Registered Private Client Associate - Houston, TX

Janney is an award‑winning full‑service financial services firm dedicated to understanding client needs and providing advice beyond investments. The firm is committed to building a diverse workforce and an inclusive culture where employees can thrive and grow professionally.

About the role

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 Janney Financial Advisors (FAs) to enhance and expand their business. You will help develop and maintain client relationships by organizing and implementing productivity‑based campaigns and may also perform operational responsibilities.

Responsibilities

• Assist in administering, marketing, and growing client relationships.
• Work closely with Financial Advisors to enhance and expand their business.
• Develop and maintain client relationships by organizing and implementing productivity‑based campaigns.
• Provide excellent telephone service and timely, accurate client correspondence.
• Utilize firm technology to support efficient time management and respond quickly to FA and client inquiries.
• Anticipate potential issues, alert the appropriate FA or Branch Management, and follow up on time‑sensitive matters.
• Perform operational responsibilities as needed.

Requirements

• High School diploma (Associate’s or Bachelor’s degree preferred).
• Prior office experience preferred but not required.
• Series 7, 63 and 65, or 66 licensing.
• Excellent customer service skills.
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.
• Ability to work effectively in a fast‑paced, deadline‑oriented environment.
• Strong attention to detail.
• Ability to work effectively as part of a team.
• High ethical standards.

Benefits

• Paid Parental Leave.
• Generous Paid Time Off.
• Eligibility for a $2,000 referral bonus.
• Employee Ownership.
• Professional Development Assistance Plan.