Registered Private Client Associate - Hauppauge, NY

Janney Montgomery Scott LLC•Hauppauge, NY

1d•$75,000 - $90,000•Onsite

About The Position

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We 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. As a Registered Private Client Associate you will play an integral role in the success of the Janney branch. 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 may be asked to perform operational responsibilities as well.

Requirements

High School diploma
Series 7, 63 and 65, or 66
Excellent customer service skills
Proficient skills in Word, Excel, PowerPoint, and Outlook
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
Prior office experience preferred but not required

Responsibilities

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