249
registered client associate jobs
Edward Jones —Watsonville, 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: $93.4K - $118K a year
Edward Jones —Salinas, 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: $93.4K - $118K a year
B. Riley Financial —Poughkeepsie, NY
Receive incoming calls, handling requests, and directing communication to appropriate parties. The successful candidate will demonstrate the ability to work…
$50,000 - $65,000 a year
Quick Apply
4d
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
12d
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
3d
Edward Jones —Sulphur, LA
Research portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to Financial Advisor and…
$23.21 - $27.13 an hour
Edward Jones —Boone, NC
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…
$53,700 - $62,766 a year
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
4d
Fidelity Investments —Covington, KY
Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Sound too good to be true?
Estimated: $45.6K - $57.8K a year
Stifel —Scottsdale, AZ
Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.). Organize and assist in the maintenance of complete…
Estimated: $37.5K - $47.5K a year
5h
Marks Group Wealth Management —Minnetonka, MN
Our Client Service team collaborates daily to respond to client inquiries, schedule client meetings, and service client accounts.
Estimated: $44.9K - $56.9K a year
Quick Apply
Northwestern Mutual —Marshfield, WI
Answer and direct telephone calls as appropriate. Health and Life licensed or gain licensing within 6 months of employment.
$50,000 - $60,000 a year
Quick Apply
6d
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
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
11d
TPM Placement —Nyack, NY
-Proofreading (or quality assurance) skills to ensure that own work is in accordance with advisor or Commonwealth criteria.
$70,000 - $75,000 a year
Quick Apply
7d
Royal Bank of Canada —Sioux Falls, SD
Build and maintain professional relationships with clients by assisting them and answering account questions. Ability to make a difference and lasting impact.
Estimated: $52.7K - $66.8K a year
COGENCY GLOBAL INC. —Des Moines, IA
Receiving inbound calls and making customer calls. This will include, reviewing documents, entering and processing requests, performing research and answering…
$45,000 - $47,000 a year
Quick Apply
13h
CyberCoders —Bellevue, WA
Bachelors degree in Finance, Business, Accounting, or related field. CFP, CFA, and/or Trust/Estate Planning certification is a plus. At least 3+ years of exp.
$75,000 - $95,000 a year
Quick Apply
2d
North Star Resource group —Richmond, VA
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
Wedbush Securities —Woodland Hills, CA
FINRA Series 7 license required. Answer phones and take detailed, accurate messages. Decisions regarding compensation are determined on a case-by-case basis and…
$30.00 - $32.92 an hour
7d
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