Registered Private Client Associate - Westminster, MD

Janney•Westminster, MD

14d•Onsite

About The Position

As a Registered Private Client Associate, you will play an integral role in the success of the Velnoskey Wealth Advisors team. You will assist in administering, marketing, and growing client relationships, working closely with our Janney Financial Advisors (“FAs”) to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You will perform operational responsibilities. You will have the opportunity to grow into an administrative leadership role.

Requirements

High School diploma
Prior office experience required
Series 7, 63 and 65, or 66
Excellent customer service skills
Proficient skills in Word, Excel, PowerPoint, Outlook, and Salesforce
Trading system experience preferred
Leadership qualities and experience preferred
Able to work effectively in a fast paced, deadline-oriented environment
Strong attention to detail
Able to work effectively as part of a team
High ethical standards

Nice To Haves

Associate’s or Bachelor’s degree preferred
Leadership qualities and experience preferred
Trading system experience preferred

Responsibilities

Administering, marketing, and growing client relationships.
Working closely with Financial Advisors (FAs) to enhance and grow their business.
Developing and maintaining client relationships by organizing and implementing productivity-based campaigns.
Performing operational responsibilities.
Assisting FAs in organizing and implementing productivity-based campaigns.