Private Client Associate - Newtown, PA

Janney Montgomery Scott LLC

30 days ago

Newtown, PA

Onsite

Full Time

Junior

0 applicants

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About this role

A Private Client Associate at Janney plays a key role in supporting financial advisors by managing client relationships, assisting with marketing efforts, and handling operational tasks. They focus on providing excellent customer service, fostering strong relationships, and ensuring smooth communication between clients and the firm.

Skills

Qualifications

High School diploma

About Janney Montgomery Scott LLC

janney.com

Janney Montgomery Scott LLC (Janney) is a full-service wealth management and financial services firm that provides financial planning, investment advisory, brokerage, retirement plan, and trust services to individuals, families, and institutions. The firm delivers personalized advice through a nationwide network of financial advisors, backed by in-house equity research, portfolio management, and capital markets expertise. Janney also supports institutional clients with fixed income and equity trading, corporate finance, and underwriting. With a long-standing presence in the U.S. market, the firm emphasizes research-driven, long-term investment strategies and holistic financial planning.