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Private Client Associate Licensing Path
Job in
Mystic, New London County, Connecticut, 06355, USA
Listed on 2026-01-01
Listing for:
Janney Montgomery Scott
Full Time
position Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Financial Consultant, Accounting & Finance
Job Description & How to Apply Below
A leading financial services firm in Mystic, Connecticut, is looking for a Registered Private Client Associate. In this role, you will support Financial Advisors in managing client relationships and prepare financial planning analyses. The ideal candidate will have a Series 7 and 66 license, exceptional customer service skills, and the ability to thrive in a fast-paced environment. The firm offers competitive salaries, mentorship opportunities, and substantial investment in employee development with full sponsorship for professional designations.
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Position Requirements
10+ Years
work experience
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