240
registered client associate jobs
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
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
Ascendo Resources —Miami, FL
Process account transactions, including trades, deposits, withdrawals, and transfers accurately and in a timely manner.
Quick Apply
3d
Edward Jones —McCall, ID
Complete required CE training to ensure license(s) are in good standing. Research portfolio performance, cost/fees, asset allocation, changes to portfolio…
$23.21 - $27.13 an hour
Express Employment Professionals —Clifton Park, NY
Possess 3+ years of experience as a registered associate in the financial services sector. *Position Highlights: *Work-Life Balance- Experience the perks of…
$60,000 - $75,000 a year
Quick Apply
9d
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
Edward Jones —Kodiak, AK
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: $71K - $89.9K a year
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: $32.4K - $41K a year
TPM Placement —Nyack, NY
-Proofreading (or quality assurance) skills to ensure that own work is in accordance with advisor or Commonwealth criteria.
$70,000 - $75,000 a year
Quick Apply
Adara Wealth Management —Tucson, AZ
Process incoming checks and screen incoming account paperwork for accuracy.\*. Associate’s Degree or Bachelor’s Degree desired in business administration or…
$40,000 - $65,000 a year
Quick Apply
1d
Arbor Trust Wealth Advisors —Ann Arbor, MI
Daily responsibilities include, but are not limited to, entering and verifying financial transactions; completing and maintaining tasks through client…
Estimated: $43.9K - $55.6K a year
Quick Apply
1d
WoodmenLife —Omaha, NE
Receives incoming and makes outgoing calls to/from WFS Financial Representatives, WoodmenLife Representatives and clients.
$54,582 - $73,217 a year
Quick Apply
Royal Bank of Canada —Glastonbury, CT
Build and maintain professional relationships with clients by assisting them and answering account questions. Ability to make a difference and lasting impact.
Estimated: $53.9K - $68.3K a year
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: $40.9K - $51.7K a year
HighTower Advisors —Westport, CT
You are a creative thinker with highly developed analytical skills who can quickly master the tools of the industry, including CRM (Salesforce), reporting tools…
Estimated: $93K - $118K a year
Quick Apply
3d
Citi —Jacksonville, FL
The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal and…
$49,010 - $87,380 a year
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: $50.1K - $63.5K a year
CommunityAmerica Credit Union —Lenexa, KS
Schedule appointments for Wealth Advisors and conduct follow-up calls with clients who receive marketing material.
Estimated: $38.4K - $48.6K a year
4d
Vicus Capital —Remote
Interview prospective FAs to assess their needs and design a strategy to exceed their expectations. Engage prospects throughout the recruitment and/or…
Estimated: $97.9K - $124K a year
Quick Apply
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
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