237
registered client associate jobs
Weiser Financial —Orlando, FL
Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to…
$60,000 - $80,000 a year
Quick Apply
9d
Davenport & Company —Greensboro, NC
Answering phones, filing, and preparing correspondence. Ability to learn and master computer programs that house customer data. Series 7 and 66 Licensed.
Estimated: $32.4K - $41K a year
Morgan Stanley —Knoxville, TN
Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…
Estimated: $50.2K - $63.6K a year
5d
Cerity Partners —Fort Worth, TX
Bachelor’s degree in finance or business-related field preferred but not required. Interact with brokerage service team to perform research on transactions,…
Estimated: $52.7K - $66.8K a year
8d
HighTower Advisors —Northbrook, IL
Greet clients and guests in our offices and assist with food and beverage orders and necessary. Arrange conference rooms, AV equipment, dial-in numbers and…
Estimated: $65.3K - $82.7K a year
Quick Apply
Childfree Wealth, LLC —Remote
As a Planner, you will play a crucial role in helping our clients to develop comprehensive, ongoing financial plans tailored to their specific needs and goals.
$70,000 - $100,000 a year
4d
Adara Wealth Management —Tucson, AZ
Process incoming checks and screen incoming account paperwork for accuracy.\*. Associate’s Degree or Bachelor’s Degree desired in business administration or…
$40,000 - $65,000 a year
Quick Apply
1d
Avant Healthcare Professionals —Maitland, FL
Coordinate internal training sessions, conference calls, virtual interviews, interview prep sessions, or any other requests necessary to initiate placements…
Estimated: $48K - $60.7K a year
Northwestern Mutual —Valparaiso, IN
Answer and direct telephone calls as appropriate. Health and Life licensed or gain licensing within 6 months of employment.
$90,000 - $175,000 a year
Quick Apply
Edward Jones —Kodiak, AK
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional…
Estimated: $71K - $89.9K a year
Curi RMB Capital LLC —Lake Forest, IL
Participate in 1-4 client or prospect meetings or calls each week. The WMA assists the Wealth Advisor in establishing relationships with clients and is…
$75,000 - $90,000 a year
Quick Apply
9d
Kennedy Financial Services —Eastland, TX
Maintain the integrity of a shared email inbox by working with teammates to handle incoming client or vendor request, Log incoming documents, or distribute…
$16 - $18 an hour
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The Mather Group —Chicago, IL
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the…
Estimated: $113K - $144K a year
LEISURE CAPITAL MANAGEMENT —Costa Mesa, CA
Cashiering - inbound and outbound movement requests; Checks, wire transfers, journals, ACH. Handle client input within financial planning software and become…
$70,000 - $120,000 a year
Quick Apply
Banco de Credito e Inversiones —Miami, FL
Bci is offering to license elected candidate within 6 months of employment, if they do not have required licenses. Deposit checks received by mail.
Estimated: $43.7K - $55.4K a year
Quick Apply
Hennion & Walsh, Inc. —Boca Raton, FL
Gain business expertise and market knowledge through our comprehensive training and mentoring program. They do not have to network on weekends, pay for seminars…
Estimated: $67.9K - $86K a year
Quick Apply
8d
WoodmenLife —Omaha, NE
Receives incoming and makes outgoing calls to/from WFS Financial Representatives, WoodmenLife Representatives and clients.
$54,582 - $73,217 a year
Quick Apply
Royal Bank of Canada —Glastonbury, CT
Build and maintain professional relationships with clients by assisting them and answering account questions. Ability to make a difference and lasting impact.
Estimated: $53.9K - $68.3K a year
Cetera Financial Group —Midvale, UT
Notify departments of new agents, and reach out to new agents with welcome email, when applicable. Communicate professionally and provide customer service, via…
Estimated: $40.9K - $51.7K a year
HighTower Advisors —Madison, CT
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and…
Estimated: $96.2K - $122K a year
Quick Apply
3d
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