239
registered client associate jobs
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
Cerro Pacific Wealth Advisors —San Luis Obispo, CA
Answer the phones in a professional and courteous manner, and direct calls as necessary. Scan and file incoming and outgoing correspondence.
$50,000 - $65,000 a year
Quick Apply
10d
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
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
Amon & Associates —Glastonbury, CT
Investigate potential implementation strategies, insurance products, investment products, or other elements for inclusion in financial plans; present analysis…
$80,000 - $120,000 a year
Quick Apply
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: $53.4K - $67.7K 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: $57.9K - $73.3K a year
Parsons Financial Associates, Inc —Concord, NH
Answer inbound telephone calls and handle basic client requests. Make outbound calls to schedule client appointments. Help manage the CRM system.
$50,000 - $70,000 a year
Quick Apply
6d
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
Keyes, Stange & Wooten Wealth Management, LLC —Palm Coast, FL
Strong communication skills demonstrated via composition of letters, emails, and answering phone calls. Desire to develop into an operations management role…
Estimated: $50K - $63.3K a year
Quick Apply
Arbor Trust Wealth Advisors —Ann Arbor, MI
Daily responsibilities include, but are not limited to, entering and verifying financial transactions; completing and maintaining tasks through client…
Estimated: $43.9K - $55.6K a year
Quick Apply
1d
HighTower Advisors —Melville, NY
FINRA Series 7 and 63 license required. Bachelor's degree in finance, business administration, or a related field a plus.
$85,000 - $100,000 a year
Quick Apply
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: $71K - $89.9K a year
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
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
8d
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: $50.3K - $63.7K a year
11d
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
11d
NFP Corp —Annapolis, MD
Answer phone calls, resolve issues, and/or take messages as needed. NFP and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays,…
Estimated: $62.4K - $79K a year
Quick Apply
SEQUOIA FINANCIAL GROUP —Tampa, FL
This position would help the Advisors focus more efficiently on business development and strategic oversight. Client Appreciation Events (all clients).
Adara Wealth Management —Tucson, AZ
Process incoming checks and screen incoming account paperwork for accuracy.\*. Associate’s Degree or Bachelor’s Degree desired in business administration or…
$40,000 - $65,000 a year
Quick Apply
1d
I want to receive the latest job alert for registered client associate
By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.
Related Searches