305
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
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
Quick Apply
North Star Resource group —Richmond, VA
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
Quick Apply
Priority Financial Group —Remote
Examples of day-to-day responsibilities include: servicing phone calls from advisors and custodians, coordinating projects, prioritizing advisor tasks and…
$55,000 - $65,000 a year
Quick Apply
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
Quick Apply
Express Employment Professionals —Clifton Park, NY
Possess 3+ years of experience as a registered associate in the financial services sector. *Position Highlights: *Work-Life Balance- Experience the perks of…
$60,000 - $75,000 a year
Quick Apply
9d
Edward Jones —Kīhei, HI
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 - $76,640 a year
5d
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
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
Quick Apply
1d
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
Cerity Partners —Reston, VA
Assist with the annual SEC filing requirements by running data audits; Run reports for the annual Custody Audit. High attention to detail and accuracy.
$28 an hour
1d
Morgan Stanley —Gilbert, AZ
Be a problem solver: Demonstrate empathy and help clients resolve issues when answering inbound phone calls and servicing client accounts, to create an…
Estimated: $52.2K - $66.1K a year
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
Confidential —New York, NY
Education: Required – Bachelor’s degree; Preferred – Bachelor’s degree in Finance or related field. Position would allow enhanced learning through backstopping…
$65,000 - $85,000 a year
Quick Apply
5d
J.W. Cole Financial, Inc. —Tampa, FL
Series 7 license not required, but preferred. Firm will sponsor the right candidate to obtain their securities license if determined to be beneficial for their…
$40,000 - $50,000 a year
Quick Apply
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
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
I want to receive the latest job alert for registered client associate
By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.