260
Registered Client Associate jobs
Coldstream Wealth Management —Bellevue, WA
Career development: 100% training/certification/licensing/dues reimbursement and mentoring program. Excellent communication skills, including writing business…
$55,000 - $65,000 a year
Quick Apply
Miramontes Capital —Newport Beach, CA
II. Update calls with clients to answer any questions they may have. I. Manage all document tracking, e-filing, and client follow-up calls.
$75,000 - $80,000 a year
Quick Apply
HighTower Advisors —New York, NY
Provide top-quality service to clients and facilitate operational duties (i.e. cash movements, address change, beneficiary update, tuition payments, charitable…
$100,000 - $120,000 a year
Quick Apply
3d
Royal Bank of Canada —Lake Oswego, OR
Series 7 and 66 (or 63/65) plus state licenses or ability to promptly become registered in states consistent with those of FA.
Estimated: $74K - $93.7K a year
3d
Thrivent —Remote
Associates can be fully licensed, securities licensed, or insurance licensed. The sponsoring financial advisor helps our members analyze their current situation…
15h
Equitable Advisors —Folsom, CA
These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
$55,000 - $175,000 a year
Quick Apply
Gradient Securities, LLC —Arden Hills, MN
Life and health insurance license – Required. Initiate and present client case design and demonstrate proficiency in highlighting the benefits of Gradient…
Estimated: $70.8K - $89.6K a year
Quick Apply
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
Cetera Financial Group —Midvale, UT
Notify departments of new agents, and reach out to new agents with welcome email, when applicable. Communicate professionally and provide customer service, via…
$18 - $21 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
Janney Montgomery Scott —Westbrook, CT
*Communication* –Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail.
Estimated: $56.4K - $71.4K a year
Quick Apply
Bank of America —Sioux Falls, SD
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their…
Estimated: $81.5K - $103K a year
15h
HighTower Advisors —West Palm Beach, FL
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation,…
Estimated: $46K - $58.2K a year
Quick Apply
13d
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
4d
Franklin Templeton Investments —Texas
Communicate best practices for Canvas implementation by interfacing directly with key members of the partner firm (investment team, advisors, operations).
$80,000 - $90,000 a year
5d
Citi —Jacksonville, FL
Applies analytical thinking and knowledge of data analysis tools and methodologies. Appropriately assess risk when business decisions are made, demonstrating…
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
Equitable Advisors —Milwaukee, WI
You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus). GE- 4838521.2 (07/22) (Exp.04/26).
$75,000 - $100,000 a year
Quick Apply
14d
Northwestern Mutual —Valparaiso, IN
Answer and direct telephone calls as appropriate. Health and Life licensed or gain licensing within 6 months of employment.
$90,000 - $175,000 a year
Quick Apply
Edward Jones —Kansas City, MO
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…
Estimated: $54.7K - $69.3K a year
13d
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