238
registered client associate jobs
Strategic Financial Associates LLC —Bethesda, MD
You will work in our Investment Operations department with experienced professionals, working daily with clients and prospective clients.
$55,000 - $85,000 a year
Quick Apply
Edward Jones —McCall, ID
Complete required CE training to ensure license(s) are in good standing. Research portfolio performance, cost/fees, asset allocation, changes to portfolio…
$23.21 - $27.13 an hour
Edward Jones —Absecon, NJ
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: $80.9K - $102K a year
Edward Jones —Palmdale, CA
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: $72.6K - $91.9K a year
10d
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 —Madison, WI
You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus).
$71,504 - $76,328 a year
Quick Apply
9d
Edward Jones —Cottonwood, AZ
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
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
Adara Wealth Management —Tucson, AZ
Process incoming checks and screen incoming account paperwork for accuracy.\*. Associate’s Degree or Bachelor’s Degree desired in business administration or…
$40,000 - $65,000 a year
Quick Apply
1d
Arbor Trust Wealth Advisors —Ann Arbor, MI
Daily responsibilities include, but are not limited to, entering and verifying financial transactions; completing and maintaining tasks through client…
Estimated: $43.9K - $55.6K a year
Quick Apply
1d
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: $59.3K - $75.1K a year
Quick Apply
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
9d
Avant Healthcare Professionals —Maitland, FL
Coordinate internal training sessions, conference calls, virtual interviews, interview prep sessions, or any other requests necessary to initiate placements…
Estimated: $48K - $60.7K a year
HighTower Advisors —Northbrook, IL
Greet clients and guests in our offices and assist with food and beverage orders and necessary. Arrange conference rooms, AV equipment, dial-in numbers and…
Estimated: $65.3K - $82.7K a year
Quick Apply
Northwestern Mutual —Valparaiso, IN
Answer and direct telephone calls as appropriate. Health and Life licensed or gain licensing within 6 months of employment.
$90,000 - $175,000 a year
Quick Apply
The Mather Group —Chicago, IL
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the…
Estimated: $113K - $144K a year
Gradient Securities, LLC —Arden Hills, MN
Life and health insurance license – Required. Initiate and present client case design and demonstrate proficiency in highlighting the benefits of Gradient…
Estimated: $71.5K - $90.5K a year
Quick Apply
LEISURE CAPITAL MANAGEMENT —Costa Mesa, CA
Cashiering - inbound and outbound movement requests; Checks, wire transfers, journals, ACH. Handle client input within financial planning software and become…
$70,000 - $120,000 a year
Quick Apply
Hennion & Walsh, Inc. —Boca Raton, FL
Gain business expertise and market knowledge through our comprehensive training and mentoring program. They do not have to network on weekends, pay for seminars…
Estimated: $67.9K - $86K a year
Quick Apply
8d
Kennedy Financial Services —Eastland, TX
Maintain the integrity of a shared email inbox by working with teammates to handle incoming client or vendor request, Log incoming documents, or distribute…
$16 - $18 an hour
Quick Apply
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