Wealth Planning Associate - Midtown, NY

Janney Montgomery Scott LLC

17 days ago

New York, NY

Onsite

Full Time

Junior

0 applicants

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About this role

A Wealth Planning Associate supports Financial Advisors in delivering comprehensive financial planning and wealth management services. The role involves client data analysis, assisting in financial plans, and ensuring a high-quality, relationship-driven client experience as part of a collaborative team.

Skills

Qualifications

Bachelor’s Degree

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.