235
registered client associate jobs
Bank of America —Florham Park, NJ
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
Estimated: $83.9K - $106K a year
Edward Jones —Georgetown, KY
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
1d
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
10d
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
9d
Janney Montgomery Scott —Mystic, CT
Provide excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail.
Estimated: $45.4K - $57.5K a year
Quick Apply
Wells Fargo Advisors Financial Network —Orlando, FL
Direct incoming phone calls to appropriate team member. Provide general administrative assistance including filing, copying and typing correspondence.
Estimated: $38.1K - $48.3K a year
Quick Apply
10d
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
3d
NorthStar Financial Services Group, LLC —Durham, NC
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
Edelman Financial Engines —Dallas, TX
Verify accounts are traded into the accurate model and aid operation teams as needed; supervise incoming rollovers, other investment funding, and transfers to…
Estimated: $67.5K - $85.5K a year
14h
Cambridge Investment Research, Inc. —Remote
Appropriate series license(s) for assigned functional area required or the ability to obtain within an established timeframe. Travel for SOVs and conferences.
$25 - $40 an hour
Quick Apply
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).
$75,150 - $95,500 a year
Quick Apply
Equitable Advisors —Folsom, CA
You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus).
$55,000 - $175,000 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
Quick Apply
21h
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
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
Royal Bank of Canada —Washington, DC
Build and maintain professional relationships with clients by assisting them and answering account questions. Ability to make a difference and lasting impact.
Estimated: $67.2K - $85.1K a year
1d
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
Ashford Advisors —Remote
Ashford Advisors is not registered in any state or with the U.S. Implement cutting edge financial strategies to grow and develop long lasting, value-based…
$68,459 - $78,967 a year
Quick Apply
Charles Schwab —Fort Mitchell, KY
Active and valid Series 66 (or 63/65) license (may be obtained within 90 days of starting in the AFC role). Active or valid insurance license (may be obtained…
$75,000 - $125,000 a year
Quick Apply
7d
The Colony Group —Boca Raton, FL
Drafting and processing correspondence to clients and communicating with clients by telephone and email; The Client Service Associate provides a high level and…
Estimated: $56K - $70.9K a year
10d
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