
Senior Private Client Associate - Grow Client Relationships
Janney Montgomery Scott LLC, Latham, NY, United States
A financial services firm located in Albany, NY is looking for a Senior Registered Private Client Associate. This role involves assisting financial advisors in managing client relationships, organizing campaigns, and performing operational duties. Candidates should have at least five years of experience in a similar role and hold Series 7, 63, and 65 or 66 licenses. The position offers a salary range of $65,000 to $80,000, a competitive benefits package, and a focus on work-life balance.
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