Janney's Private Client Group serves individual investors with comprehensive financial advice, a wide range of financial solutions and superior service through nearly 900 Financial Advisors in offices spread along the East Coast and as far west as Ohio. Using a wealth management approach, we deliver strategic financial plans that use a broad range of financial products and services tailored to the unique needs of our clients and their families. You must possess relentless dedication to helping clients and their families achieve their financial and life goals. Following are descriptions of typical opportunities offered through our Private Client Group: Financial Advisor - As the face of our organization to clients, this is a critical role in our organization. Janney Financial Advisors build long-term relationships with our clients and their families. They provide advice on a wide range of financial matters and use a full array of investment options to provide customized solutions to meet clients' needs. Private Client Assistant - This role assists the Financial Advisor with daily client interaction and servicing. Answering client concerns and phone calls, and addressing transactional needs are some of the responsibilities that make a Private Client Assistant an integral part of the team. Branch Operations Manager - Managing all operational aspects of a branch office location is the focus of this role. Ensuring efficiency and quality on critical processes, such as opening accounts, initiating transfer requests and adhering to firm compliance guidelines requires an experienced and organized candidate.
Our Private Client Group culture is not about investing, it’s about becoming invested in the needs and goals of our clients. You must possess relentless dedication to helping clients and their families achieve their financial and life goals.
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