257
Registered Client Associate jobs
B. Riley Financial —Poughkeepsie, NY
Receive incoming calls, handling requests, and directing communication to appropriate parties. The successful candidate will demonstrate the ability to work…
$50,000 - $65,000 a year
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Edward Jones —Elko, NV
Complete required CE training to ensure license(s) are in good standing. Research portfolio performance, cost/fees, asset allocation, changes to portfolio…
$25.90 - $30.27 an hour
5d
NFP Corp —Midlothian, VA
Answer phone calls, resolve issues, and/or take messages as needed. NFP and Wealthspire is proud to offer a competitive salary, PTO & paid holidays, 401(k) with…
Estimated: $67.1K - $85K a year
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NFP Corp —West Hartford, CT
Develop positive relationships with clients by attending meetings, calls and handling administrative requests directly as well as from team members on behalf of…
Estimated: $75K - $94.9K a year
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Raymond James Financial, Inc. —Newport Beach, CA
Ability to obtain additional securities and advisory state registrations if required by state. Series 63, 65 and/or 66 as required by state.
$70,000 - $75,000 a year
5d
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
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6d
The Moody Street Group, LLC —Auburndale, MA
We also provide group benefits, pension, tuition reimbursement for professional designations and conferences at worldwide locations.*.
$40,000 - $152,003 a year
Edward Jones —Saint Charles, 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: $68.8K - $87.1K a year
13d
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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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
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5d
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
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Edward Jones —Wolfeboro, NH
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: $68.8K - $87.2K a year
Edward Jones —Downers Grove, IL
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…
$65,570 - $81,566 a year
3d
Hazlett Burt & Watson, Inc —Lancaster, PA
Answer phones, schedule appointments, and prepare materials for client meetings. Competitive Compensation - Starting $50,000 and higher depending on experience…
From $50,000 a year
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3d
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
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21h
Equitable Advisors —Folsom, CA
To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the licensing requirements, and our training curriculum is designed…
$55,000 - $175,000 a year
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Edward Jones —Half Moon Bay, 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: $66.4K - $84.1K a year
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
Quick Apply
Equitable Advisors —Fort Worth, TX
Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge,…
$50,000 - $250,000 a year
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6d
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
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