What are the responsibilities and job description for the Private Client Associate - Richmond West, VA position at Janney Montgomery Scott LLC?
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.
As a Private Client Associate, you will be an integral member of a collaborative four-person team supporting a well-established wealth management practice. This role is ideal for someone who already holds industry licenses and is looking to deepen their experience within a sophisticated advisory environment. Working closely with two senior advisors and the broader team, the Registered Private Client Associate helps ensure seamless client service, efficient operational execution, and the continued growth of a highly respected advisory practice.
About The Team
Our team is an established wealth management practice within Janney Montgomery Scott with more than 40 years of combined industry experience serving high-net-worth individuals and families in the local Richmond, VA area.
Led by two senior partners recognized by Forbes for their excellence in wealth management, our team has built a reputation for delivering thoughtful advice, disciplined portfolio management, and exceptional client service. We operate as a collaborative four-person team that values professionalism, precision, and a shared commitment to long-term client relationships.
This is not a traditional administrative role. As a Registered Private Client Associate, you will play an integral part in the daily operations of a high-performing advisory practice. You will work directly alongside experienced advisors and support staff who are deeply invested in the success of the team and in the professional development of the right candidate.
Our practice prides itself on maintaining a high-touch client experience, strong internal collaboration, and a culture of accountability and excellence. The individual who joins our team will have the opportunity to contribute meaningfully to a well-established practice while continuing to grow within the wealth management industry.
What You’ll Do
Be the Client Experience Champion
You’ll Often Be The First Voice Clients Hear And The Person They Trust To Help Navigate Their Requests. You Will
You’ll help ensure that the behind-the-scenes work supporting our advisory practice runs smoothly. Responsibilities include:
Working closely with advisors and operations teams, you will help facilitate account activity, including:
Your organization and preparation will help advisors focus on delivering great advice. You will:
Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. 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. Explore further.
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. Fostering a positive workplace experience remains a top priority. We’ve earned the Great Place to Work® certification, which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.
Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.
As a Private Client Associate, you will be an integral member of a collaborative four-person team supporting a well-established wealth management practice. This role is ideal for someone who already holds industry licenses and is looking to deepen their experience within a sophisticated advisory environment. Working closely with two senior advisors and the broader team, the Registered Private Client Associate helps ensure seamless client service, efficient operational execution, and the continued growth of a highly respected advisory practice.
About The Team
Our team is an established wealth management practice within Janney Montgomery Scott with more than 40 years of combined industry experience serving high-net-worth individuals and families in the local Richmond, VA area.
Led by two senior partners recognized by Forbes for their excellence in wealth management, our team has built a reputation for delivering thoughtful advice, disciplined portfolio management, and exceptional client service. We operate as a collaborative four-person team that values professionalism, precision, and a shared commitment to long-term client relationships.
This is not a traditional administrative role. As a Registered Private Client Associate, you will play an integral part in the daily operations of a high-performing advisory practice. You will work directly alongside experienced advisors and support staff who are deeply invested in the success of the team and in the professional development of the right candidate.
Our practice prides itself on maintaining a high-touch client experience, strong internal collaboration, and a culture of accountability and excellence. The individual who joins our team will have the opportunity to contribute meaningfully to a well-established practice while continuing to grow within the wealth management industry.
What You’ll Do
Be the Client Experience Champion
You’ll Often Be The First Voice Clients Hear And The Person They Trust To Help Navigate Their Requests. You Will
- Serve as a key point of contact for clients, providing prompt and thoughtful support
- Coordinate meetings and communications between clients and advisors
- Ensure every client interaction reflects professionalism, warmth, and attention to detail
You’ll help ensure that the behind-the-scenes work supporting our advisory practice runs smoothly. Responsibilities include:
- Opening and maintaining investment accounts
- Preparing and processing client documentation
- Coordinating asset transfers and account updates
- Monitoring requests to ensure timely completion
Working closely with advisors and operations teams, you will help facilitate account activity, including:
- Processing trades and transaction requests
- Initiating wires, ACH transfers, and internal account journals
- Tracking requests through completion while maintaining strict accuracy
Your organization and preparation will help advisors focus on delivering great advice. You will:
- Assemble client meeting materials and portfolio reports
- Update CRM systems and maintain client records
- Capture meeting notes and coordinate follow-up items
- Highly organized with exceptional attention to detail
- A natural communicator who enjoys helping people
- Comfortable juggling multiple priorities in a fast-paced environment
- Proactive—someone who anticipates needs rather than waits to be asked
- Curious about financial markets and wealth management
- Experience supporting a financial advisory or wealth management practice
- Familiarity with brokerage or custodial platforms
- Securities licenses such as the FINRA Series 7 or FINRA Series 63, or willingness to obtain them
- High School diploma; Associate’s or Bachelor’s degree preferred
- 3-5 years of experience in a financial services role
- Prior office experience
- Excellent customer service skills
- Proficient skills in Word, Excel, PowerPoint, and Outlook
- Able to work effectively in a fast paced, deadline-oriented environment
- Strong attention to detail
- Able to work effectively as part of a team
- High ethical standards
Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. 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. Explore further.
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. Fostering a positive workplace experience remains a top priority. We’ve earned the Great Place to Work® certification, which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.
Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.