224
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
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
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
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
10d
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
Ashford Advisors —Remote
The training and support we provide is customized to help develop your individual strengths and unique abilities and allows you to build your business your own…
$68,459 - $78,967 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
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
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
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
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
3d
NFP Corp —Chicago, IL
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 &…
$50,000 - $95,000 a year
2d
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
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
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
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
Royal Bank of Canada —Sioux Falls, SD
Build and maintain professional relationships with clients by assisting them and answering account questions. What do you need to succeed? What’s in it for you?
Estimated: $52.5K - $66.4K a year
SEQUOIA FINANCIAL GROUP —Akron, OH
Robust PC knowledge, typing skills and proficiency in Microsoft Office Suite. Passion. We pursue our full potential, seeking to continually enhance and evolve…
5d
Bank of America —Boulder, CO
2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus.
Estimated: $61.4K - $77.8K a year
Comerica —Bloomfield Hills, MI
Willingness and ability to obtain FINRA Series 66 or 65, and resident state appropriate insurance and annuity licenses. 5 years customer contact experience.
Estimated: $47.3K - $59.9K a year
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