224
registered client associate jobs
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
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
Royal Bank of Canada —Sioux Falls, SD
Build and maintain professional relationships with clients by assisting them and answering account questions. What do you need to succeed? What’s in it for you?
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
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
HilltopSecurities —Plano, TX
Answer incoming telephone calls, determine purpose of call, and forward the caller onto the appropriate personnel. High School graduate or equivalent.
Estimated: $29.6K - $37.5K a year
UNITED COMMUNITY BANK —Huntsville, AL
Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage…
$31,516 - $44,299 a year
Moors & Cabot Inc —Alexandria, VA
In addition to specializing in wealth management through full service registered representatives, Moors & Cabot offers investors additional investment tools…
Estimated: $47.8K - $60.5K a year
Quick Apply
The Mather Group —Chicago, IL
Effectively collaborating with respective client-facing teams and internal business groups to deliver and execute client transactions with a common goal of…
Estimated: $74K - $93.7K a year
Raymond James Financial, Inc. —Baltimore, MD
Ability to obtain additional securities and advisory state registrations if required by state. Series 63, 65 and/or 66 as required by state.
Estimated: $49.4K - $62.5K a year
Cobblestone Capital Adv —Rochester, NY
Responsible for answering phone lines and ensuring calls are routed properly. Continue to develop technical knowledge and expertise.
$55,000 - $75,000 a year
Quick Apply
Banco de Credito e Inversiones —Miami, FL
Bci is offering to license elected candidate within 6 months of employment, if they do not have required licenses. Deposit checks received by mail.
Estimated: $44K - $55.8K a year
Quick Apply
HighTower Advisors —Melville, NY
FINRA Series 7 and 63 license required. Bachelor's degree in finance, business administration, or a related field a plus.
$85,000 - $100,000 a year
Quick Apply
9d
Stifel, Nicolaus & Co., Inc. —Murrieta, CA
Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.). Organize and assist in the maintenance of complete…
Estimated: $48K - $60.8K a year
5d
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
9d
Stifel —Portland, OR
Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.). Organize and assist in the maintenance of complete…
Estimated: $44.5K - $56.3K a year
5d
Citi —Jacksonville, FL
Applies analytical thinking and knowledge of data analysis tools and methodologies. Appropriately assess risk when business decisions are made, demonstrating…
$49,010 - $87,380 a year
Baystate Financial —Marshfield, MA
Bachelor’s Degree and Series 7, Series 66 and Series 24 license *required. _We will never ask job candidates to pay any kind of fee, make cash or check…
$80,000 - $90,000 a year
Quick Apply
9d
Weiser Financial —Orlando, FL
Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to…
$60,000 - $80,000 a year
Quick Apply
3d
Allworth Financial —Dallas, TX
Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising…
$50,000 - $63,000 a year
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