237
Registered Client Associate jobs
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
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
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: $62.2K - $78.8K a year
Quick Apply
11d
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: $48.2K - $61.1K a year
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
Quick Apply
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
19h
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
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
Quick Apply
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: $40.2K - $50.9K a year
Edward Jones —Hutchinson, MN
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
2d
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
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
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
Coldstream Wealth Management —Bellevue, WA
Career development: 100% training/certification/licensing/dues reimbursement and mentoring program. Excellent communication skills, including writing business…
Estimated: $52.7K - $66.8K a year
Quick Apply
6d
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: $36K - $45.5K a year
Fidelity Investments —Salt Lake City, UT
Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Sound too good to be true?
Estimated: $40.3K - $51K a year
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
Royal Bank of Canada —Washington, DC
Build and maintain professional relationships with clients by assisting them and answering account questions. Ability to make a difference and lasting impact.
Estimated: $67.2K - $85.1K a year
1d
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
9d
Oppenheimer & Co. Inc. —Virginia Beach, VA
Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments.
Estimated: $51K - $64.6K a year
Quick Apply
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