Private Client Associate - Wealth Management

Janney Montgomery Scott LLC; New York (NY); On-site; USD 65,000 - 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

Job summary

Janney Montgomery Scott LLC is seeking a Registered Private Client Associate in New York to support Financial Advisors and deliver a high-quality, relationship-driven client experience. You will gain exposure to wealth management, client service, and financial planning as you contribute to a high-performing team.

This role emphasizes building client relationships, proactive communication, and collaboration within the branch to ensure timely, accurate responses to client inquiries and a smooth

Qualifications

• High School diploma or equivalent required.
• At least 1 year of relevant experience.
• Series 7, 63 and 65, or 66.
• Excellent customer service skills.
• Proficient in Word, Excel, PowerPoint, and Outlook.
• Able to work in a fast-paced, deadline-driven environment.
• Strong attention to detail and teamwork.

Responsibilities

• Build and foster strong client relationships through service and follow-up.
• Provide excellent telephone service to clients and inquiries, with timely, accurate responses.
• Utilize technology to support time management and campaigns for Financial Advisors.
• Collaborate with Financial Advisors and Branch Management to anticipate issues and adjust plans.

Skills

Client service

Communication

Initiative

Relationship building

Education

High School diploma

Tools

Word

Excel

PowerPoint

Outlook

Job description

Janney Montgomery Scott LLC is seeking a Registered Private Client Associate in New York to support Financial Advisors and deliver a high-quality, relationship-driven client experience. You will gain exposure to wealth management, client service, and financial planning as you contribute to a high-performing team.

This role emphasizes building client relationships, proactive communication, and collaboration within the branch to ensure timely, accurate responses to client inquiries and a smooth