245
Registered Client Associate jobs
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
11d
B. Riley Financial —Poughkeepsie, NY
Receive incoming calls, handling requests, and directing communication to appropriate parties. The successful candidate will demonstrate the ability to work…
$50,000 - $65,000 a year
Quick Apply
5d
Marks Group Wealth Management —Minnetonka, MN
Our Client Service team collaborates daily to respond to client inquiries, schedule client meetings, and service client accounts.
$70,000 - $85,000 a year
Quick Apply
4h
Bank of America —Yardley, PA
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
Estimated: $61.9K - $78.4K a year
G9 Financial —Millbury, MA
FINRA Series 7, Series 66, Life and Health licensing required with a commitment to obtaining further continuing education requirements to maintain licensing.
$55,000 - $65,000 a year
Quick Apply
14d
Dye Creek Capital —Raleigh, NC
Make use of exceptional communication skills to take client calls and reroute them to other associates when necessary.
$70,000 - $80,000 a year
Quick Apply
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
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
Raymond James Financial, Inc. —Trinity, FL
Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to…
Estimated: $37.8K - $47.9K a year
Equitable Advisors —Syracuse, NY
Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge,…
From $90,000 a year
Quick Apply
Condor Capital Wealth Management —Martinsville, NJ
Assist with answering the phones and responding to emails. Strong knowledge of Microsoft Office and related business productivity tools.
$55,000 - $65,000 a year
Quick Apply
4d
Braun Wealth Management Group of NEST Capital —Fort Wayne, IN
FINRA Series 7 and 66 (or 63/65) registrations along with applicable Life and Health Insurance licenses are required at a minimum.
Estimated: $71K - $89.9K a year
Quick Apply
Edward Jones —Hillsboro, OH
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: $81K - $103K a year
4d
Moors & Cabot, Inc. —Alexandria, VA
In addition to specializing in wealth management through full service registered representatives, Moors & Cabot offers investors additional investment tools…
$55,000 - $85,000 a year
Quick Apply
11d
Confidential —Rochester, NY
This position is critical to building client advocacy and ensuring continued profitability of the practice. Works with an entire team to coordinate all prospect…
$50,000 - $90,000 a year
Quick Apply
Knightsbridge Wealth Management —Newport Beach, CA
Prepares alternative investment paperwork for client signature as well as process fundings and or capital calls. Knowledge of Tamarac and CRM preferred.
$80,000 - $100,000 a year
Quick Apply
12d
HighTower Advisors —Santa Fe, NM
Ability to obtain a securities representative license (Series 65) in first year of employment. Founded in 2008, Hightower is a wealth management firm that…
Estimated: $78.3K - $99.1K a year
Quick Apply
Boutique Recruiting —Everett, WA
This role primarily supports one wealth advisor in managing 100 households by facilitating client fund transfers, processing transactions, providing…
$52,000 - $75,000 a year
Miramontes Capital —Newport Beach, CA
II. Update calls with clients to answer any questions they may have. I. Manage all document tracking, e-filing, and client follow-up calls.
$75,000 - $80,000 a year
Quick Apply
5d
NFP Corp —Annapolis, MD
Answer phone calls, resolve issues, and/or take messages as needed. NFP and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays,…
Estimated: $58.9K - $74.6K a year
Quick Apply
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.
Related Searches