Job Search

Job Title, Keywords, Req ID
Location
Loading...
  • Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA
    Req #628
    Friday, April 9, 2021
    The Trade Support Analyst will work in Janney’s Wealth Management department as a part of the Advisory Solutions Group. The individual will hold dual responsibilities in the daily maintenance of advisory accounts while providing trading platform help and assistance.   Responsibilities: Provide initial training and ongoing trade support to managers and FAs using the Vestmark trading tool. Enhance user experience by partnering with FAs to understand trading goals and m ... More
  • Janney Montgomery Scott LLC, 3630 Peachtree Road NE, Atlanta, GA, USA
    Req #617
    Thursday, April 8, 2021
    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. The RPCA should demonstrate extreme competence in all major areas of responsibility and operate with a relatively high level of independence.This individual will also work closely with the Complex Operations Manager to ensure all operations functions are properly and accu ... More
  • Janney Montgomery Scott LLC, 1166 Avenue of the Americas, New York, NY, USA
    Req #609
    Wednesday, April 7, 2021
    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. The RPCA should demonstrate extreme competence in all major areas of responsibility and operate with a relatively high level of independence.This individual will also work closely with the Complex Operations Manager to ensure all operations functions are properly and accu ... More
  • Janney Montgomery Scott LLC, 1166 Avenue of the Americas, New York, NY, USA
    Req #621
    Wednesday, April 7, 2021
    The Equity Research Associate will conduct fundamental analysis on a select group of companies in the Specialty Finance / BDC sector. This individual will help develop and publish written investment recommendations for these companies based on comprehensive industry and company research through various sources of information, including review of public documents, annual reports, trade journals, networking with industry contacts as well as interviews with senior management. Additionally, this ind ... More
  • Janney Montgomery Scott LLC, 1166 Avenue of the Americas, New York, NY, USA
    Req #605
    Wednesday, April 7, 2021
    The 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. ... More
  • Janney Montgomery Scott LLC, 850 Park Shore Drive, Naples, FL, USA
    Req #615
    Tuesday, April 6, 2021
    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. The RPCA should demonstrate extreme competence in all major areas of responsibility and operate with a relatively high level of independence.This individual will also work closely with the Complex Operations Manager to ensure all operations functions are properly and accu ... More
  • Janney Montgomery Scott LLC, 40 Morris Avenue, Bryn Mawr, PA, USA
    Req #622
    Thursday, April 1, 2021
    This individual will provide general administrative support, client interaction and marketing support to an existing financial advisor team to service and grow their business on a part-time basis up to 25 hours per week with some flexibility in work schedule. Responsibilities may vary dependent upon experience.    Demonstrates competence in all major areas of responsibility and operates with guidance from a Branch Office Manager and current team members.        Major Responsibil ... More
  • Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA
    Req #22
    Sunday, March 28, 2021
    Janney is seeking talented individuals eager to learn, grow and contribute to our success. ... More
  • Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA
    Req #21
    Sunday, March 28, 2021
    Janney’s Branch Offices offer a variety of openings for talented individuals eager to learn, grow and contribute to our success. These individuals are knowledgeable of and comply with all rules and regulations of the Firm as well as the various regulatory agencies. Series 7, 63, 65, or 66 required and insurance license are required for most opportunities. ... More
  • Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA
    Req #611
    Friday, March 26, 2021
    The Mutual Fund Associate will handle all functions associated with accounts holding Mutual Fund positions within the Firm. The Associate will also continuously identify process improvements throughout the department with a focus on improving the client experience and modernization of current platforms. The Associate will work closely with other Operations teams and Wealth Management professionals on various day-to-day issues along with Firm and Department initiatives. The Associate must also be ... More
  • Janney Montgomery Scott LLC, 1021 E. Cary Street, Richmond, VA, USA
    Req #595
    Wednesday, March 24, 2021
    This intern 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 relationships. Be knowledgeab ... More
  • Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA
    Req #606
    Wednesday, March 24, 2021
    This position 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.  Responsibilities Include: Manage responses to State and SRO Inquiries/Letters. Respond to in depth licensing and registration inquiries via phone and email. Manage disclosure filings with FINRA, NFA and Departments of Insura ... More
  • Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA
    Req #599
    Monday, March 22, 2021
    Summary: This role supports a small team within Operations and collaborates with other departments including securities processing, corporate events, settlement, middle office, margin, securities lending and compliance.   Responsibilities Include: Monitors daily securities possession or control requirements to ensure compliance with the Customer Protection Rule (15c3-3); proactively communicates deficits and any identified issues to the appropriate Operations depart ... More
  • Janney Montgomery Scott LLC, 1021 E. Cary Street, Richmond, VA, USA
    Req #581
    Wednesday, March 17, 2021
    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 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 relationships. Be knowled ... More
  • Janney Montgomery Scott LLC, 600 East Crescent Avenue, Upper Saddle River, NJ, USA
    Req #583
    Tuesday, March 16, 2021
    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 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 relationships. Be knowled ... More
  • Janney Montgomery Scott LLC, 60 State Street, Boston, MA, USA
    Req #589
    Tuesday, March 16, 2021
    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. The RPCA should demonstrate extreme competence in all major areas of responsibility and operate with a relatively high level of independence.This individual will also work closely with the Complex Operations Manager to ensure all operations functions are properly and accu ... More
  • Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA
    Req #592
    Friday, March 12, 2021
    Janney is seeking an experienced marketing professional to support the development and delivery of our wealth management client experience. This role will predominantly focus on marketing and client communication initiatives to improve the overall client experience, with a particular focus on ongoing financial planning as the anchor to client relationships at Janney.   This person will be a key contributor to creating and delivering multi-channel, integrated marketing and communic ... More
  • Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA
    Req #591
    Thursday, March 11, 2021
    The Retail Equity Trader Manager will play the key role in overseeing Janney’s retail equity/options trading desk. The role involves processing trading requests from our Private Client Group while supporting our focus on building a culture of excellent customer service combined with a strong risk mitigating and compliance-driven philosophy. This role requires an experienced candidate with technical capability and strong people leadership.   Responsibilities Include: Lead ... More
  • Ponte Vedra Beach, FL 32082, USA
    Req #579
    Thursday, March 11, 2021
    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. The RPCA should demonstrate extreme competence in all major areas of responsibility and operate with a relatively high level of independence.This individual will also work closely with the Complex Operations Manager to ensure all operations functions are properly and accu ... More
  • Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA
    Req #585
    Wednesday, March 10, 2021
    POSITION SUMMARY    The Senior Operations Systems Analyst will support functions associated with the development, testing, training, communication and enhancements with the SMART system and other systems as necessary.  This team member will work closely with the department managers to deliver successful projects and maintain the highest standards of quality.   The ideal candidate will demonstrate strong technology skills, an understanding of the financial industry, and the desire to m ... More
  • Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA
    Req #571
    Thursday, March 4, 2021
    The Settlements Analyst will provide management with statistical and processing data for Settlement Services within Operations. The Analyst will also continuously identify process improvements throughout the department with a focus on risk mitigation and modernization of current platforms. The Analyst will work closely with all Operations Teams to ensure timely and accurate postings of all Settlements related activities, timely and accurate delivery of time-sensitive information and will act on ... More
  • York, PA, USA
    Req #574
    Wednesday, March 3, 2021
    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. The RPCA should demonstrate extreme competence in all major areas of responsibility and operate with a relatively high level of independence. This individual will also work closely with the Complex Operations Manager to ensure all operations functions are properly and acc ... More
  • Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA
    Req #567
    Wednesday, February 24, 2021
    The position provides direct support to the Accounts Payable manager by processing vendor invoices, reviewing employee expense reports, assisting vendors, and maintaining Financial Advisor’s business expense accounts.   Essential Duties and Responsibilities include the following:   Review all invoices for appropriate documentation, general ledger coding and approval. Audit employee expense reports to ensure compliance with corporate policy and IRS guidelines. Assi ... More
  • Janney Montgomery Scott LLC, 36 South County Commons Way, South Kingstown, RI, USA
    Req #559
    Tuesday, February 23, 2021
    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. The RPCA should demonstrate extreme competence in all major areas of responsibility and operate with a relatively high level of independence.   This individual will also work closely with the Complex Operations Manager to ensure all operations functions are ... More
  • Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA
    Req #565
    Friday, February 19, 2021
    Reporting to the Manager, Advisor Marketing & Communications, the PCG Marketing Services Coordinator will support the entire PCG Marketing Services team. Responsibilities include, but are not limited to, coordinating the intake and assignment or scheduling of requests for customized advisor and team marketing material, requests for marketing training, managing the assignment of projects and deliverables, and serving as a first point of contact for advisors’ inbound questions and requests for hel ... More