269
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
Strategic Financial Associates LLC —Bethesda, MD
You will work in our Investment Operations department with experienced professionals, working daily with clients and prospective clients.
$55,000 - $85,000 a year
Quick Apply
Ascendo Resources —Miami, FL
Process account transactions, including trades, deposits, withdrawals, and transfers accurately and in a timely manner.
Quick Apply
3d
Edward Jones —McCall, ID
Complete required CE training to ensure license(s) are in good standing. Research portfolio performance, cost/fees, asset allocation, changes to portfolio…
$23.21 - $27.13 an hour
Express Employment Professionals —Clifton Park, NY
Possess 3+ years of experience as a registered associate in the financial services sector. *Position Highlights: *Work-Life Balance- Experience the perks of…
$60,000 - $75,000 a year
Quick Apply
9d
Bank of America —Sugar Land, TX
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
Estimated: $64.4K - $81.5K a year
5d
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
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Edward Jones —Kodiak, AK
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: $71K - $89.9K a year
Cerity Partners —Reston, VA
Assist with the annual SEC filing requirements by running data audits; Run reports for the annual Custody Audit. Coordinate distribution of marketing materials.
Estimated: $54.8K - $69.5K a year
1d
Cerity Partners —Reston, VA
Assist with the annual SEC filing requirements by running data audits; Run reports for the annual Custody Audit. High attention to detail and accuracy.
$28 an hour
1d
Morgan Stanley —Miami, FL
Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…
Estimated: $57.6K - $73K a year
1d
Northwestern Mutual —Milwaukee, WI
Takes ownerships of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers. Proficient at resolving inquiries and transactions…
From $20.93 an hour
Edward Jones —Gallup, NM
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: $71K - $89.9K a year
6d
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
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Davenport & Company —Greensboro, NC
Answering phones, filing, and preparing correspondence. Ability to learn and master computer programs that house customer data. Series 7 and 66 Licensed.
Estimated: $32.4K - $41K a year
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: $46K - $58.3K a year
Quick Apply
12d
Morgan Stanley —Greenwood Village, CO
Maintain focus on evolving policy and platform changes, participating in training opportunities and conference calls as needed.
Up to $75,000 a year
3d
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: $44K - $55.8K a year
Quick Apply
3d
Adara Wealth Management —Tucson, AZ
Process incoming checks and screen incoming account paperwork for accuracy.\*. Associate’s Degree or Bachelor’s Degree desired in business administration or…
$40,000 - $65,000 a year
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1d
HighTower Advisors —Waltham, MA
Argent Wealth Management is an independent-minded business where individuals and families experience comprehensive and personal wealth management services.
Estimated: $81K - $103K a year
Quick Apply
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