Financial Planner
Janney Montgomery Scott LLCHighlight
Summary
About the Role
About You
- Bachelor's degree or equivalent work experience.
- Certified Financial Planner (CFP®) designation required.
- Customer service experience.
- Strong interpersonal skills, able to work well both individually and collaboratively in a team.
- Detail-oriented and takes pride in accomplishing a wide variety of tasks in a fast-paced environment.
- 5-7 years of professional financial planning experience preferred.
- FINRA Series 7 and 66 licenses, or the ability to obtain within 6 months of hire.
- Skilled at critical thinking.
- High ethical standards.
Benefits
- Paid Parental Leave.
- Generous Paid Time Off.
- Eligibility for a $2,000 referral bonus.
- Employee Ownership.
- Professional Development Assistance Plan.
Janney Montgomery Scott LLC is a leading wealth management and investment banking firm dedicated to putting client needs first. We are committed to providing individuals, families, businesses, and institutions with tailored financial advice to help pursue their personal or business goals. You’ll find the size of our firm and the experience of our professionals make us approachable, accessible, and accountable. With a commitment to meeting client needs and a culture of service and collaboration, we consistently strive to deliver on our mission of offering the highest standard of success in financial relationships. Janney is a member of the New York Stock Exchange, Financial Industry Regulatory Authority, and the Securities Investor Protection Corporation.