Private Client Associate Hingham, MA

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 UsMcKenna Family Wealth Planning is a multigenerational private wealth management team within Janney Montgomery Scott LLC entrusted with guiding more than $1 Billion in client assets. Recognized by Forbes as a Best-in-State Wealth Management Team we advise multigenerational families business owners executives and nonprofit organizations with complex financial needs spanning investments estate and trust planning philanthropy and business 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 Great Place to Work certification recognizing its commitment to an inclusive culture and outstanding employee our practice continues to grow we are seeking a Private Client Associate who wants to build a long-term career in wealth management and grow alongside our RoleThis position combines high-touch client service and operational execution with meaningful exposure to financial planning portfolio strategy wealth transfer and the management of complex client will play an important role in delivering an exceptional client experience while contributing to the continued growth and success of our practice. Responsibilities include:Supporting Financial Advisors in managing and developing relationships with multigenerational families business owners executives and nonprofit organizationsPreparing financial planning analyses client meeting materials account documentation and follow-up itemsCoordinating the onboarding and ongoing service of new and existing client relationshipsAssisting with the implementation of portfolio strategies and wealth planning initiativesTaking ownership of client service requests and ensuring timely accurate follow-throughManaging client communications scheduling and proactive follow-upUtilizing firm technology to improve workflows organization and responsivenessProviding professional and thoughtful telephone and written communicationCollaborating closely with advisors and team members to maintain a high standard of client service and operational excellenceWhat Were Looking ForWe are looking for someone who combines strong client-service instincts with attention to detail intellectual curiosity and a desire to develop deeper wealth management candidates will:Be willing and able to pass: SIE Series 7 and Series 66Strong ethical standards and a client-first mindsetExceptional client service and relationship-building skillsClear and effective verbal and written communication abilitiesStrong organizational skills and attention to detailA proactive approach and the ability to manage competing priorities in a fast-paced deadline-oriented environmentA collaborative spirit and desire to contribute to a high-performing teamA genuine interest in building a long-term career in wealth managementGrowth & OpportunityWe invest heavily in our people and want the person who joins us to have the opportunity to expand their knowledge responsibilities and career over will receive:Direct mentorship and professional development from multiple experienced Financial AdvisorsHands-on exposure to sophisticated financial planning investment management estate and trust strategies and complex client relationshipsOpportunities to assume increasing responsibility in financial planning and client relationship management as your experience developsCompetitive base salary quarterly bonus potential and a comprehensive Janney benefits packageJanneys benefits include Paid Parental Leave generous Paid Time Off an Employee Ownership program and a Professional Development Assistance Plan designed to support continued professional compensation package for this position consists of a base salary (with eligibility for an annual bonus/commissions if applicable) as well as eligibility to participate in all company benefits offered by Janney to full-time employees including health dental medical coverage disability income protection life insurance PTO/vacation holidays and 401(k). The salary range for this position will be $60000 to $70000. Total compensation packages at Janney are based on experience skills credentials and geographical location of each specific candidate.