225
registered client associate jobs
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
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
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
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
Equitable Advisors —New York, NY
Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge,…
$36,400 - $125,000 a year
Quick Apply
13d
NFP Corp —Chicago, IL
Answer phone calls, resolve issues, and/or take messages as needed. NFP, an Aon company, and Wealthspire Advisors is proud to offer a competitive salary, PTO &…
$50,000 - $95,000 a year
1d
Morgan Stanley —Tampa, FL
Be a problem solver: Demonstrate empathy and help clients resolve issues when answering inbound phone calls and servicing client accounts, to create an…
Estimated: $56.1K - $71.1K a year
D.A. Davidson Companies —Salt Lake City, UT
Series 7 & 65/66 licensure preferred or the ability to obtain SIE/7/66 licensing within requisite period of time. Solid technology skills (Microsoft Office).
Estimated: $47.2K - $59.7K a year
1d
Thrivent —Hastings, MN
Candidates must have ability to set appointments, carefully analyze client needs, effectively communicate financial plans and risk management solutions.
$75,000 - $150,000 a year
Quick Apply
SEQUOIA FINANCIAL GROUP —Tampa, FL
This position would help the Advisors focus more efficiently on business development and strategic oversight. Client Appreciation Events (all clients).
13d
HighTower Advisors —West Palm Beach, FL
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and…
Estimated: $56.4K - $71.4K a year
Quick Apply
NewEdge Capital Group LLC —Miami, FL
Series 7 and 66 licensed preferred or willingness to acquire a license while on the job. Proactively develop self to continuously improve knowledge, skills and…
Estimated: $44.8K - $56.8K a year
Quick Apply
5d
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: $45.6K - $57.8K a year
Quick Apply
12d
Royal Bank of Canada —Sioux Falls, SD
Build and maintain professional relationships with clients by assisting them and answering account questions. Ability to make a difference and lasting impact.
Estimated: $52.5K - $66.4K a year
SEQUOIA FINANCIAL GROUP —Akron, OH
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…
5d
Curi RMB Capital LLC —Lake Forest, IL
Participate in 1-4 client or prospect meetings or calls each week. The WMA assists the Wealth Advisor in establishing relationships with clients and is…
$75,000 - $90,000 a year
Quick Apply
3d
Stifel Financial —New York, NY
Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.). Organize and assist in the maintenance of complete…
$68,100 - $72,100 a year
The Financial Gym —Texas
Bachelor's degree in Finance, Business Administration, or a related field. Whether you have credit card debt, student loans, challenges with budgeting, saving…
$60,000 - $70,000 a year
Quick Apply
9d
HighTower Advisors —Waltham, MA
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation,…
Estimated: $70.8K - $89.6K a year
Quick Apply
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
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