Private Client Associate - Wealth Management

OSTTRA Group; New York (NY); On-site; USD 65,000 - 75,000; Full time

Job summary

Janney is seeking a Registered Private Client Associate to support Financial Advisors and provide a high-quality, client-centric experience. You will gain exposure to wealth management, client service, and financial planning while contributing to a high-performing team.

This role offers the opportunity to build a long-term career in wealth management within a respected, award-winning firm.

Qualifications

• High School diploma required.
• At least 1 year of relevant experience.
• Series 7, 63 and 65, or 66 required.
• Excellent customer service skills.
• Proficient in Word, Excel, PowerPoint, and Outlook.

Responsibilities

• Support Financial Advisors and deliver a high-quality client experience.
• Gain hands-on exposure to wealth management, client service, and financial planning.
• Join a high-performing team and build a long-term career in wealth management.

Skills

Customer service

Communication

Teamwork

Attention to detail

Ethical conduct

Proactive mindset

Time management

Education

High School diploma

Tools

Word

Excel

PowerPoint

Outlook

Job description

Janney is seeking a Registered Private Client Associate to support Financial Advisors and provide a high-quality, client-centric experience. You will gain exposure to wealth management, client service, and financial planning while contributing to a high-performing team.

This role offers the opportunity to build a long-term career in wealth management within a respected, award-winning firm.