259
registered client associate jobs
Ballentine Partners, LLC —Waltham, MA
Handling special analyses and projects for client teams (estate flow diagramming, cash flow analysis, forecasting, etc.). A Bachelor’s Degree is required.
$70,000 - $100,000 a year
Allworth Financial —Roseville, CA
Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising…
$52,000 - $60,000 a year
Newport —Remote
Bachelor’s degree in a business-related field or industry experience. Works with plan sponsors, brokers, registered investment advisors, Trust companies and…
Estimated: $70K - $88.7K a year
12d
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
HighTower Advisors —Waltham, MA
Argent Wealth Management is an independent-minded business where individuals and families experience comprehensive and personal wealth management services.
Estimated: $70.8K - $89.6K a year
Quick Apply
Arista Wealth Management —Las Vegas, NV
We’re looking to hire an experienced Client Service Associate with experience and knowledge of 401(k) and cash balance plans who will provide exceptional…
$65,000 - $75,000 a year
Quick Apply
Oppenheimer & Co. Inc. —Jericho, NY
Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments.
$55,000 - $65,000 a year
Quick Apply
7d
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
7d
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
Confidential —New York, NY
Education: Required – Bachelor’s degree; Preferred – Bachelor’s degree in Finance or related field. Position would allow enhanced learning through backstopping…
$65,000 - $85,000 a year
Quick Apply
3d
Edelman Financial Engines —Santa Clara, CA
Verify accounts are traded into the accurate model and aid operation teams as needed; supervise incoming rollovers, other investment funding, and transfers to…
Estimated: $69.5K - $88K a year
1d
Stifel Trust Company, NA 46-Not Active —Irvine, CA
Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.). Organize and assist in the maintenance of complete…
$49,400 - $60,400 a year
8d
Morgan Stanley —Austin, TX
Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…
Estimated: $52.8K - $66.9K a year
22h
FCA Corp —Fort Worth, TX
A desire to improve technical skills, and stay current on market and industry trends. The successful candidate will work with other financial professionals and…
$55,000 - $75,000 a year
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Edward Jones —Fort Worth, TX
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: $58.7K - $74.3K a year
13d
Banco de Credito e Inversiones —Miami, FL
Assist Financial Advisor(s) with sales, service and operational related activities such as providing service to clients via telephone, direct interaction and/or…
Estimated: $58.1K - $73.6K a year
Quick Apply
Cobblestone Capital Adv —Rochester, NY
Responsible for answering phone lines and ensuring calls are routed properly. Continue to develop technical knowledge and expertise.
$55,000 - $75,000 a year
Quick Apply
Stifel Financial —New York, NY
Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.). 2+ years clerical/related industry experience.
$49,000 - $65,500 a year
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
Stifel, Nicolaus & Co., Inc. —Murrieta, CA
Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.). Organize and assist in the maintenance of complete…
Estimated: $49.8K - $63.1K a year
9d
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