299
registered client associate jobs
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
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
Quick Apply
10d
Express Employment Professionals —Clifton Park, NY
Possess 3+ years of experience as a registered associate in the financial services sector. *Position Highlights: *Work-Life Balance- Experience the perks of…
$60,000 - $75,000 a year
Quick Apply
1h
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
Quick Apply
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
Quick Apply
Priority Financial Group —Remote
Examples of day-to-day responsibilities include: servicing phone calls from advisors and custodians, coordinating projects, prioritizing advisor tasks and…
$55,000 - $65,000 a year
Quick Apply
Edward Jones —Lincoln, NE
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
Morgan Stanley —New York, NY
Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…
Estimated: $54.6K - $69.2K a year
23h
Braun Wealth Management Group of NEST Capital —Fort Wayne, IN
FINRA Series 7 and 66 (or 63/65) registrations along with applicable Life and Health Insurance licenses are required at a minimum.
Estimated: $71K - $89.9K a year
Quick Apply
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
Quick Apply
10d
NFP Corp —Midlothian, VA
Answer phone calls, resolve issues, and/or take messages as needed. NFP and Wealthspire is proud to offer a competitive salary, PTO & paid holidays, 401(k) with…
Estimated: $60.5K - $76.6K 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
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
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
Fidelity Investments —Smithfield, RI
Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Sound too good to be true?
Estimated: $44.8K - $56.7K a year
Fidelity Investments —Merrimack, NH
Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Sound too good to be true?
Estimated: $48.9K - $61.9K a year
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
Equitable Advisors —Folsom, CA
You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus).
$55,000 - $175,000 a year
Quick Apply
Cambridge Investment Research, Inc. —Remote
Appropriate series license(s) for assigned functional area required or the ability to obtain within an established timeframe. Travel for SOVs and conferences.
$25 - $40 an hour
Quick Apply
Northwestern Mutual —Milwaukee, WI
Takes ownerships of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers. Proficient at resolving inquiries and transactions…
From $20.93 an hour
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