272
registered client associate jobs
Edward Jones —McCall, ID
Complete required CE training to ensure license(s) are in good standing. Continually develop yourself to grow personally and professionally.
$23.21 - $27.13 an hour
Strategic Financial Associates LLC —Bethesda, MD
You will work in our Investment Operations department with experienced professionals, working daily with clients and prospective clients.
$55,000 - $85,000 a year
Quick Apply
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
Quick Apply
1h
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
The Moody Street Group, LLC —Auburndale, MA
We also provide group benefits, pension, tuition reimbursement for professional designations and conferences at worldwide locations.*.
$40,000 - $152,003 a year
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
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
7d
Flynn Financial LLC —Blakely, PA
We collaborate directly with clients to create and implement comprehensive and customized investment strategies. Financial concepts: 1 year (Preferred).
Estimated: $53.4K - $67.7K a year
Quick Apply
5d
Edward Jones —Saint Johnsbury, VT
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
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
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
Express Employment Professionals —Clifton Park, NY
Possess 3+ years of experience as a registered associate in the financial services sector. *Position Highlights: *Work-Life Balance- Experience the perks of…
$60,000 - $75,000 a year
Quick Apply
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 —Pryor, OK
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: $56.8K - $71.9K 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
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
Morgan Stanley —Walnut Creek, CA
Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…
$35,000 - $85,000 a year
2d
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
Red Clover —Remote
Update website and other social media sites as needed. Obtain, verify, and input client data into a number of financial software tools.
From $55,000 a year
Quick Apply
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