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Private Client Associate Jobs (NOW HIRING)

janney

$13.50 - $18.75/hr

As a 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 ...

janney

$13.50 - $18.75/hr

As a 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 ...

janney

$13.75 - $19/hr

As a 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 ...

janney

$13.75 - $19/hr

As a 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 ...

janney

$13.75 - $19/hr

As a 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 ...

janney

Private Client Associate - Newtown, PA

Newtown, PA

$13.50 - $18.75/hr

Janney Montgomery Scott LLC is seeking a Private Client Associate to provide client service and administrative support to The Gormley Furlong Wealth Advisory Group. This role supports client ...

janney

Private Client Associate - Newtown, PA

Newtown, PA

$13.50 - $18.75/hr

Janney Montgomery Scott LLC is seeking a Private Client Associate to provide client service and administrative support to The Gormley Furlong Wealth Advisory Group. This role supports client ...

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How much do private client associate jobs pay per year?

As of May 31, 2026, the average yearly pay for private client associate in the United States is $52,090.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,000.00 and $66,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Private Client Associate, and why are they important?

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 typically 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.

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.
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Private Client Associate jobs near you
Private Client Associate - Newtown, PA

Private Client Associate - Newtown, PA

Janney Montgomery Scott LLC

Newtown, PA • On-site

Full-time

PTO

Posted 16 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.
Janney Montgomery Scott LLC is seeking a Private Client Associate to provide client service and administrative support to The Gormley Furlong Wealth Advisory Group. This role supports client relationships, account administration, and internal coordination to help deliver a high-quality client experience in a fast-paced, in-office environment.
What you are good at:
Customer Service - Serve as a primary point of contact for clients, providing timely, professional, and courteous service; assist with account-related inquiries, account maintenance, transfers, and distributions while helping ensure a seamless client experience.
Communication - Build and maintain strong client relationships through proactive communication and follow-up; answer incoming calls, respond to inquiries, assist with client meeting preparation, and help clients navigate online account access tools and firm resources.
Initiative - Proactively utilize available technology and tools to support efficient and effective workflow management; assist advisors with account administration, portfolio updates, planning preparation, and internal coordination; maintain accurate records and ensure timely processing of client requests.
Building Relationships - Connect with others in a way that fosters trust and collaborative relationships; partner closely with advisors and team members to support business operations and client initiatives; anticipate potential issues and contribute to effective problem-solving in a team-oriented environment.
Requirements:
  • Bachelor's degree in Finance, Business, Economics, International Business, Marketing, or a related field preferred
  • Prior office, administrative, client service, or financial services experience preferred
  • Series 7, 63 and 65, or 66 preferred, or if unlicensed, ability to obtain licensing within twelve months from date of hire
  • Strong client service orientation with professional verbal and written communication skills
  • Excellent organizational skills, attention to detail, and ability to manage multiple priorities
  • Proficiency with Microsoft Office and CRM systems (e.g., Salesforce, ACT)
  • Analytical and detail-oriented approach to problem-solving
  • Ability to work collaboratively in a team environment
  • Ability to work 5 days a week in person

Why work for us?
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 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.

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