Financial advisor trainee - ligonier, pa

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.

The Financial Advisor Trainee will learn the basics of the retail financial services industry and study for and pass registration examinations. A FA Trainee shall have a set time period within which to obtain the necessary registrations and graduate to an FA Associate.

MAJOR RESPONSIBILITIES

• Attend in-house training sessions on various topics including, but not limited to, products and services, building a book of business, Janney systems, practice management and compliance
• Begin to develop a business plan
• Attend client meetings with Financial Advisors
• Perform clerical and administrative functions as directed by Financial Advisors
• At the direction and under the tutelage of Financial Advisors and Branch Managers, may assist in client profiling, identifying client objectives and risk tolerance, and preparing recommendations and advice
• Begin to develop knowledge of financial products and markets and the regulatory landscape
• Study for and pass the Series 7 examination, the Series 66 (or Series 63 and 65) examination, and any state insurance examinations required by the Branch Managers

REQUIREMENTS AND QUALIFICATIONS

• Obtain Series 7; 63 and 65, or 66 within designated time period. Candidates who hold their Series 7, 63 and 65, or 66 licenses are preferred.
• 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
• Candidates must be available to start as soon as possible

Why work for us?

Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.

People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.

Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.