289
registered client associate jobs
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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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
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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
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13d
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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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…
From $20.93 an hour
Morgan Stanley —Tyler, TX
Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…
Estimated: $51.4K - $65K a year
2d
Edelman Financial Engines —Chandler, AZ
Verify accounts are traded into the accurate model and aid operation teams as needed; supervise incoming rollovers, other investment funding, and transfers to…
Estimated: $63.7K - $80.7K a year
1d
Ballentine Partners, LLC —Waltham, MA
Handling special analyses and projects for client teams (estate flow diagramming, cash flow analysis, forecasting, etc.). A Bachelor’s Degree is required.
$70,000 - $100,000 a year
Newport —Remote
Bachelor’s degree in a business-related field or industry experience. Works with plan sponsors, brokers, registered investment advisors, Trust companies and…
Estimated: $77.8K - $98.5K a year
8d
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: $67.8K - $85.8K a year
1d
HighTower Advisors —Folsom, CA
Founded in 2014, Natoma Wealth is an independent registered investment advisory practice that offers financial advice and planning and discretionary investment…
$50,000 - $70,000 a year
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Fidelity Investments —Merrimack, NH
You’ll experience variety in your work each with dedicated time on development activities and doing work that goes beyond answering customer calls.
Estimated: $39.7K - $50.3K a year
Fidelity Investments —Johnson City, TN
And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Estimated: $54.4K - $68.9K a year
5d
Beacon Pointe Advisors LLC —Scottsdale, AZ
Assist with relationship onboarding tasks such as requesting account paperwork, tracking setup via custodian partners and leading welcome and training calls for…
$50,000 - $75,000 a year
Citi —Chicago, IL
Applies analytical thinking and knowledge of data analysis tools and methodologies. Appropriately assess risk when business decisions are made, demonstrating…
$69,130 - $96,470 a year
Bank of America —Boston, MA
2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus.
Estimated: $90.2K - $114K a year
NFP Corp —Midlothian, VA
Answer phone calls, resolve issues, and/or take messages as needed. NFP and Wealthspire is proud to offer a competitive salary, PTO & paid holidays, 401(k) with…
Estimated: $60.3K - $76.3K a year
Quick Apply
Citi —Washington, DC
Applies analytical thinking and knowledge of data analysis tools and methodologies. Appropriately assess risk when business decisions are made, demonstrating…
$58,190 - $103,810 a year
Stifel Financial —New York, NY
Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.). 2+ years clerical/related industry experience.
$49,000 - $65,500 a year
Stifel —San Jose, CA
Under immediate supervision, the Registered Client Services Associate assists one or more Financial Advisors with the opening and maintenance of client accounts…
Estimated: $49.8K - $63.1K a year
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