- Location
- Janney Montgomery Scott LLC, 101 Nesbitt Road, New Castle, Pennsylvania, United States of America · Janney Montgomery Scott LLC, One PPG Place, Pittsburgh, Pennsylvania, United States of America
- Workplace
- Onsite
- Type
- full-time
- Seniority
- Entry
- Education
- Bachelor
- Industry
- Finance
- Category
- Sales
- Role type
- Individual Contributor
- Environment
- Office
- Source
- Dayforce
Overview
As a Financial Advisor Associate at Janney, you'll develop new client relationships through prospecting and manage existing client relationships. You'll work with senior Financial Advisors to identify financial options and formulate investment strategies tailored to clients' objectives and risk tolerance. Responsibilities include meeting with clients, profiling their investment needs, offering investment ideas based on firm research, and coordinating investment product delivery. This role requires Series 7, 63 and 65/66 licenses and involves a 6-year training period. You'll also participate in client meetings and continue developing knowledge of financial products and regulatory landscape.
Benefits
Licenses & Certifications
About Janney
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments.