240
registered client associate jobs
HighTower Advisors —Madison, CT
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and…
Estimated: $96.2K - $122K a year
Quick Apply
3d
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
HCM Wealth Advisors —Cincinnati, OH
At least 2-3 years of experience working in the financial services field (bank, brokerage, investment, or advisory firm). Paid time off and holidays.
Estimated: $50.9K - $64.5K a year
Quick Apply
4d
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
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
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
SEQUOIA FINANCIAL GROUP —Tampa, FL
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…
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
Stifel, Nicolaus & Co., Inc. —Phoenix, AZ
Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.). Organize and assist in the maintenance of complete…
Estimated: $41.1K - $52K a year
4d
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
Pointer Wealth —Dallas, TX
Handle case notes, processing correspondence, maintaining client case files and filing performance reports, account forms and other advisory paperwork.
From $65,000 a year
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12d
Cresset Capital —Houston, TX
JD with 1-3 years of practice or paralegal certification with 7+ years experience strongly preferred. The Associate, Wealth Strategy (AWS) position is a junior…
Estimated: $93.4K - $118K a year
Quick Apply
National Life Group —Montpelier, VT
FINRA Series 7 license required or ability to obtain license within 90 days of employment. This position is responsible for servicing registered representatives…
$19.71 - $36.54 an hour
8d
Edward Jones —Emporia, KS
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
CommunityAmerica Credit Union —Lenexa, KS
Copper Financial (“Copper”) is an SEC registered investment advisor, FINRA registered Broker-Dealer and state registered insurance agency offering a breadth of…
Estimated: $38.4K - $48.6K a year
4d
NFP Corp —Chicago, IL
Answer phone calls, resolve issues, and/or take messages as needed. As a subsidiary of NFP Corp, we also have access to extensive corporate resources and…
$50,000 - $95,000 a year
8d
Stifel —Portland, OR
Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.). Organize and assist in the maintenance of complete…
Estimated: $43K - $54.5K a year
11d
Stifel —Grand Rapids, MI
Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.). Organize and assist in the maintenance of complete…
Estimated: $40K - $50.6K a year
Amon & Associates —Glastonbury, CT
Bachelor’s degree in business, finance, or related field, or equivalent additional experience. Act as a resource for team to answer questions and resolve issues…
$70,000 - $90,000 a year
Quick Apply
Edward Jones —Huffman, 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: $73.2K - $92.7K a year
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