Private Client Associate - Wealth Planning and Growth

Janney; Connecticut; Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Licensing sponsorship

Mentorship program

Career development opportunities

Job summary

Janney Montgomery Scott LLC, a leading financial services firm, seeks a Registered Private Client Associate to join Harbor Wealth Planning. The role blends high-touch client service with operational execution and exposure to financial planning, portfolio strategy, and wealth transfer.

The successful candidate will support Financial Advisors, coordinate onboarding, and help manage complex client relationships.

Qualifications

• Series 7 and Series 66, or Series 7 with Series 63/65.
• Strong client-service orientation and relationship-building.
• Clear verbal and written communication; highly organized and detail-focused.

Responsibilities

• Support Financial Advisors in managing multigenerational client relationships.
• Prepare financial planning analyses and meeting materials.
• Coordinate onboarding and ongoing service of client relationships.
• Assist with implementation of portfolio strategies and wealth planning initiatives.
• Own client service requests and ensure timely follow-through.
• Manage client communications, scheduling, and proactive follow-up.
• Leverage firm technology to improve workflows and responsiveness.
• Provide professional telephone and written communications.
• Collaborate with advisors to uphold high service standards.

Skills

Series 7

Series 66

Series 63/65

Client service

Relationship-building

Communication

Organizational skills

Job description

Janney Montgomery Scott LLC, a leading financial services firm, seeks a Registered Private Client Associate to join Harbor Wealth Planning. The role blends high-touch client service with operational execution and exposure to financial planning, portfolio strategy, and wealth transfer.

The successful candidate will support Financial Advisors, coordinate onboarding, and help manage complex client relationships.