258
registered client associate jobs
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: $72.6K - $92K a year
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Bridgehaven Financial Advisors —Warren, NJ
Bachelor's degree in business, finance or related field is preferred. Communicate via telephone and email to address client issues.
$60,000 - $70,000 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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North Star Resource group —Milwaukee, WI
In addition to a mentor who is an industry expert in their niche market, you will have access to training courses that are designed to educate you on the…
$60,000 - $100,000 a year
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Fincadia Capital Partners —New York, NY
This opportunity involves active client interaction to provide platinum level high touch service for our clients. Excellent verbal and written communication.
$45,000 - $50,000 a year
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ARPG —Las Vegas, NV
Series 6 and Series 63 license. Minimum 5 years experience in management within investment management operation or related field.
From $66,000 a year
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6d
Morgan Stanley —Aventura, FL
Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…
Estimated: $52.5K - $66.5K a year
2h
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: $31.7K - $40.1K a year
13d
J.W. Cole Financial, Inc. —Tampa, FL
The successful candidate will help to reasonably ensure Financial Professionals remain compliant with applicable federal and state rules, regulations, and best…
$60,000 - $70,000 a year
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Correct Capital Wealth Management —St. Louis, MO
Verifying client account cash balances, generating and reviewing monthly available cash report. Coordinating account transfers and confirm cost basis…
$60,000 - $65,000 a year
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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
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Edward Jones —Houston, 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: $58.5K - $74K a year
Edward Jones —Rusk, TX
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
Edward Jones —Orlando, FL
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: $71.5K - $90.5K a year
1d
J.W. Cole Financial, Inc. —Tampa, FL
Series 7 license not required, but preferred. Firm will sponsor the right candidate to obtain their securities license if determined to be beneficial for their…
$40,000 - $50,000 a year
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Royal Bank of Canada —Minneapolis, MN
Build and maintain professional relationships with clients by assisting them and answering account questions. Ability to make a difference and lasting impact.
Estimated: $76.3K - $96.6K a year
13h
Ballentine Partners, LLC —Waltham, MA
Handling special analyses and projects for client teams (estate flow diagramming, cash flow analysis, forecasting, etc.). A Bachelor’s Degree is required.
$70,000 - $100,000 a year
Oppenheimer & Co. Inc. —Virginia Beach, VA
Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments.
Estimated: $51.7K - $65.4K a year
Quick Apply
Summit Financial, LLC —Parsippany, NJ
Sort incoming mail for advisors and team. Develop and carry out an efficient documentation and filing system. Assist with client transaction requests.
From $65,000 a year
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5d
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
11d
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