Registered Private Client Associate - Mystic, CT

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.

We are a multi-generational private wealth management team within Janney Montgomery Scott LLC, entrusted with guiding more than $700 million in client assets. Our clients include multigenerational families, business owners, executives, and nonprofits with complex planning needs—estates, trusts, philanthropic goals, and business transitions.

We operate with a collaborative team culture and a long-term ownership mindset. Janney Montgomery Scott LLC is an award-winning full-service financial services firm that has earned the Great Place to Work® certification, recognizing its commitment to building a diverse workforce, an inclusive culture, and an outstanding employee experience.

We are expanding and seeking a Registered Private Client Associate to join our team and grow with us.

You will play a critical role in delivering an exceptional experience to our clients and driving the long-term success of our team.

Responsibilities include:

• Supporting Financial Advisors across both teams in managing and growing relationships with multigenerational families
• Preparing financial planning analyses, account documentation, and client meeting materials
• Coordinating onboarding and service for new and existing accounts, ensuring operational excellence
• Assisting with the implementation of portfolio strategies and wealth planning initiatives
• Managing client communications, scheduling, and proactive follow-up
• Utilizing firm technology to streamline processes and respond quickly to client and advisor requests
• Providing excellent telephone and written communication, ensuring prompt, accurate, and professional service

• Registered professional (Series 7 and 66 or 63/65) with 1+ year of industry experience
• Strong ethical standards, high attention to detail, and a client-first mindset
• Exceptional customer service and relationship-building skills
• Clear and effective verbal and written communication abilities
• Organized and proactive, able to manage time effectively in a fast-paced, deadline-oriented environment
• Interest in advanced financial planning, wealth transfer, and family governance
• Collaborative spirit and ability to thrive in a high-performing team environment
• Ideally located within about 40 minutes of Mystic, Connecticut, or willing to relocate to support close collaboration with our team and clients

We invest heavily in our people. You will receive:

• Full sponsorship for additional licensing and professional designations (e.g. CFP®, AWMA®, etc.)
• Mentorship from multiple senior advisors
• Opportunities for long-term career development, with potential for future equity/ownership participation in our practice as you grow
• Competitive base salary, annual bonus potential, and a comprehensive benefits package

Benefits at Janney include:
Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 employee referral bonus, an Employee Ownership program, and a Professional Development Assistance Plan to help you thrive both at work and at home.

We encourage you to submit your application if you are interested in moving forward in the process. Should you have any questions, please feel free to contact our team directly at

Janney is dedicated to promoting and supporting diversity within our workplace. We provide an environment that promotes respect, integrity, teamwork, achievement and acceptance regardless of age, disability, education, gender, gender expression, gender identity, job level, marital status, military status, national origin, parental status, pregnancy, race, religion, sexual orientation, socioeconomic status or other protected factors. Janney is committed to equal employment opportunities and providing reasonable accommodations to applicants with physical and/or mental disabilities.