272
Registered Client Associate jobs
Boutique Recruiting —Vancouver, WA
Provide excellent client service by handling client phone calls and emails. This role primarily supports two wealth advisors by facilitating client fund…
$25 - $32 an hour
Raymond James Financial, Inc. —Newport Beach, CA
Ability to obtain additional securities and advisory state registrations if required by state. Series 63, 65 and/or 66 as required by state.
$70,000 - $75,000 a year
5d
Edward Jones —Saint Johnsbury, VT
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: $68.8K - $87.2K a year
14d
Flynn Financial LLC —Blakely, PA
_Desired: Advanced Certifications e.g., CFP, CFA or willing to pursue._. The type of clients we serve includes families, retirees, small business owners,…
Estimated: $53.4K - $67.7K a year
Quick Apply
6d
The Moody Street Group, LLC —Auburndale, MA
New Financial Services Sales Representatives will also benefit from a wide range of technical sales support provided by professional career associates who are…
$40,000 - $152,003 a year
Edward Jones —Pryor, OK
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: $56.8K - $71.9K a year
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: $32.3K - $40.8K a year
Morgan Stanley —Atlanta, GA
Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…
Estimated: $51.3K - $65K a year
4h
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
Equitable Advisors —Folsom, CA
These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
$55,000 - $175,000 a year
Quick Apply
Confidential —New York, NY
Education: Required – Bachelor’s degree; Preferred – Bachelor’s degree in Finance or related field. Position would allow enhanced learning through backstopping…
$65,000 - $85,000 a year
Quick Apply
14d
Edward Jones —Kodiak, AK
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: $68.8K - $87.2K a year
Ebert Capital Management Inc. —Eureka, CA
Series 65 license or the ability to pass the Series 65 exam. Inbound client calls, schedule appointments, and prepare materials for client meetings.
$46,800 - $62,400 a year
Quick Apply
5d
Northwestern Mutual —Pierre, SD
Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans. *Educate*—Educate yourself beyond training through…
$65,000 - $170,000 a year
Quick Apply
5d
Equitable Advisors —Fort Worth, TX
Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge,…
$50,000 - $250,000 a year
Quick Apply
6d
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
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…
$20.93 - $31.39 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: $41.1K - $52.1K a year
Quick Apply
8h
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
14d
Equitable Advisors —Folsom, CA
You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus).
$55,000 - $175,000 a year
Quick Apply
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