Private Client Associate - Middletown, DE

About the role

As a Private Client Associate at Janney, 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.

Responsibilities

• Assist in administering, marketing, and growing client relationships
• Organize and implement productivity-based campaigns
• Perform operational responsibilities as needed

Requirements

• High School diploma
• Prior office experience preferred but not required
• Series 7, 63, 65, or 66 preferred but not required
• 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

Benefits

Explore further. Janney offers a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, and Professional Development Assistance Plan.