235
registered client associate jobs
Bank of America —Florham Park, NJ
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
Estimated: $83.9K - $106K a year
Gradient Securities, LLC —Arden Hills, MN
Life and health insurance license – Required. Initiate and present client case design and demonstrate proficiency in highlighting the benefits of Gradient…
Estimated: $62.2K - $78.8K a year
Quick Apply
10d
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
Wells Fargo Advisors Financial Network —Orlando, FL
Direct incoming phone calls to appropriate team member. Provide general administrative assistance including filing, copying and typing correspondence.
Estimated: $38.1K - $48.3K a year
Quick Apply
10d
NorthStar Financial Services Group, LLC —Durham, NC
In addition to a mentor who is an industry expert in their niche market, you will have access to training courses that are designed to educate you on the…
$60,000 - $100,000 a year
Quick Apply
Horizon Wealth Planning- Raymond James —Winter Haven, FL
Bachelor's degree in Business Administration or related field. The role involves managing client accounts, processing transactions, preparing client reports,…
$36,778.06 - $44,291.86 a year
Quick Apply
3d
Equitable Advisors —Bala-Cynwyd, PA
O You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus).
$75,150 - $95,500 a year
Quick Apply
Edelman Financial Engines —Dallas, TX
Today, we are America’s top independent financial planning and investment advisory firm, as recognized by Barron’s,1 with 145+ offices2 across the country and…
Estimated: $67.5K - $85.5K a year
14h
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
North Star Resource group —Richmond, VA
In addition to a mentor who is an industry expert in their niche market, you will have access to training courses that are designed to educate you on the…
$60,000 - $100,000 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
Royal Bank of Canada —Washington, DC
Build and maintain professional relationships with clients by assisting them and answering account questions. Ability to make a difference and lasting impact.
Estimated: $67.2K - $85.1K a year
1d
Northwestern Mutual —Aberdeen, SD
Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans. *Educate*—Educate yourself beyond training through…
$65,000 - $170,000 a year
Quick Apply
17h
FCA Corp —Fort Worth, TX
Founded in 1975, FCA Corp is an independent, fee-only financial planning firm based in Houston, Texas. A desire to improve technical skills, and stay current on…
$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
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
Cetera Financial Group —Midvale, UT
Notify departments of new agents, and reach out to new agents with welcome email, when applicable. Communicate professionally and provide customer service, via…
Estimated: $39.7K - $50.3K a year
13d
Arista Wealth Management —Las Vegas, NV
We’re looking to hire an experienced Client Service Associate with experience and knowledge of 401(k) and cash balance plans who will provide exceptional…
$65,000 - $75,000 a year
Quick Apply
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
3d
Curi RMB Capital LLC —Lake Forest, IL
Participate in 1-4 client or prospect meetings or calls each week. The WMA assists the Wealth Advisor in establishing relationships with clients and is…
$75,000 - $90,000 a year
Quick Apply
18h
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