Wealth Planning Associate - Chillicothe, OH

Janney Montgomery Scott LLC

1 month ago

Chillicothe, Ohio

Onsite

Full Time

Junior

0 applicants

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About this role

The Wealth Planning Associate supports Financial Advisors by providing technical and administrative assistance in financial planning, client relationship management, and regulatory compliance. The role involves data analysis, client communication, and coordination within the firm to aid business growth and client service.

Skills

About Janney Montgomery Scott LLC

janney.com

Janney 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.