Private Client Associate - Mystic, CT

Janney Montgomery Scott
Any Location, CT
Category Finance
Job Description
Janney Montgomery Scott LLC is seeking a Private Client Associate to join their team in Mystic, CT. The role will involve supporting financial advisors, preparing financial planning analyses, and managing client communications. The ideal candidate will have strong ethical standards, exceptional customer service skills, and a client-first mindset.

Requirements

  • 1+ year of industry experience
  • 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

Benefits

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