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Private Client Associate — Wealth Planning

Job in Mystic, New London County, Connecticut, 06355, USA
Listing for: Janney Montgomery Scott LLC
Full Time position
Listed on 2026-03-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Private Client Associate — Wealth Planning & Growth
A prominent financial services firm in Mystic, Connecticut is looking for a Private Client Associate to support Financial Advisors in managing client relationships and preparing financial planning analyses. The role emphasizes ethical standards, attention to detail, and strong communication skills. You will benefit from full sponsorship for licensing and career development opportunities. The firm also offers a competitive salary, annual bonus potential, and generous benefits including paid parental leave and professional development support.
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Position Requirements
10+ Years work experience
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