Operations Onboarding Associate
Janney Montgomery Scott LLC
About this role
The Operations Onboarding Associate supports the onboarding of Financial Advisors at Janney, ensuring a smooth transition process through collaboration, training, and troubleshooting. They serve as operational experts, often traveling to branch locations to lead onboarding activities and coordinate with various departments.
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
$50k – $70k
per year