284
Registered Client Associate jobs
Edward Jones —McCall, ID
Complete required CE training to ensure license(s) are in good standing. Continually develop yourself to grow personally and professionally.
$23.21 - $27.13 an hour
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
Bank of America —Towson, MD
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
Estimated: $63K - $79.8K a year
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
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
Raymond James Financial, Inc. —Newport Beach, CA
Ability to obtain additional securities and advisory state registrations if required by state. Series 63, 65 and/or 66 as required by state.
$70,000 - $75,000 a year
5d
Lincoln Financial Advisors —Virginia Beach, VA
FINRA Series 7 registration; VA Insurance license (preferred). Experience with financial planning tools and software (preferred); experience with eMoney and…
Quick Apply
1h
Edward Jones —Saint Johnsbury, VT
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: $68.8K - $87.2K a year
Family, Wealth and Legacy, LLC —Remote
Collaborate with advisors and clients to design, implement, and monitor financial plans. Prepare paperwork for client transactions, including, but not limited…
$40,000 - $55,000 a year
Quick Apply
1d
Edward Jones —Benson, MN
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: $57.2K - $72.4K a year
14d
Morgan Stanley —Atlanta, GA
Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…
Estimated: $51.3K - $65K a year
18h
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
8d
Flynn Financial LLC —Blakely, PA
_Desired: Advanced Certifications e.g., CFP, CFA or willing to pursue._. The type of clients we serve includes families, retirees, small business owners,…
Estimated: $53.4K - $67.7K a year
Quick Apply
6d
Edward Jones —Pryor, OK
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: $56.8K - $71.9K a year
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…
$20.93 - $31.39 an hour
NFP Corp —West Hartford, CT
Develop positive relationships with clients by attending meetings, calls and handling administrative requests directly as well as from team members on behalf of…
Estimated: $75K - $94.9K a year
Quick Apply
The Moody Street Group, LLC —Auburndale, MA
We also provide group benefits, pension, tuition reimbursement for professional designations and conferences at worldwide locations.*.
$40,000 - $152,003 a year
Red Clover —Remote
Update website and other social media sites as needed. Obtain, verify, and input client data into a number of financial software tools.
From $55,000 a year
Quick Apply
Ebert Capital Management Inc. —Eureka, CA
Series 65 license or the ability to pass the Series 65 exam. Inbound client calls, schedule appointments, and prepare materials for client meetings.
$46,800 - $62,400 a year
Quick Apply
5d
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