Wealth Management Intern- Investment & Wealth Solutions

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.

Here at Janney, we live our values. We deliver, with integrity, financial services to our clients to help them meet their investment, retirement, and business goals. Our professional, respectful, and team-oriented culture helps us to keep people at the center which has allowed us to exceed the expectations of our clients for over 190 years. This is who we are, this is what we do as we strive to be the highest standard of success in financial relationships.

Janney’s Corporate Internship Program is a 10-week paid opportunity beginning June 3, 2024 to August 9, 2024 for students entering their senior year of undergraduate study who are on track to graduate in Spring 2025.   

Working closely with Insured Solutions and Investment Company Solutions team, the intern will handle a wide variety of assignments and help solve client related issues through collaboration and projects relating to investment, insurance and lending production and proposals. 

What you are good at:

• Communication: Exceptional written, verbal, and empathetic communication skills
• Customer Service: Able to anticipate and meet customer needs and have a proven ability to develop rapport with external clients and internal customers
• Prioritizing: operate in a fast-paced environment effectively managing competing priorities and responsibilities to meet critical deadlines
• Building Relationships: Connecting with others in a way that fosters trust and creates collaborative relationships

Responsibilities:

I.        Insured Solutions:

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

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

c.     Run branch/advisor reports before branch visits

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

     II.        Investment Company Solutions:

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

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

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

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

Program Eligibility Requirements:

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

Recruitment Timeline:

• Application deadline is September 29, 2023. 

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 Paternal 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. Fostering a positive workplace experience remains a top priority. We’ve earned the Great Place to Work® certification, which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.

Janney is dedicated to promoting and supporting diversity within our workplace.  We provide an environment that promotes respect, integrity, teamwork, achievement and acceptance regardless of age, disability, education, gender, gender expression, gender identity, job level, marital status, military status, national origin, parental status, pregnancy, race, religion, sexual orientation, socioeconomic status, or other protected factors. Janney is committed to equal employment opportunities and providing reasonable accommodations to applicants with physical and/or mental disabilities.