Wealth Management Client Associate

Pro Selection Capital Humano; New York (NY); Vor Ort; USD 65.000 - 75.000; Vollzeit

Benefits dieser Stelle

Paid Parental Leave

Paid Time Off

Referral bonus

Professional Development Assistance

Zusammenfassung

Janney Montgomery Scott is seeking a Registered Private Client Associate to support Financial Advisors and deliver a high-quality, relationship-driven client experience in wealth management. You will gain hands-on exposure to wealth management, client service, and financial planning, with a role focused on building trust and delivering timely, accurate service.

This is an excellent opportunity to join a high-performing team and build a long-term career in wealth management at Janney.

Qualifikationen

• High School diploma 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-oriented environment.
• Strong attention to detail.
• Team player.
• High ethical standards.

Kenntnisse

Customer Service

Communication

Initiative

Building Relationships

Ausbildung

High School diploma

Tools

Word

Excel

PowerPoint

Outlook

Jobbeschreibung

Janney Montgomery Scott is seeking a Registered Private Client Associate to support Financial Advisors and deliver a high-quality, relationship-driven client experience in wealth management. You will gain hands-on exposure to wealth management, client service, and financial planning, with a role focused on building trust and delivering timely, accurate service.

This is an excellent opportunity to join a high-performing team and build a long-term career in wealth management at Janney.