Private Client Associate – Retirement & Wealth Planning

Janney Montgomery Scott LLC; Hackensack (NJ); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Paid Parental Leave

Generous Paid Time Off

$2,000 referral bonus

Employee Ownership

Professional Development Assistance Plan

Job summary

Janney Montgomery Scott LLC is seeking a Registered Private Client Associate in Hackensack, New Jersey. The role focuses on providing comprehensive administrative and marketing support.

The ideal candidate will possess required financial licenses and demonstrate excellent customer service skills, organizational abilities, and a strong attention to detail. The position offers a competitive compensation package including a base salary and potential bonuses.

Qualifications

• Series 7, 63 and 65, or 66 licenses required; or must be obtained within 12 months of hire.
• Demonstrates extreme competence in all major areas of responsibility.

Responsibilities

• Provide administrative, client, and marketing support to enhance business.
• Work independently with home office departments to service clients’ requests.
• Assist in the ongoing development of effective client relationships.
• Compose effective client correspondence.
• Coordinate marketing efforts through the marketing department.
• Ensure continuous telephone coverage for clients.

Skills

Excellent customer service skills

Computer skills in Word, Excel, PowerPoint and Outlook

Strong attention to detail

Ability to work effectively in a fast-paced environment

Ability to work effectively as part of a team

High ethical standards

Education

High School Diploma; Associate’s or Bachelor’s degree preferred

Job description

Janney Montgomery Scott LLC is seeking a Registered Private Client Associate in Hackensack, New Jersey. The role focuses on providing comprehensive administrative and marketing support.

The ideal candidate will possess required financial licenses and demonstrate excellent customer service skills, organizational abilities, and a strong attention to detail. The position offers a competitive compensation package including a base salary and potential bonuses.