273
registered client associate jobs
Strategic Financial Associates LLC —Bethesda, MD
This opportunity will allow you to develop and gain access to outstanding market growth opportunities while adding stability and capacity to the overall…
$55,000 - $85,000 a year
Quick Apply
Raymond James Financial, Inc. —Newport Beach, CA
Ability to obtain additional securities and advisory state registrations if required by state. Series 63, 65 and/or 66 as required by state.
$70,000 - $75,000 a year
4d
Fincadia Capital Partners —New York, NY
This opportunity involves active client interaction to provide platinum level high touch service for our clients. Excellent verbal and written communication.
$45,000 - $50,000 a year
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Family, Wealth and Legacy, LLC —Remote
Collaborate with advisors and clients to design, implement, and monitor financial plans. Prepare paperwork for client transactions, including, but not limited…
$40,000 - $55,000 a year
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1h
Edward Jones —Mount Vernon, WA
Complete required CE training to ensure license(s) are in good standing. Research portfolio performance, cost/fees, asset allocation, changes to portfolio…
$28.34 - $33.13 an hour
3d
Bank of America —Southlake, TX
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
Estimated: $64.4K - $81.5K a year
13d
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: $68.8K - $87.2K a year
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
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7d
Flynn Financial LLC —Blakely, PA
_Desired: Advanced Certifications e.g., CFP, CFA or willing to pursue._. The type of clients we serve includes families, retirees, small business owners,…
Estimated: $53.4K - $67.7K a year
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5d
Richard Brothers Financial Advisors —South Portland, ME
No recruiters or phone calls please. 1+ years of experience in client service and/or operations in the financial services industry (preferably with an…
$53,000 - $65,000 a year
Quick Apply
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: $32.3K - $40.8K a year
Lineweaver Financial Group —Valley View, OH
Have monthly, quarterly or yearly service calls/meetings with clients. Work with clients to understand needs and case design through fact-finding, collecting…
$100,000 a year
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3d
NFP Corp —West Hartford, CT
Develop positive relationships with clients by attending meetings, calls and handling administrative requests directly as well as from team members on behalf of…
Estimated: $75K - $94.9K a year
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Merritt Point Wealth Advisors —Greenwich, CT
Responsible for ensuring all client needs are promptly and accurately addressed; Serve as front office support; answering inbound client telephone calls; Answer…
$70,000 - $100,000 a year
Quick Apply
3d
Mutual of Omaha —Houston, TX
Registration as a licensed FINRA Registered Representative (SIE and Series 6/7 or equivalent license, and Series 63 if applicable) must be obtained within six…
$65,000 - $130,000 a year
Edward Jones —Kodiak, AK
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: $68.8K - $87.2K a year
Edward Jones —Gallup, 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: $68.8K - $87.2K a year
14d
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…
$20.93 - $31.39 an hour
Hazlett Burt & Watson, Inc —Lancaster, PA
Answer phones, schedule appointments, and prepare materials for client meetings. Competitive Compensation - Starting $50,000 and higher depending on experience…
From $50,000 a year
Quick Apply
2d
Ebert Capital Management Inc. —Eureka, CA
Series 65 license or the ability to pass the Series 65 exam. Inbound client calls, schedule appointments, and prepare materials for client meetings.
$46,800 - $62,400 a year
Quick Apply
4d
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