257
registered client associate jobs
Bridgehaven Financial Advisors —Warren, NJ
Bachelor's degree in business, finance or related field is preferred. Communicate via telephone and email to address client issues.
$60,000 - $70,000 a year
Quick Apply
HighTower Advisors —Santa Fe, NM
Ability to obtain a securities representative license (Series 65) in first year of employment. Founded in 2008, Hightower is a wealth management firm that…
Estimated: $72.6K - $92K a year
Quick Apply
Equitable Advisors —Syracuse, NY
Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge,…
From $90,000 a year
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North Star Resource group —Milwaukee, WI
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
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ARPG —Las Vegas, NV
Series 6 and Series 63 license. Minimum 5 years experience in management within investment management operation or related field.
From $66,000 a year
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6d
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: $31.7K - $40.1K a year
13d
J.W. Cole Financial, Inc. —Tampa, FL
The successful candidate will help to reasonably ensure Financial Professionals remain compliant with applicable federal and state rules, regulations, and best…
$60,000 - $70,000 a year
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Morgan Stanley —Aventura, FL
Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…
Estimated: $52.5K - $66.5K a year
1h
Cambridge Investment Research, Inc. —Remote
Appropriate series license(s) for assigned functional area required or the ability to obtain within an established timeframe. Travel for SOVs and conferences.
$25 - $40 an hour
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Congruent Wealth —Jacksonville, FL
Administrative support includes but is not limited to, responding to incoming emails and not letting them linger, distributing mail, preparing outgoing mailings…
$65,000 - $80,000 a year
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4d
Edward Jones —Rusk, TX
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain…
$53,700 - $62,766 a year
Shum Financial Group —Alameda, CA
The client service associate is an entry-level support role to support the client account management team. Want to successfully develop into a client account…
$48,000 - $75,000 a year
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3d
Edward Jones —Orlando, FL
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: $71.5K - $90.5K a year
1d
Equitable Advisors —Madison, WI
You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus).
$71,504 - $76,328 a year
Quick Apply
4d
Edward Jones —Houston, TX
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: $58.5K - $74K a year
J.W. Cole Financial, Inc. —Tampa, FL
Series 7 license not required, but preferred. Firm will sponsor the right candidate to obtain their securities license if determined to be beneficial for their…
$40,000 - $50,000 a year
Quick Apply
Royal Bank of Canada —Minneapolis, MN
Build and maintain professional relationships with clients by assisting them and answering account questions. Ability to make a difference and lasting impact.
Estimated: $76.3K - $96.6K a year
13h
Confidential —New York, NY
Education: Required – Bachelor’s degree; Preferred – Bachelor’s degree in Finance or related field. Position would allow enhanced learning through backstopping…
$65,000 - $85,000 a year
Quick Apply
22h
Ballentine Partners, LLC —Waltham, MA
Handling special analyses and projects for client teams (estate flow diagramming, cash flow analysis, forecasting, etc.). A Bachelor’s Degree is required.
$70,000 - $100,000 a year
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
4d
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