266
registered client associate jobs
Ascendo Resources —Miami, FL
Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity),…
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1d
Janney Montgomery Scott —Mystic, CT
Provide excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail.
Estimated: $43.6K - $55.2K a year
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Boutique Recruiting —Vancouver, WA
Provide excellent client service by handling client phone calls and emails. This role primarily supports two wealth advisors by facilitating client fund…
$25 - $32 an hour
Edward Jones —Kodiak, AK
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: $71.4K - $90.4K a year
13d
Bank of America —Southlake, TX
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
Estimated: $59.2K - $75K a year
2d
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: $70.2K - $88.9K a year
13d
NorthStar Financial Services Group, LLC —Durham, NC
In addition to a mentor who is an industry expert in their niche market, you will have access to training courses that are designed to educate you on the…
$60,000 - $100,000 a year
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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
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1d
Beacon Pointe Advisors —Newport Beach, CA
Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly.
Estimated: $60.1K - $76.1K a year
1d
Andersen —McLean, VA
Compensation: In addition to competitive base compensation, our firm offers annual discretionary bonuses based on firm and individual performance, a…
$65,000 a year
2d
Allworth Financial —Roseville, CA
Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising…
$52,000 - $60,000 a year
Morgan Stanley —Greenwood Village, CO
Maintain focus on evolving policy and platform changes, participating in training opportunities and conference calls as needed.
Up to $75,000 a year
1d
Ballentine Partners, LLC —Waltham, MA
Handling special analyses and projects for client teams (estate flow diagramming, cash flow analysis, forecasting, etc.). A Bachelor’s Degree is required.
$70,000 - $100,000 a year
Childfree Wealth, LLC —Remote
As a Planner, you will play a crucial role in helping our clients to develop comprehensive, ongoing financial plans tailored to their specific needs and goals.
$70,000 - $100,000 a year
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
Weiser Financial —Orlando, FL
Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to…
$60,000 - $80,000 a year
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7d
Morgan Stanley —Austin, TX
Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…
Estimated: $52.8K - $66.9K a year
23h
Kennedy Financial Services —Eastland, TX
Maintain the integrity of a shared email inbox by working with teammates to handle incoming client or vendor request, Log incoming documents, or distribute…
$16 - $18 an hour
Quick Apply
Northwestern Mutual —Valparaiso, IN
Answer and direct telephone calls as appropriate. Health and Life licensed or gain licensing within 6 months of employment.
$90,000 - $175,000 a year
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The Mather Group —Chicago, IL
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the…
Estimated: $107K - $135K a year
14d
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