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Private Client Associate - New Hope, PA at Janney

Location
Pennsylvania
Level
entry
Posted

Description

Janney is hiring a Private Client Associate to support a New Hope branch by servicing and growing client relationships with Financial Advisors, organizing productivity-based campaigns, handling client and home-office communications, and performing operational responsibilities. The role requires a high school diploma, strong customer service and communication skills, Microsoft Office proficiency, attention to detail, teamwork, and ethical standards; Series 7, 63, 65, or 66 licensing is preferred or obtainable within twelve months, while prior office experience and a college degree are preferred. Benefits include paid parental leave, paid time off, a referral bonus, employee ownership, and professional development assistance.

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