Registered Private Client Associate - Westminster, MD

About the Role

As a Registered Private Client Associate, you will play an integral role in the success of the Velnoskey Wealth Advisors team. You will assist in administering, marketing, and growing client relationships, working closely with Janney Financial Advisors (“FAs”) to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You will perform operational responsibilities and have the opportunity to grow into an administrative leadership role.

Responsibilities

• Demonstrate the ability to build and foster strong client relationships through service, including following up on time-sensitive issues.
• Provide excellent in-person, virtual, and telephone service to clients and potential clients, ensuring prompt, accurate, and timely attention to detail.
• Compose effective client correspondence in accordance with established policies and procedures.
• Proactively utilize available technology and tools to support efficient and effective time management.
• Assist FAs in organizing and implementing productivity-based campaigns.
• Use firm technology to provide quick responses to FA and client inquiries in accordance with established policies.

Requirements

• High School diploma; Associate’s or Bachelor’s degree preferred.
• Prior office experience required.
• Series 7, 63, and 65, or 66 licenses.
• Excellent customer service skills.
• Proficient in Word, Excel, PowerPoint, Outlook, and Salesforce.
• Trading system experience preferred.
• Leadership qualities and experience preferred.
• 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

• Health, dental, and medical coverage.
• Disability income protection and life insurance.
• Paid Time Off (PTO), vacation, and holidays.
• 401(k) retirement plan.
• Paid Parental Leave.
• Generous Paid Time Off.
• Eligibility for a $2,000 referral bonus.
• Employee Ownership.
• Professional Development Assistance Plan.

Pay

The salary range for this position is $60,000 to $100,000, with eligibility for an annual bonus/commissions if applicable. Total compensation packages are based on experience, skills, credentials, and geographical location.