Senior Registered Private Client Associate - Garden City, NY
Janney Montgomery Scott LLCHighlight
Summary
About the Role
About You
- High School diploma; Associate’s or Bachelor’s degree preferred.
- At least five years’ experience as a Registered Private Client Associate.
- Series 7, 63 and 65, or 66 certifications.
- Excellent customer service skills.
- Proficient skills in Word, Excel, PowerPoint, and Outlook.
- Ability to work effectively in a fast-paced, deadline-oriented environment.
- Strong attention to detail.
- Ability to work effectively as part of a team.
- High ethical standards.
Benefits
- Paid Parental Leave.
- Generous Paid Time Off.
- Eligibility for a $2,000 referral bonus.
- Employee Ownership.
- Professional Development Assistance Plan.
- Health, dental, and medical coverage.
- Disability income protection.
- Life insurance.
- 401(k) plan.
Janney Montgomery Scott LLC is a leading wealth management and investment banking firm dedicated to putting client needs first. We are committed to providing individuals, families, businesses, and institutions with tailored financial advice to help pursue their personal or business goals. You’ll find the size of our firm and the experience of our professionals make us approachable, accessible, and accountable. With a commitment to meeting client needs and a culture of service and collaboration, we consistently strive to deliver on our mission of offering the highest standard of success in financial relationships. Janney is a member of the New York Stock Exchange, Financial Industry Regulatory Authority, and the Securities Investor Protection Corporation.