Private Wealth Associate - Client Services & Planning
OSTTRA Group
Janney Montgomery Scott LLC is seeking a client-service professional to support Financial Advisors in managing multigenerational families, business owners, executives, and nonprofit organizations, with exposure to financial planning, portfolio strategy, wealth transfer, and complex client relationships. This role blends high-touch service with operational execution, coordinating onboarding, client communications, and meeting follow-ups while leveraging firm technology to boost workflows and #J-18808-Ljbffr OSTTRA Group
Vacancy posted 5 days ago
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