224
registered client associate jobs
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
Summit Financial, LLC —Parsippany, NJ
Sort incoming mail for advisors and team. Develop and carry out an efficient documentation and filing system. Assist with client transaction requests.
From $65,000 a year
Quick Apply
3d
Cerity Partners —Fort Worth, TX
Bachelor’s degree in finance or business-related field preferred but not required. Interact with brokerage service team to perform research on transactions,…
Estimated: $52.7K - $66.8K 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
Arista Wealth Management —Las Vegas, NV
We’re looking to hire an experienced Client Service Associate with experience and knowledge of 401(k) and cash balance plans who will provide exceptional…
$65,000 - $75,000 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
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
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
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
National Life Group —Montpelier, VT
FINRA Series 7 license required or ability to obtain license within 90 days of employment. This position is responsible for servicing registered representatives…
$19.71 - $36.54 an hour
2d
Bank of America —Boulder, CO
2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus.
Estimated: $61.4K - $77.8K a year
HighTower Advisors —New York, NY
Provide portfolio analysis for clients/prospects to determine appropriate investment strategies. Partner with Financial Advisors to support their business and…
$90,000 - $100,000 a year
Quick Apply
11d
HORAN —Cincinnati, OH
Assist Investment Advisor/Registered Representative with the servicing of 403(b), 457(b), IRA, and Wealth Management accounts for individuals and groups.
Estimated: $52.4K - $66.3K a year
Quick Apply
4d
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
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
HighTower Advisors —Madison, CT
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and…
Estimated: $91.4K - $116K a year
Quick Apply
8d
HighTower Advisors —Westport, CT
You are a creative thinker with highly developed analytical skills who can quickly master the tools of the industry, including CRM (Salesforce), reporting tools…
Estimated: $85.1K - $108K a year
Quick Apply
5d
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