233
registered client associate jobs
Strategic Financial Associates LLC —Bethesda, MD
This opportunity will allow you to develop and gain access to outstanding market growth opportunities while adding stability and capacity to the overall…
$55,000 - $85,000 a year
Quick Apply
Bank of America —Florham Park, NJ
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
Estimated: $83.9K - $106K a year
Confidential —Rochester, NY
This position is critical to building client advocacy and ensuring continued profitability of the practice. Works with an entire team to coordinate all prospect…
$50,000 - $90,000 a year
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Condor Capital Wealth Management —Martinsville, NJ
Assist with answering the phones and responding to emails. Strong knowledge of Microsoft Office and related business productivity tools.
$55,000 - $65,000 a year
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7d
Dye Creek Capital —Raleigh, NC
Make use of exceptional communication skills to take client calls and reroute them to other associates when necessary.
$70,000 - $80,000 a year
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Equitable Advisors —Syracuse, NY
Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge,…
From $90,000 a year
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Edward Jones —Georgetown, KY
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain…
$53,700 - $62,766 a year
1d
Gradient Securities, LLC —Arden Hills, MN
Life and health insurance license – Required. We help our employees thrive in their chosen field while also encouraging them to explore other parts of our…
Estimated: $62.2K - $78.8K a year
Quick Apply
10d
TPM Placement —Nyack, NY
-Proofreading (or quality assurance) skills to ensure that own work is in accordance with advisor or Commonwealth criteria.
$70,000 - $75,000 a year
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10d
Boutique Recruiting —Vancouver, WA
Provide excellent client service by handling client phone calls and emails. This role primarily supports two wealth advisors by facilitating client fund…
$25 - $32 an hour
Signature Financial Solutions —Tampa, FL
Do you have a valid Series 7 license? Do you have a valid FL 215 license? FL Life, Health, Variable Annuity (215) license or willingness to sit for the exam…
From $50,000 a year
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Moors & Cabot, Inc. —Alexandria, VA
In addition to specializing in wealth management through full service registered representatives, Moors & Cabot offers investors additional investment tools…
$55,000 - $85,000 a year
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13d
Edelman Financial Engines —Dallas, TX
Verify accounts are traded into the accurate model and aid operation teams as needed; supervise incoming rollovers, other investment funding, and transfers to…
Estimated: $67.5K - $85.5K a year
14h
Northwestern Mutual —Marshfield, WI
Answer and direct telephone calls as appropriate. Health and Life licensed or gain licensing within 6 months of employment.
$50,000 - $60,000 a year
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9d
Janney Montgomery Scott —Mystic, CT
Provide excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail.
Estimated: $45.4K - $57.5K a year
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Wells Fargo Advisors Financial Network —Orlando, FL
Direct incoming phone calls to appropriate team member. Provide general administrative assistance including filing, copying and typing correspondence.
Estimated: $38.1K - $48.3K a year
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10d
Horizon Wealth Planning- Raymond James —Winter Haven, FL
Bachelor's degree in Business Administration or related field. The role involves managing client accounts, processing transactions, preparing client reports,…
$36,778.06 - $44,291.86 a year
Quick Apply
3d
Fleishel Financial Associates —Jacksonville, FL
CLIENT SERVICE: New client onboarding, ongoing client service with correspondence and other communications, document management, money movement, ensuring client…
From $55,000 a year
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Keyes, Stange & Wooten Wealth Management, LLC —Palm Coast, FL
Strong communication skills demonstrated via composition of letters, emails, and answering phone calls. Desire to develop into an operations management role…
Estimated: $49.7K - $62.9K a year
Quick Apply
Cnl Securities Corp —Orlando, FL
Excellent telephone communication skills and etiquette. Making effective telephone presentations to prospective clients to solicit meetings for the sales team.
From $45,000 a year
Quick Apply
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