Private Client Associate - Wealth Advisory Support

Janney-Montgomery-Scott-LLC; Westminster (MD); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

401(k)

Job summary

Janney Montgomery Scott LLC in Westminster, MD is seeking a Registered Private Client Associate to support the Velnoskey Wealth Advisors team, helping grow client relationships and administer campaigns while coordinating with Financial Advisors.

The role requires a high school diploma (associate/bachelor preferred), prior office experience, and Series 7/63/65 or 66. Proficiency in Word, Excel, PowerPoint, Outlook and Salesforce is needed, with a competitive base salary and broad benefits.

Qualifications

• High School diploma; Associate’s or Bachelor’s degree preferred.
• Prior office experience required.
• Series 7, 63 and 65, or 66.
• Proficient in Word, Excel, PowerPoint, Outlook, and Salesforce.
• Trading system experience preferred.
• Leadership qualities and experience preferred.
• Ability to work in a fast-paced, deadline-oriented environment.
• Strong attention to detail.
• Team player with high ethics.

Responsibilities

• Assist in administering, marketing and growing client relationships with Janney Financial Advisors to enhance and grow their business.
• Help develop and maintain client relationships by organizing and implementing productivity-based campaigns.
• Perform operational responsibilities.
• Opportunity to grow into an administrative leadership role.

Skills

Customer Service

Communication

Initiative

Education

High School diploma

Associate’s or Bachelor’s degree preferred

Tools

Word

Excel

PowerPoint

Outlook

Salesforce

Trading systems

Job description

Janney Montgomery Scott LLC in Westminster, MD is seeking a Registered Private Client Associate to support the Velnoskey Wealth Advisors team, helping grow client relationships and administer campaigns while coordinating with Financial Advisors.

The role requires a high school diploma (associate/bachelor preferred), prior office experience, and Series 7/63/65 or 66. Proficiency in Word, Excel, PowerPoint, Outlook and Salesforce is needed, with a competitive base salary and broad benefits.