Private Client Associate - Newtown, PA

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are seeking a Private Client Associate to provide client service and administrative support to The Gormley Furlong Wealth Advisory Group.

Requirements

• Bachelor’s degree in Finance, Business, Economics, or a related field
• Prior office experience preferred but not required
• Series 7, 63 and 65, or 66 preferred or if unlicensed able 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)
• Ability to work collaboratively in a team environment
• Prior office or client service experience preferred
• Ability to work 5 days a week in person

Benefits

• Paid Parental Leave
• Paid Time Off
• Professional Development Assistance Plan
• Referral bonus