Private Client Associate - Miami, FL
About The Position
Janney is an award-winning full-service financial services firm committed to understanding clients' needs and providing advice beyond investments. They are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Janney is recognized as a Great Place to Work®, reflecting positive employee experiences. The Young Wealth Management Group, a high-performing four-person advisory team, is seeking a motivated and detail-oriented Private Client Associate to join their 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
- 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)
Nice To Haves
- Familiarity with Salesforce is a plus
- Prior internship or office experience is helpful but not required
- Securities licenses (Series 7, 63, 65, or 66) are a plus or willingness to obtain them
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.
Benefits
- Paid Parental Leave
- generous Paid Time Off
- eligibility for a $2,000 referral bonus
- Employee Ownership
- Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future
- base salary
- eligibility for an annual bonus/commissions if applicable
- health coverage
- dental coverage
- medical coverage
- disability income protection
- life insurance
- PTO/vacation
- holidays
- 401(k)
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
501-1,000 employees
