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Janney Montgomery Scott LLC, 200 SW First Avenue, Ft. Lauderdale, FL, USA ● Req #11418Thursday, May 25, 2023As a Registered Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with our Janney Financial Advisors (“FAs”) to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You may be asked to perform operational responsibilities as well. What you are good at Customer Se ...Read more about Registered Private Client Associate - Fort Lauderdale, FLMore
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Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA ● Req #11374Wednesday, May 24, 2023We are looking to add trading depth to the municipal bond desk in Philadelphia. This is a fantastic opportunity for a junior trader with some experience to join a very successful department with a lot of room for potential growth. This role will require a highly motivated individual looking to learn and grow in a team first environment. What you are good at: Communication - Effective communicator Client Service - Exceptional client service skills, ability to anticipate and meet customer needs ...Read more about Fixed Income Trader - Municipal TraderMore
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Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA ● Req #11405Monday, May 22, 2023The tax reporting and cost basis department is responsible for maintaining accurate cost basis figures in client accounts and is responsible for producing annual tax forms including IRS form 1099, 1042s, 5498, etc. The associate will provide support to financial advisors and their clients, assist in the production of tax forms as well as maintain cost basis and tax reporting information for the purpose of monthly statements, annual tax forms and other tax filings. This role involves data prepar ...Read more about Tax Reporting and Cost Basis AssociateMore
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Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA ● Req #11349Monday, May 22, 2023The Janney Client Service Center (JCSC) Manager leads a team of representatives who partner with our clients via inbound phone calls to assist them with a wide range of financial inquiries, from account maintenance to identifying and resolving issues. If you have a passion for providing exceptional client service, building your industry skillset, and leading a highly collaborative team, the JCSC Manager role may be the next step in your career. What you are good at: Leadership: Motivating, ...Read more about Client Service Center ManagerMore
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Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA ● Req #11356Monday, May 22, 2023The individual selected for this role is responsible for supporting the operations associated with the firm’s Wealth Management area. Essential duties and responsibilities include: Responsible for accurately processing advisory account support including account opening, maintenance, and terminations. Delivery of form ADV to clients. Respond to service inquiries from Janney financial advisors, money managers, and firm management. Process fee billing, adjustments, rebates, and manger invoices. ...Read more about Advisory Accounts CoordinatorMore
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Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA ● Req #11360Monday, May 22, 2023The 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 ParaplannerMore
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Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA ● Req #11399Monday, May 22, 2023The Business Development & Teaming group is part of the Practice Management Group and takes a consultative approach to working with and training Financial Advisors (FAs), Branch Office Managers (BOMs), and various branch support staff. Their primary goal is to drive organic growth, holistic advice centered around financial planning, increase practice efficiency through technology, as well as support teaming and succession strategies. The business development consultants are regionally assigned a ...Read more about Business Development ConsultantMore
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Janney Montgomery Scott LLC, 180 Glastonbury Blvd, Glastonbury, CT, USA ● Req #11410Friday, May 19, 2023As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with our Janney Financial Advisors (“FAs”) to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You may be asked to perform operational responsibilities as well. What you are good at Customer Service – Dem ...Read more about Private Client Associate - Glastonbury, CTMore
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Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA ● Req #11413Friday, May 19, 2023The Trade Support Analyst will work in Janney’s Wealth Management department as a part of PCG Trading. The individual will hold dual responsibilities in the daily maintenance of advisory accounts while providing trading platform help and assistance. What you are good at: Analytical Ability: Able to effectively review information and data in order to identify issues and opportunities. Organization and Time Management: Able to structure the timing of operational workflow to reliably and accura ...Read more about Trade Support AnalystMore
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Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA ● Req #22Thursday, May 18, 2023Janney is seeking talented individuals eager to learn, grow and contribute to our success.#LI-DNI ...Read more about Future OpportunitiesMore
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Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA ● Req #21Thursday, May 18, 2023Janney’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.#LI-DNI ...Read more about Branch Office OpportunitiesMore
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Janney Montgomery Scott LLC, 1700 Westgate Drive, York, PA, USA ● Req #11182Wednesday, May 17, 2023As a Registered Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with our Janney Financial Advisors (“FAs”) to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You may be asked to perform operational responsibilities as well. What you are good at: Customer S ...Read more about Registered Private Client Associate - York, PAMore
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Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA ● Req #11393Monday, May 8, 2023As an Equity, Option & ETF Retail Trader you will be building relationships with Janney FAs to better service their clients in meeting their financial goals. The PCG Trading team within Janney Montgomery Scott is primarily responsible for providing our Financial Advisors with access to domestic and international markets as well as support for Equity, Option and ETF products. Expectations are that you would have a passion for the equity markets, excellent risk management skills, and be able to ...Read more about Equity Options & ETF TraderMore
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Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA ● Req #11388Friday, April 28, 2023Summary: The Human Resources Specialist aids with and facilitates the HR processes of all 125+ business locations and 2 business divisions. Responsible and accountable for thoroughly updating various data fields in modules of our HCMS as well as administrative support for the HR team, including record-keeping, file maintenance and HCMS entry. Expected to own and administer employee onboarding experience. Assist with project work to further the Total Rewards team's yearl ...Read more about Human Resources SpecialistMore
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Janney Montgomery Scott LLC, 36 South County Commons Way, South Kingstown, RI, USA ● Req #11206Thursday, April 27, 2023Work with existing Top 100 Team that consists of two Senior FAs and two Private Client Associates. Learn how they run their practice, including Financial Planning, Social Security Strategies, Estate Planning Strategies, Investment Management, Cash Flow Management, Bucketing Assets, Tax Bracket Management, Client Engagement & Gifting. Opportunity to build your own practice while you learn and assist with existing 170 household practice that generates $1.4mm year in revenue. Must be kn ...Read more about Financial Advisor Associate - South Kingstown, RIMore
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Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA ● Req #11385Wednesday, April 26, 2023The Senior UMA Trade Specialist will work in Janney’s Wealth Management department as a part of PCG Trading. The Senior Specialist has a deep understanding of how separately managed account (SMA) platforms. and unified managed account (UMA) trading platforms operate. They will be instrumental in helping insource Janney’s UMA trading program with minimal risk and a smooth transition. Once up and running they will be responsible for daily trade implementation and will provide insight on how new ...Read more about Senior UMA Trade SpecialistMore
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Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA ● Req #11386Wednesday, April 26, 2023The UMA Trade Specialist will work in Janney’s Wealth Management department as a part of PCG Trading. The specialist has an understanding of how separately managed account (SMA) and unified managed account (UMA) desks operate as well as general trading knowledge. This individual has a desire to help build and grow the Janney UMA Platform. What you are good at: Analytical Ability: Able to effectively review information and data to identify issues and opportunities Organization and Time Manage ...Read more about UMA Trade SpecialistMore
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Janney Montgomery Scott LLC, 60 Railroad Place, Saratoga Springs, NY, USA ● Req #11361Monday, April 24, 2023As a Senior Registered Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with our Janney Financial Advisors (“FAs”) to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You may be asked to perform operational responsibilities as well. What you are good at Cus ...Read more about Senior Registered PCA PCG - Saratoga Springs, NYMore
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Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA ● Req #11381Friday, April 21, 2023The Supervisor of Managers is responsible for the oversight of all sales activities of producing Branch Office Managers (BOMs) within a region of Janney’s Private Client Group (PCG). The Supervisor of Managers will work closely with the Compliance and Operations departments and will coordinate any operational matters involving producing BOMs with home office Operations staff and others in the firm. Responsibilities: · Review and approve new account forms, client letters of au ...Read more about Supervisor of ManagersMore
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Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA ● Req #11365Thursday, April 6, 2023The Operations Control Analyst will demonstrate the following: What you are good at: Communication: Exceptional written, verbal, and empathetic communication skills Customer Service: Able to anticipate and meet customer needs and have a proven ability to develop rapport with external clients and internal customers Prioritizing: Operate in a fast-paced environment effectively managing competing priorities and responsibilities to meet critical deadlines Building Relati ...Read more about Operations Control AnalystMore
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As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with our Janney Financial Advisors (“FAs”) to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You may be asked to perform operational responsibilities as well. What you are good at Customer Service – D ...Read more about Private Client Associate - Wexford, PAMore
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Harrisonburg, VA, USA ● Req #831Thursday, March 23, 2023As a Registered Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with our Janney Financial Advisors (“FAs”) to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You may be asked to perform operational responsibilities as well. What you are good at: ...Read more about Registered Private Client Associate - Harrisonburg, VAMore
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Greensboro, NC, USA ● Req #11333Tuesday, March 21, 2023The Complex Operations Manager is responsible for all operational, administrative and client support functions within a Complex (group of branch offices). The Complex Operations Manager also performs certain client supervision and support staff supervision for a Complex as delegated by the Complex Manager. This individual will function as an integral part of the Complex Manager’s team and work closely with the Compliance and Operations departments. Additionally, this individual will coordinat ...Read more about Complex Operations Manager - Greensboro, NCMore
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Janney Montgomery Scott LLC, 200 N. High Street, West Chester, PA, USA ● Req #11319Thursday, March 9, 2023As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with our Janney Financial Advisors (“FAs”) to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You may be asked to perform operational responsibilities as well. What you are good at: Customer ...Read more about Private Client Associate - West Chester, PAMore
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Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, PA, USA ● Req #11274Thursday, March 2, 2023Summary: This senior leadership position will oversee multiple areas in Operations in support of Janney’s Private Client and Capital Markets businesses. The Director will lead efforts to transform operational processes, improve controls and deliver an outstanding client experience. Responsibilities: Provide senior level strategic direction for business initiatives Build an amazing team - recruit, develop and retain talent Create and execute s ...Read more about Director of OperationsMore