233
Registered Client Associate jobs
Bridgehaven Financial Advisors —Warren, NJ
Bachelor's degree in business, finance or related field is preferred. Communicate via telephone and email to address client issues.
$60,000 - $70,000 a year
Quick Apply
HighTower Advisors —Santa Fe, NM
Ability to obtain a securities representative license (Series 65) in first year of employment. Founded in 2008, Hightower is a wealth management firm that…
Estimated: $72.6K - $92K a year
Quick Apply
Equitable Advisors —Syracuse, NY
Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge,…
From $90,000 a year
Quick Apply
North Star Resource Group —Minneapolis, MN
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
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
ARPG —Las Vegas, NV
Series 6 and Series 63 license. Minimum 5 years experience in management within investment management operation or related field.
From $66,000 a year
Quick Apply
7d
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
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Davenport & Company —Greensboro, NC
Answering phones, filing, and preparing correspondence. Ability to learn and master computer programs that house customer data. Series 7 and 66 Licensed.
Estimated: $31.7K - $40.1K a year
14d
Congruent Wealth —Jacksonville, FL
Administrative support includes but is not limited to, responding to incoming emails and not letting them linger, distributing mail, preparing outgoing mailings…
$65,000 - $80,000 a year
Quick Apply
5d
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
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4d
J.W. Cole Financial, Inc. —Tampa, FL
The successful candidate will help to reasonably ensure Financial Professionals remain compliant with applicable federal and state rules, regulations, and best…
$60,000 - $70,000 a year
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Edward Jones —Front Royal, VA
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…
$65,570 - $85,156 a year
Edward Jones —Orlando, FL
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: $71.5K - $90.5K a year
1d
Idaho Central Credit Union —Meridian, ID
Works independently and in partnership with Advisors in answering telephone calls, correspondence, and emails. *A FINRA Series 7 license is required.
Estimated: $80.2K - $102K a year
20h
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
5d
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
5d
J.W. Cole Financial, Inc. —Tampa, FL
Series 7 license not required, but preferred. Firm will sponsor the right candidate to obtain their securities license if determined to be beneficial for their…
$40,000 - $50,000 a year
Quick Apply
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: $61.6K - $77.9K a year
14d
D.A. Davidson Companies —Salt Lake City, UT
Series 7 & 65/66 licensure preferred or the ability to obtain SIE/7/66 licensing within requisite period of time. Solid technology skills (Microsoft Office).
Estimated: $47.2K - $59.7K a year
3d
NFP Corp —Chicago, IL
Answer phone calls, resolve issues, and/or take messages as needed. NFP, an Aon company, and Wealthspire Advisors is proud to offer a competitive salary, PTO &…
$50,000 - $95,000 a year
3d
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