Janney Montgomery Scott LLC · 2 months ago
Registered Private Client Associate - Mt Laurel, NJ
Mt Laurel Township, NJ, USA
Full-time
Onsite
New Grad, Entry LevelJanney Montgomery Scott LLC is an award-winning full-service financial services firm dedicated to understanding client needs and providing comprehensive advice. The Registered Private Client Associate will assist in managing and growing client relationships, working closely with Financial Advisors to implement productivity-based campaigns and operational responsibilities.
BankingConsultingCrowdfundingFinancial ServicesLegal
Responsibilities
Assist in administering, marketing and growing client relationships
Work closely with Janney Financial Advisors to enhance and grow their business
Help develop and maintain client relationships by organizing and implementing productivity-based campaigns
Perform operational responsibilities as needed
Qualification
Required
High School diploma; Associate's or Bachelor's degree preferred
Series 7, 63 and 65, or 66
Excellent customer service skills
Proficient skills in Word, Excel, PowerPoint, and Outlook
Able to work effectively in a fast paced, deadline-oriented environment
Strong attention to detail
Able to work effectively as part of a team
High ethical standards
Preferred
Prior office experience preferred but not required
Benefits
Paid Parental Leave
Generous Paid Time Off
Eligibility for a $2,000 referral bonus
Professional Development Assistance Plan
Company
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.
Founded in 1832
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2024-07-23Acquired
Leadership Team
Peyton Wylie
Co-Founder of D.A.C. Investment Partners
John Ciccarone
Chief Technology Officer
Recent News
2026-01-16
2025-11-14
Company data provided by crunchbase