Private Client Associate - Mystic, CT

The Role

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

• 1+ year of industry experience preferred;
  Series 7 and Series 66 (or Series 63/65) registration a plus
• 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. Series 7 and 66 or 63/65)
• 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.

Please submit your résumé and a brief cover letter describing why you are interested in joining our team and how your background aligns with this role to Chase Bradley  and Patty Grady

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