246
registered client associate jobs
B. Riley Financial —Poughkeepsie, NY
Receive incoming calls, handling requests, and directing communication to appropriate parties. The successful candidate will demonstrate the ability to work…
$50,000 - $65,000 a year
Quick Apply
4d
Bank of America —Florham Park, NJ
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
Estimated: $66K - $83.5K a year
Edward Jones —Kīhei, HI
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…
$65,570 - $76,640 a year
Edward Jones —Hillsboro, OH
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: $81K - $103K a year
3d
Boutique Recruiting —Everett, WA
This role primarily supports one wealth advisor in managing 100 households by facilitating client fund transfers, processing transactions, providing…
$52,000 - $75,000 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
Quick Apply
3d
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
4d
Edward Jones —Cottonwood, AZ
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: $83.1K - $105K a year
3d
Marks Group Wealth Management —Minnetonka, MN
Our Client Service team collaborates daily to respond to client inquiries, schedule client meetings, and service client accounts. We hope you will apply!
Estimated: $44.9K - $56.9K a year
Quick Apply
Northwestern Mutual —Marshfield, WI
Answer and direct telephone calls as appropriate. Health and Life licensed or gain licensing within 6 months of employment.
$50,000 - $60,000 a year
Quick Apply
6d
Correct Capital Wealth Management —St. Louis, MO
Verifying client account cash balances, generating and reviewing monthly available cash report. Coordinating account transfers and confirm cost basis…
$60,000 - $65,000 a year
Quick Apply
11d
Stifel —Scottsdale, AZ
Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.). Organize and assist in the maintenance of complete…
Estimated: $37.5K - $47.5K a year
6h
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: $66.9K - $84.7K a year
Quick Apply
7d
Fidelity Investments —Covington, KY
Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Sound too good to be true?
Estimated: $45.6K - $57.8K a year
Edward Jones —Morehead, KY
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: $80.8K - $102K a year
3d
Beacon Pointe Advisors LLC —Newport Beach, CA
Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly.
$60,000 - $70,000 a year
6d
Ashford Advisors —Remote
Ashford Advisors is not registered in any state or with the U.S. Implement cutting edge financial strategies to grow and develop long lasting, value-based…
$68,459 - $78,967 a year
Quick Apply
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
7d
NettWorth Financial Group —St. Louis, MO
Provide general office support (answering phones, photocopying, faxing, filing, creating documents, etc.). Process incoming and outgoing mail, including checks,…
$25 - $30 an hour
Quick Apply
7d
HighTower Advisors —Northbrook, IL
Greet clients and guests in our offices and assist with food and beverage orders and necessary. Arrange conference rooms, AV equipment, dial-in numbers and…
Estimated: $69.7K - $88.2K a year
Quick Apply
6d
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