231
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
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Bank of America —Towson, MD
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
Estimated: $60.7K - $76.9K a year
10d
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 —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
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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
Edward Jones —Gallup, NM
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
6d
NettWorth Financial Group —St. Louis, MO
Provide general office support (answering phones, photocopying, faxing, filing, creating documents, etc.). Process incoming and outgoing mail, including checks,…
$25 - $30 an hour
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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
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Winthrop Capital Management —Carmel, IN
Winthrop Capital Management is an SEC-registered investment advisor specializing in the management of equity, high-grade and high yield fixed income portfolios.
Estimated: $44K - $55.8K a year
Quick Apply
3d
HighTower Advisors —Waltham, MA
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation,…
Estimated: $81K - $103K a year
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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
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1d
Edward Jones —Inman, SC
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain…
$53,700 - $62,766 a year
Banco de Credito e Inversiones —Miami, FL
Assist Financial Advisor(s) with sales, service and operational related activities such as providing service to clients via telephone, direct interaction and/or…
Estimated: $53.4K - $67.7K 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
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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
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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
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
8d
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
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
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