227
registered client associate jobs
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
5d
Keyes, Stange & Wooten Wealth Management, LLC —Palm Coast, FL
Strong communication skills demonstrated via composition of letters, emails, and answering phone calls. Desire to develop into an operations management role…
Estimated: $54.3K - $68.7K 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
Quick Apply
7d
NettWorth Financial Group —St. Louis, MO
Provide general office support (answering phones, photocopying, faxing, filing, creating documents, etc.). Process incoming and outgoing mail, including checks,…
$25 - $30 an hour
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
14d
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
1d
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
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
2d
Cerro Pacific Wealth Advisors —San Luis Obispo, CA
Answer the phones in a professional and courteous manner, and direct calls as necessary. Scan and file incoming and outgoing correspondence.
$50,000 - $65,000 a year
Quick Apply
8d
FCA Corp —Fort Worth, TX
A desire to improve technical skills, and stay current on market and industry trends. The successful candidate will work with other financial professionals and…
$55,000 - $75,000 a year
Quick Apply
Morgan Stanley —Tampa, FL
Be a problem solver: Demonstrate empathy and help clients resolve issues when answering inbound phone calls and servicing client accounts, to create an…
Estimated: $56.1K - $71.1K a year
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
1d
Coldstream Wealth Management —Bellevue, WA
Career development: 100% training/certification/licensing/dues reimbursement and mentoring program. Excellent communication skills, including writing business…
Estimated: $50.1K - $63.4K a year
Quick Apply
12d
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
1d
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: $44.8K - $56.8K a year
Quick Apply
9d
Equitable Advisors —Madison, WI
You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus).
$71,504 - $76,328 a year
Quick Apply
7d
Edward Jones —Artesia, NM
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: $71.4K - $90.4K a year
13d
Edward Jones —Fort Worth, 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: $58.7K - $74.3K a year
13d
Bank of America —Boulder, CO
2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus.
Estimated: $61.4K - $77.8K 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
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