What are the responsibilities and job description for the Advisor Recruiting Coordinator position at Janney Montgomery Scott LLC?
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.
Janney’s Advisor Recruiting Team is focused on sourcing and recruiting experienced Financial Advisors (FAs) from peer organizations to join our Firm. The Advisor Recruiting Coordinator will be responsible for managing Advisor home office visits (HOVs) and will be a vital part of showcasing all that Janney has to offer. The Coordinator will organize and oversee impactful meetings that bring people together and will also provide support and assistance for various Advisor Recruiting processes and projects.
What You Are Good At
The ideal candidate will excel at organization, communication, and collaboration. They must be skilled at managing complex scheduling and logistics, coordinating across multiple teams, and ensuring a smooth experience for candidates and internal stakeholders alike. Strong written and verbal communication skills are essential—particularly for drafting professional internal communications and providing timely updates to recruiting managers. The candidate should demonstrate attention to detail, process-oriented thinking, and a proactive and creative mindset to identify and implement process improvements. They should also be comfortable working both independently and as part of a team in a fast-paced, dynamic recruiting environment where relationships are built and lives changed.
Responsibilities
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, Employee Ownership, 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 an equal opportunity employer and makes employment decisions on the basis of merit and business needs.
Janney’s Advisor Recruiting Team is focused on sourcing and recruiting experienced Financial Advisors (FAs) from peer organizations to join our Firm. The Advisor Recruiting Coordinator will be responsible for managing Advisor home office visits (HOVs) and will be a vital part of showcasing all that Janney has to offer. The Coordinator will organize and oversee impactful meetings that bring people together and will also provide support and assistance for various Advisor Recruiting processes and projects.
What You Are Good At
The ideal candidate will excel at organization, communication, and collaboration. They must be skilled at managing complex scheduling and logistics, coordinating across multiple teams, and ensuring a smooth experience for candidates and internal stakeholders alike. Strong written and verbal communication skills are essential—particularly for drafting professional internal communications and providing timely updates to recruiting managers. The candidate should demonstrate attention to detail, process-oriented thinking, and a proactive and creative mindset to identify and implement process improvements. They should also be comfortable working both independently and as part of a team in a fast-paced, dynamic recruiting environment where relationships are built and lives changed.
Responsibilities
- Manage, coordinate, schedule, and host all HOVs
- Select and schedule meetings for recruits with executives and key stakeholders at Janney
- Organize travel, accommodations, and special experiences and gifts for recruits
- Liase with recruiting managers and assistants while their candidates are going through the interview process to provide status updates and to support the recruiting process
- Drafting of internal communication to broad audiences
- Continuous process improvement of our HOVs
- Participate in all Recruiting Team meetings/calls
- Other Advisor Recruiting projects as assigned
- 2 years of experience in project management or event planning, preferably within the financial services industry
- Strong organizational, analytical, and problem-solving skills with a keen attention to detail
- Exceptional communication and relationship management abilities
- Proven ability to manage multiple complex projects and deadlines in a fast-paced environment
- Ability to work late with short notice to complete assigned tasks
- Proficiency with MS Office
- Self-motivated and takes initiative; accustomed to multi-tasking and meeting multiple, tight deadlines
- Excellent work ethic and strong sense of urgency
- Must be able to handle sensitive/confidential information
- Ability to work independently as well as in a team environment
- Strong time-management and organizational skills
- Self-directed and highly accountable
- Professional and accommodating demeanor
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, Employee Ownership, 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 an equal opportunity employer and makes employment decisions on the basis of merit and business needs.