247
registered client associate jobs
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
Quick Apply
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
Quick Apply
6d
Equitable Advisors —Folsom, CA
If you do not have the following, you will be required to attain them, under our sponsorship: state life and health licenses, FINRA, Series 7 and 66…
$55,000 - $175,000 a year
Quick Apply
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
Edward Jones —Cary, IL
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: $57.3K - $72.6K a year
Edward Jones —Saint Charles, IL
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: $68.8K - $87.1K a year
13d
Edward Jones —Front Royal, VA
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…
$65,570 - $81,566 a year
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
NFP Corp —Appleton, WI
3-5 years of overall experience in advisory compliance or legal services, or a related field. General technical ability and comfort with navigating various…
Estimated: $77.8K - $98.6K a year
Quick Apply
Capital Strategies —San Antonio, TX
Conduct 3rd Party verification phone calls to clients for checks and wires. Review outgoing/incoming correspondence for compliance.
$75,000 - $85,000 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
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
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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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
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
Mutual of Omaha —Houston, TX
Registration as a licensed FINRA Registered Representative (SIE and Series 6/7 or equivalent license, and Series 63 if applicable) must be obtained within six…
$65,000 - $130,000 a year
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
Quick Apply
3h
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
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LifeCraft Financial Group —Cape Coral, FL
Build and maintain strong client relationships, leveraging our high-quality leads. Collaborate with team members to share insights, strategies, and successes.
Estimated: $75.6K - $95.7K a year
Quick Apply
Oppenheimer & Co. Inc. —Los Angeles, CA
Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments.
$55,000 - $65,000 a year
Quick Apply
15h
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