Private Client Associate - Greenspring, MD

Job Description

Posted Friday, January 9, 2026 at 5:00 AM

Janney Montgomery Scott LLC, 2328 W. Joppa Road, Lutherville, Maryland, United States of America

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.

Wealth Planning Associate
, you’ll play an integral role in the success of our branch and the growth of our clients’ financial futures. This position is primarily focused on financial planning, including analysis, preparation, and support throughout the financial planning process, with additional responsibilities of providing client service and administrative support. The role works closely with our Financial Advisors on a daily basis and plays an important part in delivering thoughtful, personalized advice.

• Assist in the preparation of comprehensive financial plans, including cash flow, retirement, insurance, and investment analyses
• Gather, organize, and analyze client financial data
• Build and update financial planning models and projections using planning software
• Prepare draft recommendations and scenario analyses for advisor review
• Support the development of goal‑based plans tailored to client objectives and risk tolerance
• Review client plans periodically and assist with updates based on life changes or market conditions

• Serve as a primary support contact for client service requests, escalating issues as needed
• Assist with onboarding new clients, including paperwork, account setup, and data collection
• Prepare materials for client meetings, including agendas, reports, and follow‑up summaries
• Respond to routine client inquiries in a timely, professional manner
• Track and follow up on outstanding client items to ensure timely completion
• Maintain accurate and up‑to‑date client records in CRM and portfolio management systems
• Support advisors with meeting follow‑up, action items, and implementation tasks
• Assist with processing service requests such as address changes, beneficiary updates, and account maintenance
• Help ensure client service activities comply with firm policies and regulatory requirements

• Detail‑oriented, motivated, and thrives in a collaborative work environment.
• Prior office or customer service experience preferred
• Ability to obtain all required registrations and professional designations within a reasonable timeframe after hire.
• Excellent client service and organizational skills
• Strong attention to detail and ability to work in a fast‑paced, deadline‑driven environment
• Team‑oriented mindset with high ethical standards

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 will be $60,000 to $80,000. Total compensation packages at Janney are based on experience, skills, credentials, and geographical location of each specific candidate.

Janney believes that its employees are the key to what makes a great company. 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.

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