Private Client Associate - Hingham, MA

Janney•Hingham, MA

12d•$60,000 - $70,000

About The Position

Janney is seeking a Private Client Associate to join McKenna Family Wealth Planning, a multigenerational private wealth management team within Janney Montgomery Scott LLC. The team advises families, business owners, executives, and nonprofit organizations on complex financial needs, including investments, estate and trust planning, philanthropy, and business transitions. The practice manages more than $1 billion in client assets and is recognized by Forbes as a Best-in-State Wealth Management Team. The role combines high-touch client service and operational execution with exposure to financial planning, portfolio strategy, wealth transfer, and complex client relationships. The associate will support the team’s client experience and contribute to the practice’s continued growth. Janney offers mentorship and professional development, with opportunities to take on greater responsibility in financial planning and client relationship management over time.

Requirements

Be willing and able to pass the SIE, Series 7, and Series 66 exams.
Strong ethical standards and a client-first mindset.
Exceptional client service and relationship-building skills.
Clear and effective verbal and written communication abilities.
Strong organizational skills and attention to detail.
A proactive approach and the ability to manage competing priorities in a fast-paced, deadline-oriented environment.
A collaborative spirit and desire to contribute to a high-performing team.
Genuine interest in building a long-term career in wealth management.

Responsibilities

Support Financial Advisors in managing and developing relationships with multigenerational families, business owners, executives, and nonprofit organizations.
Prepare financial planning analyses, client meeting materials, account documentation, and follow-up items.
Coordinate onboarding and ongoing service for new and existing client relationships.
Assist with implementing portfolio strategies and wealth planning initiatives.
Own client service requests and ensure timely, accurate follow-through.
Manage client communications, scheduling, and proactive follow-up.
Use firm technology to improve workflows, organization, and responsiveness.
Provide professional and thoughtful telephone and written communication.
Collaborate with advisors and team members to maintain high standards of client service and operational excellence.