227
registered client associate jobs
Shum Financial Group —Alameda, CA
Shum Financial Group (SFG) is an independent, registered investment advisory firm located in Alameda, CA. The client service associate is an entry-level support…
$48,000 - $75,000 a year
Quick Apply
1d
Equitable Advisors —New York, NY
Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge,…
$36,400 - $125,000 a year
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13d
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
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3d
Cerity Partners —Fort Worth, TX
Bachelor’s degree in finance or business-related field preferred but not required. Interact with brokerage service team to perform research on transactions,…
Estimated: $52.7K - $66.8K a year
1d
Hennion & Walsh, Inc. —Parsippany, NJ
At Hennion & Walsh, we know individual investors want a personal relationship with their advisor, and we believe in guiding our clients to achieve their…
Estimated: $53.7K - $68K a year
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2d
SEQUOIA FINANCIAL GROUP —Tampa, FL
Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team. Food ordering or gift coordination.
13d
HighTower Advisors —West Palm Beach, FL
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation,…
Estimated: $56.4K - $71.4K a year
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Stratos Wealth Partners LLC —Sewickley, PA
Perform office operations including answering phones, greeting clients and screening calls. Initially, you will not need a securities license, but should you…
$45,000 - $60,000 a year
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HighTower Advisors —Northbrook, IL
Greet clients and guests in our offices and assist with food and beverage orders and necessary. Arrange conference rooms, AV equipment, dial-in numbers and…
Estimated: $58.1K - $73.5K a year
Quick Apply
11d
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
SEQUOIA FINANCIAL GROUP —Akron, OH
Robust PC knowledge, typing skills and proficiency in Microsoft Office Suite. The client service associate works with Advisors to support the day to day needs…
5d
Royal Bank of Canada —Sioux Falls, SD
Build and maintain professional relationships with clients by assisting them and answering account questions. Ability to make a difference and lasting impact.
Estimated: $52.5K - $66.4K a year
Stifel Financial —New York, NY
Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.). 2+ years clerical/related industry experience.
$49,000 - $65,500 a year
Stifel Financial —New York, NY
Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.). Organize and assist in the maintenance of complete…
$68,100 - $72,100 a year
Banco de Credito e Inversiones —Miami, FL
Assist Financial Advisor(s) with sales, service and operational related activities such as providing service to clients via telephone, direct interaction and/or…
Estimated: $58.1K - $73.6K a year
Quick Apply
The Financial Gym —Texas
Bachelor's degree in Finance, Business Administration, or a related field. Whether you have credit card debt, student loans, challenges with budgeting, saving…
$60,000 - $70,000 a year
Quick Apply
9d
HighTower Advisors —Waltham, MA
Argent Wealth Management is an independent-minded business where individuals and families experience comprehensive and personal wealth management services.
Estimated: $70.8K - $89.6K a year
Quick Apply
Bank of America —Boulder, CO
2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus.
Estimated: $61.4K - $77.8K a year
HighTower Advisors —New York, NY
Provide portfolio analysis for clients/prospects to determine appropriate investment strategies. Partner with Financial Advisors to support their business and…
$90,000 - $100,000 a year
Quick Apply
11d
Comerica —Bloomfield Hills, MI
Willingness and ability to obtain FINRA Series 66 or 65, and resident state appropriate insurance and annuity licenses. 5 years customer contact experience.
Estimated: $47.3K - $59.9K a year
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