Private Client Associate - Mystic, CT

Janney • Mystic, CT

2d

About The Position

You will work alongside two highly professional and experienced teams within Janney Montgomery Scott LLC, contributing to a collaborative, high-performing wealth management practice. We operate with a collaborative team culture and a long-term ownership mindset. Janney Montgomery Scott LLC is an award-winning full-service financial services firm that has earned the Great Place to Work® certification, recognizing its commitment to building a diverse workforce, an inclusive culture, and an outstanding employee experience. We are expanding and seeking a Private Client Associate to join our team and grow with us. The Role You will play a critical role in delivering an exceptional experience to our clients and driving the long-term success of our team.

Requirements

• 1+ year of industry experience preferred; Series 7 and Series 66 (or Series 63/65) registration a plus
• Strong ethical standards, high attention to detail, and a client-first mindset
• Exceptional customer service and relationship-building skills
• Clear and effective verbal and written communication abilities
• Organized and proactive, able to manage time effectively in a fast-paced, deadline-oriented environment
• Interest in advanced financial planning, wealth transfer, and family governance
• Collaborative spirit and ability to thrive in a high-performing team environment
• Ideally located within about 40 minutes of Mystic, Connecticut, or willing to relocate to support close collaboration with our team and clients

Responsibilities

• Supporting Financial Advisors across both teams in managing and growing relationships with multigenerational families
• Preparing financial planning analyses, account documentation, and client meeting materials
• Coordinating onboarding and service for new and existing accounts, ensuring operational excellence
• Assisting with the implementation of portfolio strategies and wealth planning initiatives
• Managing client communications, scheduling, and proactive follow-up
• Utilizing firm technology to streamline processes and respond quickly to client and advisor requests
• Providing excellent telephone and written communication, ensuring prompt, accurate, and professional service

Benefits

• Paid Parental Leave
• generous Paid Time Off
• eligibility for a $2,000 employee referral bonus
• an Employee Ownership program
• a Professional Development Assistance Plan

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed