Finance Jobs in Ligonier, PA

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Janney Montgomery Scott LLC Ligonier, PA

Ligonier, PA

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Full time Advisor Associate Financial Advisor Client Relations

The Financial Advisor Trainee position provides structured training and exam preparation to support progression toward FA Associate status.

Complete in-house training on retail financial services topics, including products and services, building a book of business, Janney systems, practice management, and compliance
Start developing a business plan as part of the trainee program
Attend client meetings with Financial Advisors to support client service efforts
Perform clerical and administrative functions as directed by Financial Advisors
With guidance from Financial Advisors and Branch Managers, assist with client profiling and help identify client objectives and risk tolerance
Support the preparation of recommendations and advice under tutelage
Build foundational knowledge of financial products and markets and the regulatory landscape
Study for and pass required registrations within the set timeframe, including:

Obtain Series 7; 63 and 65, or 66, within the designated time period
Preference for candidates who already hold Series 7; 63 and 65, or 66 licenses
Undergraduate degree with an emphasis on business and communications preferred
Ability to work in a fast-paced, deadline-driven environment
Strong written and oral communication skills required
Critical thinking skills
High ethical standards
Must be available to start as soon as possible

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