Registered Private Client Associate - Richmond West, VA

Janney•Richmond, VA

About The Position

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. About the Team 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.

Requirements

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

Nice To Haves

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

Responsibilities

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
Opening and maintaining investment accounts
Preparing and processing client documentation
Coordinating asset transfers and account updates
Monitoring requests to ensure timely completion
Processing trades and transaction requests
Initiating wires, ACH transfers, and internal account journals
Tracking requests through completion while maintaining strict accuracy
Assemble client meeting materials and portfolio reports
Update CRM systems and maintain client records
Capture meeting notes and coordinate follow-up items