246
registered client associate jobs
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
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
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
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
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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
Quick Apply
1d
Edward Jones —Anderson, SC
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
8d
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
Cresset Capital —Houston, TX
JD with 1-3 years of practice or paralegal certification with 7+ years experience strongly preferred. The Associate, Wealth Strategy (AWS) position is a junior…
Estimated: $93.4K - $118K a year
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Morgan Stanley —Mountain View, CA
Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…
Estimated: $57.3K - $72.6K a year
Fidelity Investments —Atlanta, GA
And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Estimated: $53.4K - $67.7K a year
3d
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
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1d
HighTower Advisors —Waltham, MA
Argent Wealth Management is an independent-minded business where individuals and families experience comprehensive and personal wealth management services.
Estimated: $75.2K - $95.2K a year
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Duncan Financial Group —United States
Should be able to develop effectual relationships and operate with senior executives. PTO with prior employer matching. Requires Series 7, 66/65, and Series 24.
Estimated: $59.6K - $75.5K a year
Quick Apply
JPMorgan Chase & Co —Jacksonville, FL
A valid and active Series 7 license. A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in…
Northern Trust Corp. —Chicago, IL
Answers inbound calls to the Brokerage Service Group service center. Requires working knowledge and experience in own job discipline.
Estimated: $67K - $84.9K a year
Atria Wealth Solutions —San Diego, CA
Independently and proactively make outbound calls to members, wholesalers, and back-office personnel to resolve rejected paperwork issues; schedule, confirm and…
$22.12 - $33.90 an hour
Quick Apply
Hennion & Walsh, Inc. —Parsippany, NJ
We pay you while you study and prepare to take the various exams needed to be a licensed financial advisor. Gain business expertise and market knowledge through…
Estimated: $99.7K - $126K a year
Quick Apply
8d
Atria Wealth Solutions —West Chester, PA
You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. Review for completeness and accuracy.
Estimated: $64.8K - $82.1K a year
Quick Apply
1d
HighTower Advisors —Deerfield, IL
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations, and…
Estimated: $93.5K - $118K a year
Quick Apply
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