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 play an integral role in the success of the Janney branch. You will assist in administering,...
Location. Hybrid to Melville, NY or Jersey City, NJ. Position Overview. The Private Client Associate is responsible for supporting the Private Client team in providing exceptional service to our Private Client customers. Critical Job Functions. Work as a team with Private Client Account Managers, producers, sales support, and other team members to meet the needs of our Private Client customers by assisting with account reviews, quoting, billing i...
Marquette was founded in 1986 with the sole objective of providing investment consulting at the highest caliber of service. Our expertise is grounded in our commitment to client service - our team aims to be a trusted partner and as fiduciaries, our clients' interests and objectives are at the center of everything we do. Our approach brings together the real-world experience of our people and our dedication to creativity and critical thinking in ...
As a. Private Client Associate. with. Seaport Wealth Management at Janney Montgomery Scott. you will play an integral role in the success of our team. You will assist in administering, marketing and growing client relationships, working closely with our Financial Advisors (“FAs”) to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You may be asked...
The Sound Wealth Management Group is looking for a talented and motivated individual to support a team of financial advisors as a Registered Private Client Associate. As a. Registered. Private Client Associate. you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with our Janney Financial Advisors (“FAs”) to enhance and grow their business...
