298
registered client associate jobs
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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Keyes, Stange & Wooten Wealth Management, LLC —Palm Coast, FL
Strong communication skills demonstrated via composition of letters, emails, and answering phone calls. Have self-awareness to develop an effective working…
Estimated: $49.7K - $62.9K a year
Quick Apply
Fleishel Financial Associates —Jacksonville, FL
Fleishel Financial Associates is not a registered broker/dealer and is independent of Raymond James Financial Services. Pay: From $55,000.00 per year.
From $55,000 a year
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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
Knightsbridge Wealth Management —Newport Beach, CA
Prepares alternative investment paperwork for client signature as well as process fundings and or capital calls. Knowledge of Tamarac and CRM preferred.
$80,000 - $100,000 a year
Quick Apply
14d
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
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7d
Equitable Advisors —Bala-Cynwyd, PA
O You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus). In this role, you will:*.
$75,150 - $95,500 a year
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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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21h
Equitable Advisors —Folsom, CA
To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the licensing requirements, and our training curriculum is designed…
$55,000 - $175,000 a year
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Royal Bank of Canada —Washington, DC
Build and maintain professional relationships with clients by assisting them and answering account questions. What do you need to succeed? What’s in it for you?
Estimated: $67.2K - $85.1K a year
1d
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
Equitable Advisors —Folsom, CA
If you do not have the following, you will be required to attain them, under our sponsorship: state life and health licenses, FINRA, Series 7 and 66…
$55,000 - $175,000 a year
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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
Newport —Remote
Bachelor’s degree in a business-related field or industry experience. Works with plan sponsors, brokers, registered investment advisors, Trust companies and…
Estimated: $77.8K - $98.5K a year
6d
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
14d
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
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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
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
Quick Apply
Fidelity Investments —Johnson City, TN
And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Estimated: $54.4K - $68.9K a year
3d
D.A. Davidson Companies —Helena, MT
It is ideal for someone with a detail-oriented, self-motivated personality who enjoys taking ownership of their work and enjoys the satisfaction of compiling…
Estimated: $46.8K - $59.3K a year
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