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Private Client Associate - Wealth Advisory
Job in
Boca Raton, Palm Beach County, Florida, 33481, USA
Listed on 2026-01-15
Listing for:
Janney
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor
Job Description & How to Apply Below
A financial services firm in Boca Raton seeks a Private Client Associate to support the Legacy Wealth Advisors team. In this role, you will manage client communications, assist with money movement requests, and oversee administrative functions. The ideal candidate has 10+ years of client engagement experience and is proficient in essential software tools. This position offers a competitive salary, a performance bonus, and various employee benefits.
Join us to thrive in a supportive and growth-oriented environment.
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Position Requirements
10+ Years
work experience
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