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Registered Private Client Associate Midtown, NY

Janney


Job Location:

New York City, NY - USA

Yearly Salary: USD 65000 - 75000
Posted: 23 September 2026 (10 hours ago)
Application Deadline: 21 December 2026
Vacancies: 1 Vacancy

Job Summary

As a Registered Private Client Associate you will play an integral role in supporting Financial Advisors while delivering a high-quality relationship-driven client experience. Youll gain hands-on exposure to wealth management client service and financial is an excellent opportunity to join a high-performing team and build a long-term career in wealth you are good atCustomer Service Demonstrating the ability to build and foster strong client relationships through service; Able to follow up on time sensitive issues with all home office departmentsCommunication Providing excellent telephone service to clients and potential clients including prompt accurate and timely attention to detail. Able to compose effective client correspondence in accordance with established policies and proceduresInitiative- Proactively utilizing available technology and tools to support efficient and effective time management; Able to assist FAs in organizing and implementing productivity-based campaigns; Knowledgeable in accordance with established policies of all firm technology necessary to provide quick responses to FA and client Relationships Connecting with others in a way that fosters trust and creates collaborative relationships; Able to anticipate potential issues and/or problems and alert respective FA and/or Branch Management as you haveRequirements:High School diplomaAt least 1 year of relevant experienceSeries 7 63 and 65 or 66Excellent customer service skillsProficient skills in Word Excel PowerPoint and OutlookAble to work effectively in a fast paced deadline-oriented environmentStrong attention to detailAble to work effectively as part of a teamHigh ethical standardsWhy work for usBenefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employees life we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave generous Paid Time Off eligibility for a $2000 referral bonus Employee Ownership and Professional Development Assistance Plan designed to help you make the most of your life at work and at hometoday and in the future. Explore is an award-winning full-service financial services firm committed to understanding our clients needs and providing advice beyond 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. Fostering a positive workplace experience remains a top priority. Weve earned the Great Place to Work certification which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney this prestigious recognition underscores our commitment to our people and culture. People are our strongest asset. We recognize that when our team members thrive our firm is more 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 $65000 to $75000. Total compensation packages at Janney are based on experience skills credentials and geographical location of each specific candidate.

Required Experience:

IC


About Company

Janney has more than 100 locations in the US with Financial Advisors ready to help you achieve your goals through wealth management, financial planning, retirement, and insurance.

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