308
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 —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
Edward Jones —Absecon, NJ
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: $80.9K - $102K a year
Merit Financial Advisors —Wilton, CT
Research and resolve client inquiries, return all client calls, and ensure client satisfaction at all times. Review account transactions daily to monitor trade…
$70,000 - $75,000 a year
Quick Apply
6d
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: $59.3K - $75.1K 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
Edward Jones —Inman, SC
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…
$53,700 - $62,766 a year
TPM Placement —Nyack, NY
-Proofreading (or quality assurance) skills to ensure that own work is in accordance with advisor or Commonwealth criteria. Location: Nyack, NY (in office).
$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 —Gallup, NM
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: $71K - $89.9K a year
6d
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
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
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
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
Quick Apply
Beacon Pointe Advisors LLC —Newport Beach, CA
Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly.
$60,000 - $70,000 a year
3d
Equitable Advisors —Milwaukee, WI
You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus). GE- 4838521.2 (07/22) (Exp.04/26).
$75,000 - $100,000 a year
Quick Apply
5d
Goodwin Recruiting —South Weymouth, MA
Client Requests: Handle all client requests promptly and efficiently. Competitive Salary: Attractive compensation package that rewards your expertise.
$75,000 - $85,000 a year
Quick Apply
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
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
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