Private Client Associate - Hingham, MA

Janney Montgomery Scott LLC•Hingham, MA

13d•$60,000 - $70,000

About The Position

McKenna Family Wealth Planning, a multigenerational private wealth management team within Janney Montgomery Scott LLC, is seeking a Private Client Associate to support the team’s growth and build a long-term career in wealth management. The team advises multigenerational families, business owners, executives, and nonprofit organizations with complex needs across investments, estate and trust planning, philanthropy, and business transitions. 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 help deliver an exceptional client experience and contribute to the practice’s continued growth. The position offers mentorship from experienced Financial Advisors, professional development, and opportunities to take on increasing responsibility in financial planning and client relationship management. The compensation package includes a base salary of $60,000 to $70,000, potential bonus or commissions where applicable, and eligibility for Janney benefits available to full-time employees. Janney describes its culture as collaborative and inclusive and is an equal opportunity employer.

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 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.
Take ownership of 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.