240
registered client associate jobs
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
Quick Apply
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
Strategic Financial Associates LLC —Bethesda, MD
You will work in our Investment Operations department with experienced professionals, working daily with clients and prospective clients.
$55,000 - $85,000 a year
Quick Apply
Bank of America —Towson, MD
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
Estimated: $60.7K - $76.9K a year
10d
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
Quick Apply
9d
Edward Jones —Libby, MT
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: $71K - $89.9K a year
Edward Jones —Kodiak, AK
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: $71K - $89.9K a year
The Moody Street Group, LLC —Auburndale, MA
We also provide group benefits, pension, tuition reimbursement for professional designations and conferences at worldwide locations.*.
$40,000 - $152,003 a year
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
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
Thrivent —Hastings, MN
Candidates must have ability to set appointments, carefully analyze client needs, effectively communicate financial plans and risk management solutions.
$75,000 - $150,000 a year
Quick Apply
Amon & Associates —Glastonbury, CT
Investigate potential implementation strategies, insurance products, investment products, or other elements for inclusion in financial plans; present analysis…
$80,000 - $120,000 a year
Quick Apply
NorthStar Financial Services Group, LLC —Durham, NC
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
Quick Apply
Merit Financial Advisors —Wilton, CT
Research and resolve client inquiries, return all client calls, and ensure client satisfaction at all times. Review account transactions daily to monitor trade…
$70,000 - $75,000 a year
Quick Apply
6d
Andersen —McLean, VA
Compensation: In addition to competitive base compensation, our firm offers annual discretionary bonuses based on firm and individual performance, a…
$65,000 a year
5d
Beacon Pointe Advisors —Newport Beach, CA
Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly.
Estimated: $60.1K - $76.1K a year
3d
Morgan Stanley —Greenwood Village, CO
Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…
$35,000 - $75,000 a year
NewEdge Capital Group LLC —Miami, FL
Series 7 and 66 licensed preferred or willingness to acquire a license while on the job. Proactively develop self to continuously improve knowledge, skills and…
Estimated: $46K - $58.3K a year
Quick Apply
12d
Winthrop Capital Management —Carmel, IN
Winthrop Capital Management is an SEC-registered investment advisor specializing in the management of equity, high-grade and high yield fixed income portfolios.
Estimated: $44K - $55.8K a year
Quick Apply
3d
Morgan Stanley —Greenwood Village, CO
Maintain focus on evolving policy and platform changes, participating in training opportunities and conference calls as needed.
Up to $75,000 a year
3d
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