324
Registered Client Associate jobs
Raymond James Financial, Inc. —Destin, FL
With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.
Estimated: $39.2K - $49.6K a year
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: $68.8K - $87.2K a year
Richard Brothers Financial Advisors —South Portland, ME
No recruiters or phone calls please. 1+ years of experience in client service and/or operations in the financial services industry (preferably with an…
$53,000 - $65,000 a year
Quick Apply
Edward Jones —Half Moon Bay, CA
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: $66.4K - $84.1K a year
Edward Jones —Pryor, OK
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: $56.8K - $71.9K a year
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: $63K - $79.8K a year
Quick Apply
Family, Wealth and Legacy, LLC —Remote
Collaborate with advisors and clients to design, implement, and monitor financial plans. Prepare paperwork for client transactions, including, but not limited…
$40,000 - $55,000 a year
Quick Apply
21h
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
7d
Flynn Financial LLC —Blakely, PA
_Desired: Advanced Certifications e.g., CFP, CFA or willing to pursue._. The type of clients we serve includes families, retirees, small business owners,…
Estimated: $53.4K - $67.7K a year
Quick Apply
6d
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: $68.8K - $87.2K a year
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
Equitable Advisors —Fort Worth, TX
Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge,…
$50,000 - $250,000 a year
Quick Apply
6d
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
Shum Financial Group —Alameda, CA
The client service associate is an entry-level support role to support the client account management team. Want to successfully develop into a client account…
$48,000 - $75,000 a year
Quick Apply
Lineweaver Financial Group —Valley View, OH
Have monthly, quarterly or yearly service calls/meetings with clients. Work with clients to understand needs and case design through fact-finding, collecting…
$100,000 a year
Quick Apply
3d
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…
$20.93 - $31.39 an hour
Ebert Capital Management Inc. —Eureka, CA
Series 65 license or the ability to pass the Series 65 exam. Inbound client calls, schedule appointments, and prepare materials for client meetings.
$46,800 - $62,400 a year
Quick Apply
5d
Raymond James Financial, Inc. —Newport Beach, CA
Ability to obtain additional securities and advisory state registrations if required by state. Series 63, 65 and/or 66 as required by state.
$70,000 - $75,000 a year
5d
Edward Jones —Kansas City, MO
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…
Estimated: $54.7K - $69.3K a year
13d
Confidential —New York, NY
Education: Required – Bachelor’s degree; Preferred – Bachelor’s degree in Finance or related field. Position would allow enhanced learning through backstopping…
$65,000 - $85,000 a year
Quick Apply
14d
I want to receive the latest job alert for Registered Client Associate
By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.