235
registered client associate jobs
Bank of America —Florham Park, NJ
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. Key Qualifications for the role:
Estimated: $83.9K - $106K a year
Edward Jones —Georgetown, KY
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
1d
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
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
10d
Wells Fargo Advisors Financial Network —Orlando, FL
Direct incoming phone calls to appropriate team member. Provide general administrative assistance including filing, copying and typing correspondence.
Estimated: $38.1K - $48.3K a year
Quick Apply
10d
Horizon Wealth Planning- Raymond James —Winter Haven, FL
Bachelor's degree in Business Administration or related field. The role involves managing client accounts, processing transactions, preparing client reports,…
$36,778.06 - $44,291.86 a year
Quick Apply
3d
Equitable Advisors —Bala-Cynwyd, PA
O You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus).
$75,150 - $95,500 a year
Quick Apply
Edelman Financial Engines —Dallas, TX
Verify accounts are traded into the accurate model and aid operation teams as needed; supervise incoming rollovers, other investment funding, and transfers to…
Estimated: $67.5K - $85.5K a year
14h
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
North Star Resource group —Richmond, VA
In addition to a mentor who is an industry expert in their niche market, you will have access to training courses that are designed to educate you on the…
$60,000 - $100,000 a year
Quick Apply
Goodwin Recruiting —South Weymouth, MA
Client Requests: Handle all client requests promptly and efficiently. Competitive Salary: Attractive compensation package that rewards your expertise.
$75,000 - $85,000 a year
Quick Apply
7d
Royal Bank of Canada —Washington, DC
Build and maintain professional relationships with clients by assisting them and answering account questions. Ability to make a difference and lasting impact.
Estimated: $67.2K - $85.1K a year
1d
Coldstream Wealth Management —Bellevue, WA
Career development: 100% training/certification/licensing/dues reimbursement and mentoring program. Excellent communication skills, including writing business…
Estimated: $52.7K - $66.8K a year
Quick Apply
6d
Charles Schwab —Fort Mitchell, KY
Active and valid Series 66 (or 63/65) license (may be obtained within 90 days of starting in the AFC role). Active or valid insurance license (may be obtained…
$75,000 - $125,000 a year
Quick Apply
7d
PIONEER FINANCIAL GROUP —Warwick, RI
In addition to a group of mentors who are industry experts in their niche markets, you will have access to training courses that are designed to educate you on…
$60,000 - $100,000 a year
Quick Apply
Northwestern Mutual —Aberdeen, SD
Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans. *Educate*—Educate yourself beyond training through…
$65,000 - $170,000 a year
Quick Apply
17h
FCA Corp —Fort Worth, TX
A desire to improve technical skills, and stay current on market and industry trends. The successful candidate will work with other financial professionals and…
$55,000 - $75,000 a year
Quick Apply
The Colony Group —Boca Raton, FL
Drafting and processing correspondence to clients and communicating with clients by telephone and email; The Client Service Associate provides a high level and…
Estimated: $56K - $70.9K a year
10d
Stifel Trust Company, NA 46-Not Active —Irvine, CA
Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.). Organize and assist in the maintenance of complete…
$49,400 - $60,400 a year
2d
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
Quick Apply
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