245
registered client associate jobs
Bank of America —Yardley, PA
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
Estimated: $61.9K - $78.4K a year
Edward Jones —Mount Vernon, WA
Research portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to Financial Advisor and…
$28.34 - $33.13 an hour
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
12d
Edward Jones —Huffman, TX
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: $81.6K - $103K a year
3d
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
Quick Apply
B. Riley Financial —Poughkeepsie, NY
Receive incoming calls, handling requests, and directing communication to appropriate parties. The successful candidate will demonstrate the ability to work…
$50,000 - $65,000 a year
Quick Apply
4d
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
Quick Apply
3d
HighTower Advisors —Santa Fe, NM
Ability to obtain a securities representative license (Series 65) in first year of employment. Founded in 2008, Hightower is a wealth management firm that…
Estimated: $78.3K - $99.1K a year
Quick Apply
Edward Jones —Kīhei, HI
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…
$65,570 - $76,640 a year
Gradient Securities, LLC —Arden Hills, MN
Life and health insurance license – Required. Initiate and present client case design and demonstrate proficiency in highlighting the benefits of Gradient…
Estimated: $66.9K - $84.7K a year
Quick Apply
7d
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
NFP Corp —Madison, WI
Answer phone calls, resolve issues, and/or take messages as needed. NFP and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays,…
Estimated: $61.9K - $78.4K a year
Quick Apply
Miramontes Capital —Newport Beach, CA
II. Update calls with clients to answer any questions they may have. I. Manage all document tracking, e-filing, and client follow-up calls.
$75,000 - $80,000 a year
Quick Apply
4d
Knightsbridge Wealth Management —Newport Beach, CA
Prepares alternative investment paperwork for client signature as well as process fundings and or capital calls. Knowledge of Tamarac and CRM preferred.
$80,000 - $100,000 a year
Quick Apply
11d
Fidelity Investments —Covington, KY
Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Sound too good to be true?
Estimated: $45.6K - $57.8K a year
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
Stifel —Scottsdale, AZ
Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.). Organize and assist in the maintenance of complete…
Estimated: $37.5K - $47.5K a year
5h
NFP Corp —Annapolis, MD
Answer phone calls, resolve issues, and/or take messages as needed. NFP and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays,…
Estimated: $58.9K - $74.6K a year
Quick Apply
Equitable Advisors —Folsom, CA
These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
$55,000 - $175,000 a year
Quick Apply
Beacon Pointe Advisors LLC —Newport Beach, CA
Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly.
$60,000 - $70,000 a year
6d
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