Janney Montgomery Scott LLC · 4 hours ago
Private Client Associate - Valley Forge, PA
Valley Forge, PA
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. As a Private Client Associate, you will support the Janney branch by managing and growing client relationships while assisting Financial Advisors in their business efforts.
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
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
Series 7, 63 and 65, or 66 preferred or if unlicensed able to obtain licensing within twelve months from date of hire
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 and investment banking 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
2025-11-14
Company data provided by crunchbase