262
Registered Client Associate jobs
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
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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: $72.6K - $92K a year
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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
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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
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11d
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
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Bridgehaven Financial Advisors —Warren, NJ
Bachelor's degree in business, finance or related field is preferred. Communicate via telephone and email to address client issues.
$60,000 - $70,000 a year
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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
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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
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Cambridge Investment Research, Inc. —Remote
Appropriate series license(s) for assigned functional area required or the ability to obtain within an established timeframe. Travel for SOVs and conferences.
$25 - $40 an hour
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Signature Financial Solutions —Tampa, FL
FL Life, Health, Variable Annuity (215) license or willingness to sit for the exam would be preferred. Ability to multitask and prioritize daily workload.
From $50,000 a year
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North Star Resource Group —Minneapolis, MN
In addition to a mentor who is an industry expert in their niche market, you will have access to training courses that are designed to educate you on the…
$60,000 - $100,000 a year
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ARPG —Las Vegas, NV
Series 6 and Series 63 license. Minimum 5 years experience in management within investment management operation or related field.
From $66,000 a year
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6d
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: $60.7K - $76.8K a year
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J.W. Cole Financial, Inc. —Tampa, FL
The successful candidate will help to reasonably ensure Financial Professionals remain compliant with applicable federal and state rules, regulations, and best…
$60,000 - $70,000 a year
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Keyes, Stange & Wooten Wealth Management, LLC —Palm Coast, FL
Strong communication skills demonstrated via composition of letters, emails, and answering phone calls. Desire to develop into an operations management role…
Estimated: $54.3K - $68.7K a year
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Fleishel Financial Associates —Jacksonville, FL
CLIENT SERVICE: New client onboarding, ongoing client service with correspondence and other communications, document management, money movement, ensuring client…
From $55,000 a year
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Morgan Stanley —Raleigh, NC
Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…
Estimated: $51.5K - $65.2K a year
18h
Correct Capital Wealth Management —St. Louis, MO
Verifying client account cash balances, generating and reviewing monthly available cash report. Coordinating account transfers and confirm cost basis…
$60,000 - $65,000 a year
Quick Apply
The Moody Street Group, LLC —Auburndale, MA
We also provide group benefits, pension, tuition reimbursement for professional designations and conferences at worldwide locations.*.
$40,000 - $152,003 a year
Andersen —McLean, VA
Compensation: In addition to competitive base compensation, our firm offers annual discretionary bonuses based on firm and individual performance, a…
$65,000 a year
7h
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