Private Client Associate - Hingham, MA

OSTTRA Group; Hingham (MA); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Mentorship

Bonus potential

Comprehensive benefits package

Employee Ownership program

Paid Parental Leave

Paid Time Off

Job summary

Janney Montgomery Scott LLC is seeking a client-service professional to support Financial Advisors in managing multigenerational families, business owners, executives, and nonprofit organizations, with exposure to financial planning, portfolio strategy, wealth transfer, and complex client relationships.

This role blends high-touch service with operational execution, coordinating onboarding, client communications, and meeting follow-ups while leveraging firm technology to boost workflows and

Qualifications

• Pass SIE, Series 7 and Series 66
• Strong client-service instincts and a client-first mindset
• Exceptional client service and relationship-building skills
• Clear and effective communication, both verbal and written
• Strong organizational skills and ability to manage competing priorities

Responsibilities

• Support Financial Advisors in managing and developing relationships with multigenerational families, business owners, executives, and nonprofit organizations
• Prepare financial planning analyses, client meeting materials, account documentation, and follow-up items
• Coordinate onboarding and ongoing service of new and existing client relationships
• Assist with implementation of portfolio strategies and wealth planning initiatives
• Take ownership of client service requests and ensure timely, accurate follow-through
• Manage client communications, scheduling, and proactive follow-up
• Utilize firm technology to improve workflows, organization, and responsiveness
• Provide professional and thoughtful telephone and written communication
• Collaborate with advisors and team members to maintain high client-service standards

Skills

Client service

Attention to detail

Verbal and written communication

Organizational skills

Team collaboration

Education

SIE

Series 7

Series 66

Job description

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 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.

About Us

McKenna Family Wealth Planning is a multigenerational private wealth management team within Janney Montgomery Scott LLC, entrusted with guiding more than $1 Billion in client assets.

Recognized by Forbes as a Best-in-State Wealth Management Team, we advise multigenerational families, business owners, executives, and nonprofit organizations with complex financial needs spanning investments, estate and trust planning, philanthropy, and business transitions.

We operate with a collaborative team culture and a long-term ownership mindset. Janney Montgomery Scott LLC is an award-winning, full-service financial services firm that has earned Great Place to Work certification, recognizing its commitment to an inclusive culture and outstanding employee experience.

The Role

This position combines high-touch client service and operational execution with meaningful exposure to financial planning, portfolio strategy, wealth transfer, and the management of complex client relationships.

Responsibilities

• Supporting Financial Advisors in managing and developing relationships with multigenerational families, business owners, executives, and nonprofit organizations
• Preparing financial planning analyses, client meeting materials, account documentation, and follow-up items
• Coordinating the onboarding and ongoing service of new and existing client relationships
• Assisting with the implementation of portfolio strategies and wealth planning initiatives
• Taking ownership of client service requests and ensuring timely, accurate follow-through
• Managing client communications, scheduling, and proactive follow-up
• Utilizing firm technology to improve workflows, organization, and responsiveness
• Providing professional and thoughtful telephone and written communication
• Collaborating closely with advisors and team members to maintain a high standard of client service and operational excellence

What We’re Looking For

We are looking for someone who combines strong client-service instincts with attention to detail, intellectual curiosity, and a desire to develop deeper wealth management expertise.

Ideal Candidates Will

• Be willing and able to pass: SIE, Series 7 and Series 66
• Strong ethical standards and a client-first mindset
• Exceptional client service and relationship-building skills
• Clear and effective verbal and written communication abilities
• Strong organizational skills and attention to detail
• A proactive approach and the ability to manage competing priorities in a fast-paced, deadline-oriented environment
• A collaborative spirit and desire to contribute to a high-performing team
• A genuine interest in building a long-term career in wealth management

Growth & Opportunity

We invest heavily in our people and want the person who joins us to have the opportunity to expand their knowledge, responsibilities, and career over time.

You Will Receive

• Direct mentorship and professional development from multiple experienced Financial Advisors
• Hands-on exposure to sophisticated financial planning, investment management, estate and trust strategies, and complex client relationships
• Opportunities to assume increasing responsibility in financial planning and client relationship management as your experience develops
• Competitive base salary, quarterly bonus potential, and a comprehensive Janney benefits package

Janney's benefits include Paid Parental Leave, generous Paid Time Off, an Employee Ownership program, and a Professional Development Assistance Plan designed to support continued professional growth.

The compensation package for this position consists of a base salary, (with eligibility for an annual bonus/commissions if applicable) as well as eligibility to participate in all company benefits offered by Janney to full-time employees including health, dental, medical coverage, disability income protection, life insurance, PTO/vacation, holidays, and 401(k). The salary range for this position will $60,000 to $70,000. Total compensation packages at Janney are based on experience, skills, credentials, and geographical location, of each specific candidate.

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