230
registered client associate jobs
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
Fidelity Investments —Smithfield, RI
Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Sound too good to be true?
Estimated: $41.8K - $52.9K a year
Fidelity Investments —Smithfield, RI
Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Sound too good to be true?
Estimated: $36K - $45.5K a year
Shum Financial Group —Alameda, CA
The client service associate is an entry-level support role to support the client account management team. Want to successfully develop into a client account…
$48,000 - $75,000 a year
Quick Apply
1d
Western & Southern Life —Findlay, OH
Our field offices welcome candidates with a diverse range of backgrounds, including financial services newcomers, military veterans, college graduates and…
From $57,000 a year
Quick Apply
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
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
Equitable Advisors —New York, NY
Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge,…
$36,400 - $125,000 a year
Quick Apply
13d
Morgan Stanley —Tampa, FL
Be a problem solver: Demonstrate empathy and help clients resolve issues when answering inbound phone calls and servicing client accounts, to create an…
Estimated: $56.1K - $71.1K a year
Cerity Partners —Fort Worth, TX
Bachelor’s degree in finance or business-related field preferred but not required. Interact with brokerage service team to perform research on transactions,…
Estimated: $52.7K - $66.8K a year
1d
Hennion & Walsh, Inc. —Parsippany, NJ
Develop and maintain client relationships. Strong client service skills and attention to detail. Provides sales/administrative/operational client service…
Estimated: $53.7K - $68K a year
Quick Apply
2d
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).
13d
HighTower Advisors —West Palm Beach, FL
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and…
Estimated: $56.4K - $71.4K a year
Quick Apply
Stratos Wealth Partners LLC —Sewickley, PA
Perform office operations including answering phones, greeting clients and screening calls. Initially, you will not need a securities license, but should you…
$45,000 - $60,000 a year
Quick Apply
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: $58.1K - $73.5K a year
Quick Apply
11d
NewEdge Capital Group LLC —Miami, FL
Series 7 and 66 licensed preferred or willingness to acquire a license while on the job. Proactively develop self to continuously improve knowledge, skills and…
Estimated: $44.8K - $56.8K a year
Quick Apply
5d
Winthrop Capital Management —Carmel, IN
Winthrop Capital Management is an SEC-registered investment advisor specializing in the management of equity, high-grade and high yield fixed income portfolios.
Estimated: $45.6K - $57.8K a year
Quick Apply
12d
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
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
10d
SEQUOIA FINANCIAL GROUP —Akron, OH
Robust PC knowledge, typing skills and proficiency in Microsoft Office Suite. The client service associate works with Advisors to support the day to day needs…
5d
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