Private Client Associate - Naples, FL

Private Client Associate Overview

Janney is an award‑winning full‑service financial services firm committed to understanding our clients’ needs and providing advice beyond investments. We value a diverse workforce and inclusive culture where employees can thrive professionally.

As a 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 our 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, providing outstanding client service, and ensuring a positive and professional branch experience.

• High School diploma
• Prior office experience preferred but not required
• Series 7, 63, 65, or 66 preferred or unlicensed but able to obtain licensing within twelve months from date of hire
• 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

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 to help you make the most of your life at work and at home.

Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.