Financial Planner
Janney Montgomery Scott LLC
About this role
The Janney Wealth Planning team provides customized Financial and Estate plans to high-net-worth clients, supporting Financial Advisors with expert advice and strategic planning. The role involves leveraging financial planning tools, creating tailored plans, and collaborating with advisors to enhance client service. It requires deep financial planning knowledge, strong communication skills, and the ability to work closely with financial professionals.
Skills
Qualifications
About Janney Montgomery Scott LLC
janney.comJanney Montgomery Scott LLC (Janney) is a full-service wealth management and financial services firm that provides financial planning, investment advisory, brokerage, retirement plan, and trust services to individuals, families, and institutions. The firm delivers personalized advice through a nationwide network of financial advisors, backed by in-house equity research, portfolio management, and capital markets expertise. Janney also supports institutional clients with fixed income and equity trading, corporate finance, and underwriting. With a long-standing presence in the U.S. market, the firm emphasizes research-driven, long-term investment strategies and holistic financial planning.
About Janney Montgomery Scott LLC
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for Janney Montgomery Scott LLC.
Salary
$90k – $110k
per year