290
Registered Client Associate jobs
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
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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
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Strategic Financial Associates LLC —Bethesda, MD
This opportunity will allow you to develop and gain access to outstanding market growth opportunities while adding stability and capacity to the overall…
$55,000 - $85,000 a year
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Edward Jones —Elko, NV
Complete required CE training to ensure license(s) are in good standing. Continually develop yourself to grow personally and professionally.
$25.90 - $30.27 an hour
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…
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1h
NFP Corp —Midlothian, VA
Answer phone calls, resolve issues, and/or take messages as needed. NFP and Wealthspire is proud to offer a competitive salary, PTO & paid holidays, 401(k) with…
Estimated: $67.1K - $85K a year
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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
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
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1d
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
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
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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
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6d
The Moody Street Group, LLC —Auburndale, MA
New Financial Services Sales Representatives will also benefit from a wide range of technical sales support provided by professional career associates who are…
$40,000 - $152,003 a year
Edward Jones —Saint Charles, IL
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 - $87.1K a year
13d
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
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
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5d
Lineweaver Financial Group —Valley View, OH
Have monthly, quarterly or yearly service calls/meetings with clients. Work with clients to understand needs and case design through fact-finding, collecting…
$100,000 a year
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4d
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
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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: $41.1K - $52.1K a year
Quick Apply
1d
Equitable Advisors —Folsom, CA
These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
$55,000 - $175,000 a year
Quick Apply
Edward Jones —Wolfeboro, NH
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
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