271
registered client associate jobs
Edward Jones —Wanamaker, IN
Complete required CE training to ensure license(s) are in good standing. Research portfolio performance, cost/fees, asset allocation, changes to portfolio…
$24.43 - $28.56 an hour
Morgan Stanley —Miami, FL
Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…
Estimated: $57.6K - $73K 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
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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9d
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
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
8d
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
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
Fleishel Financial Associates —Jacksonville, FL
CLIENT SERVICE: New client onboarding, ongoing client service with correspondence and other communications, document management, money movement, ensuring client…
From $55,000 a year
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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
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
Horizon Wealth Planning- Raymond James —Winter Haven, FL
Bachelor's degree in Business Administration or related field. The role involves managing client accounts, processing transactions, preparing client reports,…
$36,778.06 - $44,291.86 a year
Quick Apply
12d
Signature Financial Solutions —Tampa, FL
FL Life, Health, Variable Annuity (215) license or willingness to sit for the exam would be preferred. Ability to multitask and prioritize daily workload.
From $50,000 a year
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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
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: $62.4K - $79K a year
Quick Apply
Oppenheimer & Co. Inc. —Virginia Beach, VA
Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments.
Estimated: $52.2K - $66.1K a year
Quick Apply
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: $69.7K - $88.3K a year
HighTower Advisors —Waltham, MA
Argent Wealth Management is an independent-minded business where individuals and families experience comprehensive and personal wealth management services.
Estimated: $81K - $103K a year
Quick Apply
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