Private Client Associate - Miami, FL

Janney•Miami, FL

20h•Onsite

About The Position

The Young Wealth Management Group, a high-performing four-person advisory team, is seeking a motivated and detail-oriented Private Client Associate to join our growing practice. This is an excellent opportunity for a recent graduate or early-career professional who is ambitious, eager to learn, and interested in building a long-term career in financial services. In this role, you will work closely with Financial Advisors to support client relationships, contribute to business growth, and gain hands-on experience in wealth management operations.

Requirements

Bachelor’s degree in Business, Finance, or a related field (required)
Strong interest in financial services and a desire to build a long-term career in wealth management
Ambitious, growth-oriented mindset with a willingness to learn
Strong communication and organizational skills
High attention to detail and ability to manage multiple tasks
Ability to work both independently and as part of a team
Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)
Familiarity with Salesforce is a plus
Securities licenses (Series 7, 63, 65, or 66) are a plus or willingness to obtain them

Nice To Haves

Prior internship or office experience is helpful but not required

Responsibilities

Support client communications through phone, email, and written correspondence by providing timely, accurate responses and coordinating follow-up in accordance with firm policies and procedures.
Manage and track daily service workflows to support timely and accurate completion of requests; coordinate with Financial Advisors and internal departments to ensure tasks are processed appropriately.
Assist with the processing of client money movement requests, including deposits, transfers, and distributions, in accordance with firm guidelines and supervisory requirements.
Perform and oversee administrative functions related to account servicing, documentation, and record maintenance while adhering to regulatory requirements and firm standards.