Private Client Associate - Boca Raton, FL

Janney Montgomery Scott LLC, 2385 NW Executive Center Drive, Boca Raton, Florida, United States of America

Posted Wednesday, January 7, 2026 at 5:00 AM

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We 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.

Who we are

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We 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. We’ve earned the Great Place to Work® certification, which recognizes employers that have 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 successful.

Come join Legacy Wealth Advisors a high-performing, five-person advisory team seeking a highly productive Private Client Associate to join and support our practice.

As a Private Client Associate you will play an integral role in the success of the Legacy Wealth Advisors team. You will assist in administering, marketing and growing client relationships, working closely with our 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 may be asked to perform operational responsibilities as well.

What you'll do

• Client Communications – Support client communications through phone, email, and written correspondence by providing timely, accurate responses and coordinating follow-up in accordance with firm policies and procedures.
• Workflow Management – Manage and track daily service workflows to support timely and accurate completion of requests; coordinate with Financial Advisors and internal departments to ensure tasks are processed appropriately.
• Money Movement – Assist with the processing of client money movement requests, including deposits, transfers, and distributions, in accordance with firm guidelines and supervisory requirements.
• Administrative Management – Perform and oversee administrative functions related to account servicing, documentation, and record maintenance while adhering to regulatory requirements and firm standards.

What you bring

• 10 + years of client engagement, customer relations or service skills
• Series 7, 63 and 65, or 66 (preferred but not required)
• Proficient skills in Word, Excel, PowerPoint, Outlook, and Salesforce.
• Able to work effectively in a fast paced, deadline-oriented environment
• Strong attention to detail
• Able to work effectively as part of a team
• Prior office experience preferred but not required
• High ethical standards
• High School diploma;
  Associate’s or Bachelor’s degree preferred

Why work for us?

Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s 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 $2,000 referral bonus, Employee Ownership, and Professional Development Assistance Plan designed to help you make the most of your life at work and at home — today and in the future.

Explore further.

The 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 is $50,000 to $70,000
, with the opportunity to earn up to $21,000 in discretionary bonus compensation
, subject to eligibility and applicable terms. Total compensation packages at Janney are based on experience, skills, credentials, and geographical location, of each specific candidate.

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

Janney Montgomery Scott LLC, 2385 NW Executive Center Drive, Boca Raton, Florida, United States of America