Wealth Management Private Client Associate

Janney; New York (NY); Hybrid; USD 65,000 - 75,000; Full time

Job summary

Janney Montgomery Scott LLC in Midtown, NY seeks a Registered Private Client Associate to support Financial Advisors and deliver a high-quality, relationship-driven client experience. You will 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 with a leading financial services firm.

Qualifications

• At least 1 year of relevant experience.
• Series 7, 63 and 65, or 66.
• Proficient in Word, Excel, PowerPoint, and Outlook.
• Able to work in a fast-paced, deadline-oriented environment.
• Strong attention to detail.
• Able to work effectively as part of a team.

Responsibilities

• Support Financial Advisors while delivering 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

Initiative

Relationship building

Teamwork

Attention to detail

Ethical standards

Tools

Word

Excel

PowerPoint

Outlook

Job description

Janney Montgomery Scott LLC in Midtown, NY seeks a Registered Private Client Associate to support Financial Advisors and deliver a high-quality, relationship-driven client experience. You will 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 with a leading financial services firm.