306
registered client associate jobs
Fincadia Capital Partners —New York, NY
This opportunity involves active client interaction to provide platinum level high touch service for our clients. Duties of this position include*:
$45,000 - $50,000 a year
Quick Apply
Strategic Financial Associates LLC —Bethesda, MD
This opportunity will allow you to develop and gain access to outstanding market growth opportunities while adding stability and capacity to the overall…
$55,000 - $85,000 a year
Quick Apply
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
Ascendo Resources —Miami, FL
Process account transactions, including trades, deposits, withdrawals, and transfers accurately and in a timely manner.
Quick Apply
3d
Janney Montgomery Scott —Mystic, CT
Provide excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail.
Estimated: $50.8K - $64.4K a year
Quick Apply
Edward Jones —Kodiak, AK
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: $71K - $89.9K a year
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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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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NorthStar Financial Services Group, LLC —Durham, NC
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
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Edward Jones —San Carlos, 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: $77.2K - $97.7K a year
Cerity Partners —Reston, VA
Assist with the annual SEC filing requirements by running data audits; Run reports for the annual Custody Audit. Coordinate distribution of marketing materials.
Estimated: $54.8K - $69.5K a year
1d
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
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9d
TPM Placement —Nyack, NY
-Proofreading (or quality assurance) skills to ensure that own work is in accordance with advisor or Commonwealth criteria. Location: Nyack, NY (in office).
$70,000 - $75,000 a year
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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
Morgan Stanley —Gilbert, AZ
Be a problem solver: Demonstrate empathy and help clients resolve issues when answering inbound phone calls and servicing client accounts, to create an…
Estimated: $52.2K - $66.1K a year
Beacon Pointe Advisors LLC —Newport Beach, CA
Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly.
$60,000 - $70,000 a year
3d
Davenport & Company —Greensboro, NC
Answering phones, filing, and preparing correspondence. Ability to learn and master computer programs that house customer data. Series 7 and 66 Licensed.
Estimated: $32.4K - $41K a year
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
4d
Beacon Pointe Advisors —Newport Beach, CA
Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly.
Estimated: $60.1K - $76.1K a year
3d
Andersen —McLean, VA
Compensation: In addition to competitive base compensation, our firm offers annual discretionary bonuses based on firm and individual performance, a…
$65,000 a year
5d
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