. Roles and responsibilities may vary dependent upon the FA or team structure. Demonstrates competence in all major areas of responsibility and operates with guidance from a Branch Office Manager or Branch Operations Manager. MAJOR RESPONSIBILITIES Assist FAs in the ongoing development and maintenance of effective client ...Read more about Private Client Associate - Federal Hill, MDMore
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Janney Montgomery Scott LLC, 1021 E. Cary Street, Richmond, VA, USA ● Req #967Tuesday, March 8, 2022This individual will provide administrative, client, and marketing support to one or more Financial Advisors (FAs) to enhance and grow their business. Roles and responsibilities may vary dependent upon the FA or team structure. Demonstrates competence in all major areas of responsibility and operates with guidance from a Branch Office Manager or Branch Operations Manager. MAJOR RESPONSIBILITIES Assist FAs in the ongoing development and maintenance of effective client ...Read more about Private Client Associate - Richmond, VAMore
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Janney Montgomery Scott LLC, 1875 NW Corporate Blvd, Boca Raton, FL, USA ● Req #644Friday, February 25, 2022This individual will provide administrative, client, and marketing support to one or more Financial Advisors (FAs) to enhance and grow their business. Roles and responsibilities may vary dependent upon the FA or team structure. Demonstrates competence in all major areas of responsibility and operates with guidance from a Branch Office Manager or Branch Operations Manager. MAJOR RESPONSIBILITIES Assist FAs in the ongoing development and maintenance of effective client ...Read more about Private Client Associate - Boca Raton, FLMore
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Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA ● Req #957Friday, February 25, 2022The Deputy Chief Compliance Officer (DCCO) supports all aspects of the Firm’s compliance functions related to the Private Client Group (PCG) and Capital Markets business lines and serves as a key leader in the broader Compliance organization. This includes ensuring that the Firm’s policies and procedures are reasonably designed to comply with all applicable laws and regulations, that supervisory and oversight controls are established and effectively administered, and that Janney is well posit ...Read more about Deputy Chief Compliance OfficerMore
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Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA ● Req #932Friday, February 11, 2022The Compliance Analyst - Licensing & Registration supports the insurance licensing and securities registration activities of the Firm and its registered persons. Licensing & Registration professionals play a critical role in insuring compliance with state and federal regulations. Job responsibilities associated with this position include, but are not limited to, the following: RESPONSIBILITIES Respond to in depth licensing and registration inquiries via phone and ema ...Read more about Compliance Analyst - Licensing and RegistrationMore
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Janney Montgomery Scott LLC, One PPG Place, Pittsburgh, PA, USA ● Req #938Wednesday, February 9, 2022This individual will provide administrative, client, and marketing support to one or more Financial Advisors (FAs) to enhance and grow their business. Roles and responsibilities may vary dependent upon the FA or team structure. Demonstrates competence in all major areas of responsibility and operates with guidance from a Branch Office Manager or Branch Operations Manager. MAJOR RESPONSIBILITIES Assist FAs in the ongoing development and maintenance of effective client relati ...Read more about Private Client Associate - Pittsburgh, PAMore
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Valley Forge, PA, USA ● Req #931Friday, February 4, 2022This individual will provide administrative, client, and marketing support to one or more Financial Advisors (FAs) to enhance and grow their business. Roles and responsibilities may vary dependent upon the FA or team structure. Demonstrates competence in all major areas of responsibility and operates with guidance from a Branch Office Manager or Branch Operations Manager. MAJOR RESPONSIBILITIES Assist FAs in the ongoing development and maintenance of effective client relati ...Read more about Private Client Associate - Valley Forge, PAMore
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Janney Montgomery Scott LLC, 1001 Franklin Avenue, Garden City, NY, USA ● Req #929Thursday, February 3, 2022This individual will provide administrative, client, and marketing support to one or more Financial Advisors (FAs) to enhance and grow their business. Roles and responsibilities may vary dependent upon the FA or team structure. Demonstrates competence in all major areas of responsibility and operates with guidance from a Branch Office Manager or Branch Operations Manager. MAJOR RESPONSIBILITIES Assist FAs in the ongoing development and maintenance of effective client relati ...Read more about Registered Private Client Associate - Garden City, NYMore
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Janney Montgomery Scott LLC, 5784 Widewaters Parkway, Syracuse, NY, USA ● Req #861Thursday, December 30, 2021The Operations Assistant works closely with the Branch Operations Manager or Branch Manager to ensure that all operations functions are promptly and accurately performed at the branch. The Branch Operations Assistant may be the primary liaison with home office departments including Operations, Human Resources, Compliance, Training and Private Client Group (PCG) Administration. MAJOR RESPONSIBILITIES Be knowledgeable of and comply with all firm policies and procedures. Be kn ...Read more about Branch Operations Assistant - Syracuse, NYMore
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Janney Montgomery Scott LLC, 2315 North Susquehanna Trail, York, PA, USA ● Req #850Wednesday, December 22, 2021This individual will provide administrative, client, and marketing support to one or more Financial Advisors (FAs) to enhance and grow their business. Roles and responsibilities may vary dependent upon the FA or team structure. Demonstrates competence in all major areas of responsibility and operates with guidance from a Branch Office Manager or Branch Operations Manager. MAJOR RESPONSIBILITIES Assist FAs in the ongoing development and maintenance of effective client relation ...Read more about Private Client Associate - York PAMore
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Harrisonburg, VA, USA ● Req #831Wednesday, October 13, 2021This individual will provide administrative, client, and marketing support to one or more Financial Advisors (FAs) to enhance and grow their business. Roles and responsibilities may vary dependent upon the FA or team structure. Demonstrates extreme competence in all major areas of responsibility and operates with a relatively high level of independence. This individual will possess a Series 7, 63 and 65, or 66 licenses. MAJOR RESPONSIBILITIES Work independently with all home office depar ...Read more about Registered Private Client Associate - Harrisonburg, VAMore