236
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
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
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
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
Davenport & Company —Greensboro, NC
Answering phones, filing, and preparing correspondence. Ability to learn and master computer programs that house customer data. Series 7 and 66 Licensed.
Estimated: $32.4K - $41K a year
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
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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Edward Jones —Atmore, AL
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: $68K - $86.1K a year
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
Northwestern Mutual —Rogers, AR
Answer telephone calls and direct them as appropriate. Health and life licensed or gain licensing within 6 months of employment.
$36,000 - $46,000 a year
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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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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
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
Morgan Stanley —Coral Gables, FL
Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…
Estimated: $48K - $60.8K a year
WoodmenLife —Omaha, NE
Receives incoming and makes outgoing calls to/from WFS Financial Representatives, WoodmenLife Representatives and clients.
$54,582 - $73,217 a year
Quick Apply
HighTower Advisors —Westport, CT
You are a creative thinker with highly developed analytical skills who can quickly master the tools of the industry, including CRM (Salesforce), reporting tools…
Estimated: $93K - $118K a year
Quick Apply
3d
National Life Group —Montpelier, VT
FINRA Series 7 license required or ability to obtain license within 90 days of employment. This position is responsible for servicing registered representatives…
$19.71 - $36.54 an hour
8d
Pointer Wealth —Dallas, TX
Handle case notes, processing correspondence, maintaining client case files and filing performance reports, account forms and other advisory paperwork.
From $65,000 a year
Quick Apply
12d
SEQUOIA FINANCIAL GROUP —Akron, OH
Robust PC knowledge, typing skills and proficiency in Microsoft Office Suite. The client service associate works with Advisors to support the day to day needs…
12d
Stifel —Grand Rapids, MI
Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.). Organize and assist in the maintenance of complete…
Estimated: $40K - $50.6K a year
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