Apply on Employer Site

Janney Montgomery Scott LLC · 3 months ago

Investments & Wealth Solutions Intern

Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, Pennsylvania, United States of America

Internship

Onsite

Intern

Start in 2026 Summer

Janney Montgomery Scott LLC is an award-winning full-service financial services firm committed to understanding clients' needs. They are seeking an Investments & Wealth Solutions Intern to assist with a variety of assignments related to investment, insurance, and lending production and proposals during a 10-week paid internship.

BankingConsultingCrowdfundingFinancial ServicesLegal

Work & Life Balance

H1B Sponsor Likely

Responsibilities

Tracking the production of those advisors who have earned their CLTC designation over the past three years

Tracking the production of those advisors who have participated in the various cohorts the team runs

Run branch/advisor reports before branch visits

Insurance/Planning initiative: Assist with a project focused on pulling data from financial plans to find potential insurance opportunities

Identify dealer agreements we have in our records and update with a consistent naming convention

Contact fund families to get the most current version of dealer agreement, if not readily accessible

Record agreements in a searchable database and add to a shared network drive for efficient access and retrieval

Note any restricted share classes/share classes that are not available at Janney per the agreement

Qualification

Customer ServicePrioritizingCommunicationBuilding Relationships

Required

Currently enrolled in a 4-year accredited college/university and actively pursuing a Bachelor's Degree

Must be a rising Senior (graduating in Spring 2027)

Ability to work full-time (37.5 hours/week) during the internship

Cumulative GPA of 3.0 or higher required

Exceptional written, verbal, and empathetic communication skills

Able to anticipate and meet customer needs and have a proven ability to develop rapport with external clients and internal customers

Operate in a fast-paced environment effectively managing competing priorities and responsibilities to meet critical deadlines

Connecting with others in a way that fosters trust and creates collaborative relationships

Company

Janney Montgomery Scott LLC

Glassdoor3.8

Janney Montgomery Scott LLC is a leading wealth management and investment banking firm dedicated to putting client needs first.

Founded in 1832

Philadelphia, Pennsylvania, USA

1001-5000 employees

http://www.janney.com

H1B Sponsorship

Janney Montgomery Scott LLC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2022 (1)