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.This is an exciting opportunity for a Private Client Associate to partner with the Bishop Wealth Management Group to provide all aspects of client service, administrative, marketing, trade support and growing client relationships. Requires a variety of operational and administrative tasks to a team of Financial Advisors. The Private Client Associate may be involved with the execution of several team-wide projects and marketing events.What you will do:
- Develop and organize marketing campaigns, literature, and client events.
- Create client meeting agendas to assist with the review of clients' current investments and objectives, providing clients with a picture of their current portfolio composition.
- Compile information and help create financial plans for Financial Advisor presentation.
- Learn the trade system and support traders within managed account models and client asset allocation.
- Work closely with Financial Advisors and clients to execute operational requests for new accounts, asset transfers, and other account-related tasks.
- Assist in updating the CRM, electric document management systems and learn various aspects of the firm's software.
- Serve as a liaison between Financial Advisors and clients. Communicate effectively with each party verbally and in writing. Follow up on time sensitive issues with clients.
- Manage selected projects; ensuring tasks are complete and done on time.
What you have:
- Bachelor's degree in Finance or a related field with a minimum GPA of 3.0 preferred
- Series 7, 63 and 65, or 66 preferred or if unlicensed able to obtain licensing within twelve months from date of hire
- Initiative to learn and utilize technology and tools to support efficient and effective time management.
- Focus on Wealth Management as a career.
- 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
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 Paternal 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. Attracting, hiring, and retaining diverse talent is a priority for the firm. We succeed because of the people who choose to work here; the depth of their skills, experiences, diversity of thoughts and backgrounds. 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 dedicated to promoting and supporting diversity within our workplace. We provide an environment that promotes respect, integrity, teamwork, achievement and acceptance regardless of age, disability, education, gender, gender expression, gender identity, job level, marital status, military status, national origin, parental status, pregnancy, race, religion, sexual orientation, socioeconomic status, or other protected factors. Janney is committed to equal employment opportunities and providing reasonable accommodations to applicants with physical and/or mental disabilities.Other details
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