269
registered client associate jobs
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
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Edward Jones —McCall, ID
Complete required CE training to ensure license(s) are in good standing. Continually develop yourself to grow personally and professionally.
$23.21 - $27.13 an hour
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 —Cincinnati, OH
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…
$56,526 - $66,069 a year
8d
Equitable Advisors —Folsom, CA
These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
$55,000 - $175,000 a year
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Vicus Capital —Remote
Interview prospective FAs to assess their needs and design a strategy to exceed their expectations. Engage prospects throughout the recruitment and/or…
Estimated: $97.9K - $124K 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
LifeCraft Financial Group —Cape Coral, FL
Build and maintain strong client relationships, leveraging our high-quality leads. Collaborate with team members to share insights, strategies, and successes.
Estimated: $75.6K - $95.7K a year
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Thrivent —Eugene, OR
Lane-Douglas Associates helps our members analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial…
$48,000 - $72,000 a year
3d
Mutual of Omaha —Houston, TX
Registration as a licensed FINRA Registered Representative (SIE and Series 6/7 or equivalent license, and Series 63 if applicable) must be obtained within six…
$65,000 - $130,000 a year
Goodwin Recruiting —South Weymouth, MA
Client Requests: Handle all client requests promptly and efficiently. Competitive Salary: Attractive compensation package that rewards your expertise.
$75,000 - $85,000 a year
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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
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
Morgan Stanley —Miami, FL
Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…
Estimated: $57.6K - $73K a year
1d
Northwestern Mutual —Milwaukee, WI
Takes ownerships of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers. Proficient at resolving inquiries and transactions…
From $20.93 an hour
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
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3d
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
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1d
Citi —Washington, DC
Applies analytical thinking and knowledge of data analysis tools and methodologies. Appropriately assess risk when business decisions are made, demonstrating…
$58,190 - $103,810 a year
Citi —Chicago, IL
Applies analytical thinking and knowledge of data analysis tools and methodologies. Appropriately assess risk when business decisions are made, demonstrating…
$69,130 - $96,470 a year
HighTower Advisors —Folsom, CA
Founded in 2014, Natoma Wealth is an independent registered investment advisory practice that offers financial advice and planning and discretionary investment…
$50,000 - $70,000 a year
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