240
registered client associate jobs
Fincadia Capital Partners —New York, NY
This opportunity involves active client interaction to provide platinum level high touch service for our clients. Excellent verbal and written communication.
$45,000 - $50,000 a year
Quick Apply
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
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 —Seattle, WA
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: $77.6K - $98.2K a year
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
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
Equitable Advisors —Bala-Cynwyd, PA
O You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus).
$75,150 - $95,500 a year
Quick Apply
Edward Jones —Tempe, AZ
Series 7 and 63 or 66 licenses (or equivalent) required that are currently active. Conduct risk-based reviews of business practices, processes, client accounts,…
$59,886 - $98,752 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
Oppenheimer & Co. Inc. —Virginia Beach, VA
Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments.
Estimated: $52.2K - $66.1K a year
Quick Apply
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
Morgan Stanley —Provo, UT
Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…
Estimated: $49.4K - $62.6K a year
Hennion & Walsh, Inc. —Boca Raton, FL
Gain business expertise and market knowledge through our comprehensive training and mentoring program. They do not have to network on weekends, pay for seminars…
Estimated: $68.1K - $86.2K a year
Quick Apply
8d
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
SEQUOIA FINANCIAL GROUP —Tampa, FL
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…
Citi —Jacksonville, FL
The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal and…
$49,010 - $87,380 a year
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
Stifel, Nicolaus & Co., Inc. —Phoenix, AZ
Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.). Organize and assist in the maintenance of complete…
Estimated: $41.1K - $52K a year
4d
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
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