Registered Private Client Associate - Richmond West, VA

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We 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.

As a Registered Private Client Associate
, you will be an integral member of a collaborative four-person team supporting a well-established wealth management practice. This role is ideal for someone who already holds industry licenses and is looking to deepen their experience within a sophisticated advisory environment. Working closely with two senior advisors and the broader team, the Registered Private Client Associate helps ensure seamless client service, efficient operational execution, and the continued growth of a highly respected advisory practice.

Our team is an established wealth management practice within Janney Montgomery Scott with more than 40 years of combined industry experience serving high-net-worth individuals and families in the local Richmond, VA area. Led by two senior partners recognized by Forbes for their excellence in wealth management, our team has built a reputation for delivering thoughtful advice, disciplined portfolio management, and exceptional client service.

We operate as a collaborative four-person team that values professionalism, precision, and a shared commitment to long-term client relationships.

This is not a traditional administrative role. As a Registered Private Client Associate, you will play an integral part in the daily operations of a high-performing advisory practice. You will work directly alongside experienced advisors and support staff who are deeply invested in the success of the team and in the professional development of the right candidate.

Our practice prides itself on maintaining a high-touch client experience, strong internal collaboration, and a culture of accountability and excellence. The individual who joins our team will have the opportunity to contribute meaningfully to a well-established practice while continuing to grow within the wealth management industry.

You’ll Often Be The First Voice Clients Hear And The Person They Trust To Help Navigate Their Requests. You Will

• Serve as a key point of contact for clients, providing prompt and thoughtful support
• Coordinate meetings and communications between clients and advisors
• Ensure every client interaction reflects professionalism, warmth, and attention to detail

You’ll help ensure that the behind-the-scenes work supporting our advisory practice runs smoothly.

Responsibilities include:

• Opening and maintaining investment accounts
• Preparing and processing client documentation
• Coordinating asset transfers and account updates
• Monitoring requests to ensure timely completion

Working closely with advisors and operations teams, you will help facilitate account activity, including:

• Processing trades and transaction requests
• Initiating wires, ACH transfers, and internal account journals
• Tracking requests through completion while maintaining strict accuracy

Your organization and preparation will help advisors focus on delivering great advice. You will:

• Assemble client meeting materials and portfolio reports
• Update CRM systems and maintain client records
• Capture meeting notes and coordinate follow-up items

• Highly organized with exceptional attention to detail
• A natural communicator who enjoys helping people
• Comfortable juggling multiple priorities in a fast-paced environment
• Proactive—someone who anticipates needs rather than waits to be asked
• Curious about financial markets and wealth management

• Experience supporting a financial advisory or wealth management practice
• Familiarity with brokerage or custodial platforms
• Securities licenses such as the FINRA Series 7 or FINRA Series 63, or willingness to obtain them

Benefits:
Janney believes that its employees are…