Financial Planner
Janney Montgomery ScottPhiladelphia, Pennsylvania, United States
Posted January 26, 2026
Full Time
About the Company
Janney is an award-winning full-service financial services firm committed to understanding its clients' needs and providing advice beyond investments.
Job Description
Janney is a full-service financial services firm seeking a Financial Planner to create and implement customized financial plans for high and ultra-high net worth individuals. The role involves analyzing client data, building customized plans, and working with financial advisors to deliver solutions.
Requirements
- Bachelor’s degree or equivalent work experience
- Certified Financial Planner (CFP) designation required
- 5-7 years of professional financial planning experience preferred
- FINRA Series 7 and 66 licenses, or the ability to obtain within 6 months of hire
- Customer service experience
- Strong interpersonal skills, able to work well both individually and collaboratively in a team
- Skilled at critical thinking
- High ethical standards
- Detail-oriented and takes pride in accomplishing a wide variety of tasks in a fast-paced environment
Benefits
- Paid Parental Leave
- Paid Time Off
- Employee Ownership
- Professional Development Assistance Plan
- $2,000 referral bonus
