316
registered client associate jobs
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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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
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G9 Financial —Millbury, MA
FINRA Series 7, Series 66, Life and Health licensing required with a commitment to obtaining further continuing education requirements to maintain licensing.
$55,000 - $65,000 a year
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Fincadia Capital Partners —New York, NY
This opportunity involves active client interaction to provide platinum level high touch service for our clients. Excellent verbal and written communication.
$45,000 - $50,000 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
4d
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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7d
Flynn Financial LLC —Blakely, PA
We collaborate directly with clients to create and implement comprehensive and customized investment strategies. Financial concepts: 1 year (Preferred).
Estimated: $53.4K - $67.7K a year
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6d
Davenport & Company —Greensboro, NC
Answering phones, filing, and preparing correspondence. Davenport & Company LLC provides equal employment and advancement opportunities to all colleagues and…
Estimated: $32.3K - $40.8K a year
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
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Priority Financial Group —Remote
Examples of day-to-day responsibilities include: servicing phone calls from advisors and custodians, coordinating projects, prioritizing advisor tasks and…
$55,000 - $65,000 a year
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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
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NFP Corp —West Hartford, CT
Develop positive relationships with clients by attending meetings, calls and handling administrative requests directly as well as from team members on behalf of…
Estimated: $75K - $94.9K a year
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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
Morgan Stanley —Norwell, MA
Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…
Estimated: $53.9K - $68.2K a year
4h
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
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3h
Hazlett Burt & Watson, Inc —Lancaster, PA
Answer phones, schedule appointments, and prepare materials for client meetings. Competitive Compensation - Starting $50,000 and higher depending on experience…
From $50,000 a year
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3d
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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Merritt Point Wealth Advisors —Greenwich, CT
Responsible for ensuring all client needs are promptly and accurately addressed; Serve as front office support; answering inbound client telephone calls; Answer…
$70,000 - $100,000 a year
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3d
Edward Jones —Round Rock, TX
Complete required CE training to ensure license(s) are in good standing. Research portfolio performance, cost/fees, asset allocation, changes to portfolio…
$25.90 - $30.27 an hour
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