Registered Private Client Associate Westminster, MD
Job Location:
Westminster, CA - USA
Yearly Salary:
USD 60000 - 100000
Posted:
29 September 2026 (Yesterday)
Application Deadline:
27 December 2026
Vacancies:
1 Vacancy
Job Summary
As aRegistered Private Client Associate you will play an integral role in the success of the Velnoskey Wealth Advisors team. You will assist in administering marketing and growing client relationships working closely with our Janney Financial Advisors (FAs) to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You will perform operational responsibilities. You will have the opportunity to grow into an administrative leadership you are good at:Customer Service Demonstrating the ability to build and foster strong client relationships through service; Able to follow up on time sensitive excellent in person virtual and telephone service to clients and potential clients including prompt accurate and timely attention to detail. Able to compose effective client correspondence in accordance with established policies and proceduresInitiative- Proactively utilizing available technology and tools to support efficient and effective time management; Able to assist FAs in organizing and implementing productivity-based campaigns; Knowledgeable in accordance with established policies of all firm technology necessary to provide quick responses to FA and client inquiries. Your accomplishments and abilities:High School diploma; Associates or Bachelors degree preferredPrior office experience requiredSeries 7 63 and 65 or 66 Excellent customer service skillsProficient skills in Word Excel PowerPoint Outlook and SalesforceTrading system experience preferredLeadership qualities and experience preferredAble 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 The compensation package for this position consists of a base salary (with eligibility for an annual bonus/commissions if applicable) as well as eligibility to participate in all company benefits offered by Janney to full-time employees including health dental medical coverage disability income protection life insurance PTO/vacation holidays and 401(k). The salary range for this position will be$60000 to $ compensation packages at Janney are based on experience skills credentials and geographical location of each specific work for usBenefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employees 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 $2000 referral bonus Employee Ownership and Professional Development Assistance Plan designed to help you make the most of your life at work and at hometoday and in the future. Explore is an award-winning full-service financial services firm committed to understanding our clients needs and providing advice beyond 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. People are our strongest asset. We recognize that when our team members thrive our firm is more successful.
Required Experience:
IC
About Company
Janney has more than 100 locations in the US with Financial Advisors ready to help you achieve your goals through wealth management, financial planning, retirement, and insurance.