Wealth Management Client Associate

Janney-Montgomery-Scott-LLC; New York; Hybrid; USD 65,000 - 75,000; Full time

Benefits offered by this job

Paid Parental Leave

Paid Time Off

Referral bonus

Employee Ownership

Professional Development Assistance

Job summary

Janney Montgomery Scott LLC in Midtown, NY is seeking a Registered Private Client Associate to support Financial Advisors and deliver a high-quality, relationship-driven client experience. You’ll gain hands-on exposure to wealth management, client service, and financial planning as part of a high-performing team.

This role offers a long-term career path in wealth management, with a base salary in the $65,000–$75,000 range, eligibility for bonus, and a comprehensive benefits package including

Qualifications

• At least 1 year of relevant experience.
• Series 7, 63 and 65, or 66.
• Proficient with Word, Excel, PowerPoint and Outlook.

Responsibilities

• Support Financial Advisors while delivering a high-quality, relationship-driven client experience.
• Gain hands-on exposure to wealth management, client service, and financial planning.
• This is an excellent opportunity to join a high-performing team and build a long-term career in wealth management.

Skills

Customer service

Communication

Initiative

Building relationships

Teamwork

Attention to detail

Tools

Word

Excel

PowerPoint

Outlook

Job description

Janney Montgomery Scott LLC in Midtown, NY is seeking a Registered Private Client Associate to support Financial Advisors and deliver a high-quality, relationship-driven client experience. You’ll gain hands-on exposure to wealth management, client service, and financial planning as part of a high-performing team.

This role offers a long-term career path in wealth management, with a base salary in the $65,000–$75,000 range, eligibility for bonus, and a comprehensive benefits package including