235
registered client associate jobs
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
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: $62.2K - $78.8K a year
Quick Apply
10d
TPM Placement —Nyack, NY
-Proofreading (or quality assurance) skills to ensure that own work is in accordance with advisor or Commonwealth criteria.
$70,000 - $75,000 a year
Quick Apply
10d
NFP Corp —New York, NY
Answer phone calls, resolve issues, and/or take messages as needed. NFP, an Aon company, and Wealthspire Advisors is proud to offer a competitive salary, PTO &…
$58,000 - $90,000 a year
Quick Apply
Fidelity Investments —Merrimack, NH
Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Sound too good to be true?
Estimated: $48.9K - $61.9K a year
Fidelity Investments —Merrimack, NH
Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Sound too good to be true?
Estimated: $48.2K - $61.1K a year
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
9d
Wells Fargo Advisors Financial Network —Orlando, FL
Direct incoming phone calls to appropriate team member. Provide general administrative assistance including filing, copying and typing correspondence.
Estimated: $38.1K - $48.3K a year
Quick Apply
10d
Horizon Wealth Planning- Raymond James —Winter Haven, FL
Bachelor's degree in Business Administration or related field. The role involves managing client accounts, processing transactions, preparing client reports,…
$36,778.06 - $44,291.86 a year
Quick Apply
3d
Edelman Financial Engines —Dallas, TX
Verify accounts are traded into the accurate model and aid operation teams as needed; supervise incoming rollovers, other investment funding, and transfers to…
Estimated: $67.5K - $85.5K a year
14h
Equitable Advisors —Folsom, CA
You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus).
$55,000 - $175,000 a year
Quick Apply
Royal Bank of Canada —Washington, DC
Build and maintain professional relationships with clients by assisting them and answering account questions. Ability to make a difference and lasting impact.
Estimated: $67.2K - $85.1K a year
1d
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: $56K - $70.9K a year
10d
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
2d
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
Charles Schwab —Fort Mitchell, KY
Active and valid Series 66 (or 63/65) license (may be obtained within 90 days of starting in the AFC role). Active or valid insurance license (may be obtained…
$75,000 - $125,000 a year
Quick Apply
7d
Amon & Associates —Glastonbury, CT
Bachelor’s degree in business, finance, or related field, or equivalent additional experience. Act as a resource for team to answer questions and resolve issues…
$70,000 - $90,000 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…
Estimated: $39.7K - $50.3K a year
13d
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
10d
PIONEER FINANCIAL GROUP —Warwick, RI
In addition to a group of mentors who are industry experts in their niche markets, you will have access to training courses that are designed to educate you on…
$60,000 - $100,000 a year
Quick Apply
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