Janney Montgomery Scott LLC · 1 day ago
Private Client Associate - Greenspring, MD
Lutherville, MD
Full-time
Onsite
New Grad, Entry Level
$60K/yr - $80K/yrJanney Montgomery Scott LLC is an award-winning full-service financial services firm committed to understanding clients' needs and providing advice beyond investments. As a Wealth Planning Associate, you'll play an integral role in financial planning, assisting in the preparation of comprehensive financial plans and providing client service and administrative support.
BankingConsultingCrowdfundingFinancial ServicesLegal
Responsibilities
Assist in the preparation of comprehensive financial plans, including cash flow, retirement, insurance, and investment analyses
Gather, organize, and analyze client financial data
Build and update financial planning models and projections using planning software
Prepare draft recommendations and scenario analyses for advisor review
Support the development of goal-based plans tailored to client objectives and risk tolerance
Review client plans periodically and assist with updates based on life changes or market conditions
Serve as a primary support contact for client service requests, escalating issues as needed
Assist with onboarding new clients, including paperwork, account setup, and data collection
Prepare materials for client meetings, including agendas, reports, and follow-up summaries
Respond to routine client inquiries in a timely, professional manner
Track and follow up on outstanding client items to ensure timely completion
Maintain accurate and up-to-date client records in CRM and portfolio management systems
Support advisors with meeting follow-up, action items, and implementation tasks
Assist with processing service requests such as address changes, beneficiary updates, and account maintenance
Help ensure client service activities comply with firm policies and regulatory requirements
Qualification
Required
Assist in the preparation of comprehensive financial plans, including cash flow, retirement, insurance, and investment analyses
Gather, organize, and analyze client financial data
Build and update financial planning models and projections using planning software
Prepare draft recommendations and scenario analyses for advisor review
Support the development of goal-based plans tailored to client objectives and risk tolerance
Review client plans periodically and assist with updates based on life changes or market conditions
Serve as a primary support contact for client service requests, escalating issues as needed
Assist with onboarding new clients, including paperwork, account setup, and data collection
Prepare materials for client meetings, including agendas, reports, and follow-up summaries
Respond to routine client inquiries in a timely, professional manner
Track and follow up on outstanding client items to ensure timely completion
Maintain accurate and up-to-date client records in CRM and portfolio management systems
Support advisors with meeting follow-up, action items, and implementation tasks
Assist with processing service requests such as address changes, beneficiary updates, and account maintenance
Help ensure client service activities comply with firm policies and regulatory requirements
Ability to obtain all required registrations and professional designations within a reasonable timeframe after hire
Excellent client service and organizational skills
Strong attention to detail and ability to work in a fast-paced, deadline-driven environment
Team-oriented mindset with high ethical standards
Preferred
College degree preferred
Prior office or customer service experience preferred
Benefits
Health, dental, medical coverage
Disability income protection
Life insurance
PTO/vacation
Holidays
401(k)
Paid Parental Leave
Generous Paid Time Off
Eligibility for a $2,000 referral bonus
Employee Ownership
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
H1B Sponsorship
Janney Montgomery Scott LLC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (1)
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