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Private Client Associate Jobs in Westerly, RI (NOW HIRING)

Companions and Homemakers

Client Care Specialist

Norwich, CT · On-site

$25 - $28/hr

Job Summary The Client Care Specialist serves as the primary point of contact for private pay ... High school diploma or equivalent required; associate or bachelor's degree preferred. * Minimum of ...

Posted today

washingtontrust

Wealth Advisor

Westerly, RI · On-site

$125K - $175K/yr

Work collaboratively with Wealth Administrators and Associates to ensure client service standards are met * Guide clients through complex financial decisions with clarity and confidence * Maintain ...

washingtontrust

Wealth Advisor

Westerly, RI · On-site

$125K - $175K/yr

Work collaboratively with Wealth Administrators and Associates to ensure client service standards are met * Guide clients through complex financial decisions with clarity and confidence * Maintain ...

CROSSMARK1

Retail Merchandiser

Groton, CT · On-site

$13.75 - $17/hr

Headquartered in Plano, Texas, CROSSMARK is a privately owned corporation. Equal Opportunity ... associates and other merchandising companies to effectively meet company and client objectives.

CROSSMARK1

Retail Merchandiser

Groton, CT · On-site

$13.75 - $17/hr

Headquartered in Plano, Texas, CROSSMARK is a privately owned corporation. Equal Opportunity ... associates and other merchandising companies to effectively meet company and client objectives.

CROSSMARK1

Retail Merchandiser

Groton, CT · On-site

$13.75 - $17/hr

Headquartered in Plano, Texas, CROSSMARK is a privately owned corporation. Equal Opportunity ... associates and other merchandising companies to effectively meet company and client objectives.

CROSSMARK1

Retail Merchandiser

Groton, CT · On-site

$13.75 - $17/hr

Headquartered in Plano, Texas, CROSSMARK is a privately owned corporation. Equal Opportunity ... associates and other merchandising companies to effectively meet company and client objectives.

CROSSMARK1

Retail Merchandiser

Groton, CT · On-site

$13.75 - $17/hr

Headquartered in Plano, Texas, CROSSMARK is a privately owned corporation. Equal Opportunity ... associates and other merchandising companies to effectively meet company and client objectives.

CROSSMARK1

RETAIL MERCHANDISER(2016-40264)

Groton, CT · On-site

$13.75 - $17/hr

Headquartered in Plano, Texas, CROSSMARK is a privately owned corporation. Equal Opportunity ... associates and other merchandising companies to effectively meet company and client objectives.

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Private Client Associate information

What is a private client associate?

A Private Client Associate is a financial professional who works closely with high-net-worth individuals or families to manage their investment portfolios, provide personalized financial advice, and support their overall wealth management needs. They typically assist private client advisors or relationship managers by preparing client presentations, conducting research, and handling account administration. The role requires strong communication, organizational, and analytical skills, as well as a solid understanding of financial markets and products. Private Client Associates play a key role in ensuring clients receive tailored services and a high level of attention.

What skills and qualifications are needed to thrive as a private client associate?

To thrive as a Private Client Associate, you need a solid background in finance, investment principles, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and relevant certifications such as FINRA Series 7 or 66 is highly valuable. Exceptional interpersonal skills, discretion, and attention to detail help build trust and deliver personalized service to high-net-worth clients. These competencies are crucial for maintaining client satisfaction, ensuring compliance, and supporting the firm's reputation and growth.

How does a private client associate collaborate with financial advisors and other team members to serve clients?

Private Client Associates work closely with financial advisors, portfolio managers, and client service teams to ensure a seamless client experience. They often act as a primary point of contact for high-net-worth clients, handling account administration, preparing meeting materials, and responding to client inquiries. Collaboration is key, as they coordinate with other specialists to address complex client needs, such as investment planning or trust services. This team-oriented environment fosters professional development and provides exposure to multiple aspects of wealth management.

How much does a private client associate make?

A private client associate typically earns between $50,000 and $85,000 annually, depending on experience, location, and the firm. Entry-level positions may start lower, while experienced associates or those in major financial hubs can earn higher salaries, often supplemented with bonuses and benefits.

What cities near Westerly, RI are hiring for Private Client Associate jobs?

Cities near Westerly, RI with the most Private Client Associate job openings:

Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in Westerly, RI as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Private Client Associate - Mystic. CT

Janney Montgomery Scott LLC

Mystic, CT • On-site

Full-time

PTO

Re-posted 5 days ago

Job description

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.
About Us
Harbor Wealth Planning is a multigenerational private wealth management team within Janney Montgomery Scott LLC, entrusted with guiding more than $750 million in client assets. Recognized by Forbes as a Best-in-State Wealth Management Team, we advise multigenerational families, business owners, executives, and nonprofit organizations with complex financial needs spanning investments, estate and trust planning, philanthropy, and business transitions.
We operate with a collaborative team culture and a long-term ownership mindset. Janney Montgomery Scott LLC is an award-winning, full-service financial services firm that has earned Great Place to Work® certification, recognizing its commitment to an inclusive culture and outstanding employee experience.
As our practice continues to grow, we are seeking a Registered Private Client Associate who wants to build a long-term career in wealth management and grow alongside our team.
The Role
This position combines high-touch client service and operational execution with meaningful exposure to financial planning, portfolio strategy, wealth transfer, and the management of complex client relationships.
You will play an important role in delivering an exceptional client experience while contributing to the continued growth and success of our practice. Responsibilities include:
  • Supporting Financial Advisors in managing and developing relationships with multigenerational families, business owners, executives, and nonprofit organizations
  • Preparing financial planning analyses, client meeting materials, account documentation, and follow-up items
  • Coordinating the onboarding and ongoing service of new and existing client relationships
  • Assisting with the implementation of portfolio strategies and wealth planning initiatives
  • Taking ownership of client service requests and ensuring timely, accurate follow-through
  • Managing client communications, scheduling, and proactive follow-up
  • Utilizing firm technology to improve workflows, organization, and responsiveness
  • Providing professional and thoughtful telephone and written communication
  • Collaborating closely with advisors and team members to maintain a high standard of client service and operational excellence

What We're Looking For
We are looking for someone who combines strong client-service instincts with attention to detail, intellectual curiosity, and a desire to develop deeper wealth management expertise.
Ideal candidates will have:
  • Series 7 and Series 66, or Series 7 with Series 63/65, and at least one year of financial services industry experience
  • Strong ethical standards and a client-first mindset
  • Exceptional client service and relationship-building skills
  • Clear and effective verbal and written communication abilities
  • Strong organizational skills and attention to detail
  • A proactive approach and the ability to manage competing priorities in a fast-paced, deadline-oriented environment
  • An interest in advanced financial planning, investments, wealth transfer, estate and trust planning, and family governance
  • A collaborative spirit and desire to contribute to a high-performing team
  • A genuine interest in building a long-term career in wealth management
  • Residence within commuting distance of Mystic, Connecticut, or willingness to relocate

Growth & Opportunity
We view this as a career-development role, not simply a support position. We invest heavily in our people and want the person who joins us to have the opportunity to expand their knowledge, responsibilities, and career over time.
You will receive:
  • Full sponsorship for additional licensing and professional designations, including CFP® and AWMA® programs
  • Direct mentorship and professional development from multiple experienced Financial Advisors
  • Hands-on exposure to sophisticated financial planning, investment management, estate and trust strategies, and complex client relationships
  • Opportunities to assume increasing responsibility in financial planning and client relationship management as your experience develops
  • Long-term career development opportunities, with the potential for future participation in the growth and ownership of our practice
  • Competitive base salary, annual bonus potential, and a comprehensive Janney benefits package

Janney's benefits include Paid Parental Leave, generous Paid Time Off, an Employee Ownership program, and a Professional Development Assistance Plan designed to support continued professional growth.
How to Apply
Please submit your résumé and a brief cover letter describing your interest in joining Harbor Wealth Planning and how your experience and career goals align with this opportunity to:
sgreenfield@janney.com
Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.

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