276
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
Quick Apply
Fincadia Capital Partners —New York, NY
This opportunity involves active client interaction to provide platinum level high touch service for our clients. Excellent verbal and written communication.
$45,000 - $50,000 a year
Quick Apply
Raymond James Financial, Inc. —Washington, DC
Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to…
$55,000 - $80,000 a year
Flynn Financial LLC —Blakely, PA
_Desired: Advanced Certifications e.g., CFP, CFA or willing to pursue._. The type of clients we serve includes families, retirees, small business owners,…
Estimated: $53.4K - $67.7K a year
Quick Apply
6d
Edward Jones —Honolulu, HI
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: $60.6K - $76.8K a year
1d
Edward Jones —Cary, IL
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: $57.3K - $72.6K a year
Ebert Capital Management Inc. —Eureka, CA
Series 65 license or the ability to pass the Series 65 exam. Inbound client calls, schedule appointments, and prepare materials for client meetings.
$46,800 - $62,400 a year
Quick Apply
5d
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…
$20.93 - $31.39 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: $41.1K - $52.1K a year
Quick Apply
6h
Red Clover —Remote
Update website and other social media sites as needed. Obtain, verify, and input client data into a number of financial software tools.
From $55,000 a year
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NFP Corp —Appleton, WI
3-5 years of overall experience in advisory compliance or legal services, or a related field. General technical ability and comfort with navigating various…
Estimated: $77.8K - $98.6K a year
Quick Apply
Capital Strategies —San Antonio, TX
Conduct 3rd Party verification phone calls to clients for checks and wires. Review outgoing/incoming correspondence for compliance.
$75,000 - $85,000 a year
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Oppenheimer & Co. Inc. —Los Angeles, CA
Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments.
$55,000 - $65,000 a year
Quick Apply
18h
HighTower Advisors —Harrison, NY
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and…
$85,000 - $100,000 a year
Quick Apply
2d
Royal Bank of Canada —Glastonbury, CT
Build and maintain professional relationships with clients by assisting them and answering account questions. Ability to make a difference and lasting impact.
$44,000 - $72,000 a year
Equitable Advisors —Folsom, CA
You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus).
$55,000 - $175,000 a year
Quick Apply
FCA Corp —Fort Worth, TX
A desire to improve technical skills, and stay current on market and industry trends. The successful candidate will work with other financial professionals and…
$55,000 - $75,000 a year
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Morgan Stanley —Denver, CO
Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…
$35,000 - $75,000 a year
5d
Registered Agent Solutions, Inc. —Boston, MA
Responsible for obtaining certificates of status with both the state and revenue departments, conducting name availability and status searches, producing verbal…
From $24 an hour
Quick Apply
5d
HighTower Advisors —New York, NY
Provide top-quality service to clients and facilitate operational duties (i.e. cash movements, address change, beneficiary update, tuition payments, charitable…
$100,000 - $120,000 a year
Quick Apply
3d
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