Top 5511 Account Management Associate Jobs

Financial Planning Associate
Raymond James Financial, Inc. —Bend, OR
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
Entry Level Associate (Arabic Required)
Blueprint Zenith —Plano, TX
- $1,000 - $1,600 a week
- Full-time
- Background check
- English
- Organizational skills
Quick Apply
Senior Account Associate - Commercial Insurance
Insurance Office of America, Inc. —Pleasanton, CA
- $45,000 - $60,000 a year
- Full-time
- Microsoft Outlook
- Word processing
- Research
- Paid holidays
- Health insurance
Quick Apply
Regional Sales Associate
BKT USA INC —Copley, OH
- Full-time
- Mid-level
- Driver's License
- Travel
- Health insurance
- Dental insurance
Quick Apply
12d
Associate Analyst
Gottfried & Somberg Wealth Management, LLC —Glastonbury, CT
- $65,000 - $80,000 a year
- Full-time
- Background check
- Research
- Office
- Health savings account
- Paid holidays
Quick Apply
AT&T Customer Associate
San Jose Business Solutions —Santa Clara, CA
- $56,000 - $61,000 a year
- Full-time
- High school diploma or GED
- In-person
- Communication skills
- Professional development assistance
Quick Apply
5d
Senior Account Associate - Commercial Lines (Eastern / Central Time Zones)
IOA National, Inc. —Binghamton, NY
- $50,000 - $56,000 a year
- Full-time
- Microsoft Outlook
- Word processing
- Research
- Paid holidays
- Health insurance
Quick Apply
Wealth Management Associate
Equitable Advisors —Secaucus, NJ
- $32,400 - $125,000 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Employee stock purchase plan
- Disability insurance
Quick Apply
Senior Associate
MVAR Media —Alexandria, VA
- From $100,000 a year
- Full-time
- 6 years
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Registered Client Service Associate
Raymond James Financial, Inc. —Manassas, VA
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Health insurance
Customer Service Inside Application Sales Associate
SRGI —Raynham, MA
- $55,000 - $75,000 a year
- Full-time
- English
- Mid-level
- In-person
- Disability insurance
- Health insurance
Quick Apply
Entry-Level Sales Associate
EP Perspectives —San Bernardino, CA
- $800 - $1,300 a week
- Full-time
- 18 years or older
- Office
- In-person
- 401(k)
- Professional development assistance
Quick Apply
12d
Associate Banker-Bilingual Chinese Preferred
East West Bank —San Francisco, CA
- $22.00 - $23.50 an hour
- Weekends as needed
- Microsoft Excel
- High school diploma or GED
- Bachelor's degree
- Opportunities for advancement
Quick Apply
Regional Sales Associate (Tire Experience)
BKT USA INC —Jacksonville, FL
- Full-time
- Mid-level
- Driver's License
- Travel
- Health insurance
- Dental insurance
Quick Apply
3d
Part-Time Showroom Designer / Sales Associate Inside Sales Design Consultant
Emerstone —Lakewood, NJ
- $42,000 - $80,000 a year
- Part-time
- Spanish
- Computer literacy
- English
Quick Apply
Wireless Sales Associate
SI Connections —Pennsauken, NJ
- $45,000 - $55,000 a year
- Full-time
- Background check
- In-person
- Communication skills
Quick Apply
13d
AT&T Wireless Associate
Crown Marketing Group —Benbrook, TX
- $42,000 - $53,000 a year
- Full-time
- Background check
- Spanish
- English
Quick Apply
7d
Associate Banker-Bilingual Chinese Preferred
East West Bank —Artesia, CA
- $20.00 - $21.50 an hour
- Weekends as needed
- Microsoft Excel
- High school diploma or GED
- Bachelor's degree
- Opportunities for advancement
Quick Apply
Associate Banker-Bilingual Chinese Preferred
East West Bank —Irvine, CA
- $20.00 - $21.50 an hour
- Weekends as needed
- Microsoft Excel
- High school diploma or GED
- Bachelor's degree
- Opportunities for advancement
Associate Wealth Advisor
Summit Financial, LLC —Parsippany-Troy Hills, NJ
- From $120,000 a year
- Full-time
- Hybrid work
- 5 years
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply

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Financial Planning Associate

Raymond James Financial, Inc. -
Bend, OR

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Job Details

Full-time

Benefits

Paid holidays
Health insurance
Dental insurance
Paid time off
Parental leave
Vision insurance
Life insurance

Qualifications

Research
Securities Industry Essentials
Experience practicing in the securities industry

Full Job Description

Job Description Summary

Working together, Mainspring Wealth Advisors, LLC is pleased to provide clients with comprehensive financial planning and personalized wealth management. Every individual’s strength and expertise are made stronger by the bonds of shared values. Throughout the office, respect is evident and care is taken to ensure that all voices are heard.

As we evolve, we are seeking a Financial Planning Associate who shares our vision and values. The ideal candidate has a strong work ethic, is a team player, and enjoys serving both our clients and the community.

If this resonates with you, we invite you to apply today!

Job Description

Responsibilities

Assist with account opening, transfers and maintenance
Support advisors with research, data entry, and plan implementation
Maintain CRM records and ensure compliance
Partner with Financial Advisor to review clients’ current portfolio design, understand client goals, enter client data, and conduct financial analysis.
Evaluate overall individual and employer-based retirement needs, researches various options, and recommends planning alternatives.
Perform detailed document reviews; analyzes client information and situations across the financial planning spectrum to develop plan
Research information as necessary on a case-by-case basis
Prepare files for meetings with existing and new clients
Prepares, coordinates and follows through on any needed communication with new or existing clients
Respond to client questions by telephone, email and occasional personal visits.
Conduct research as needed related to basic income tax questions, estate planning, and other legal issues - requesting guidance when appropriate.
May participate in client presentations.
May open, transfer, and close customer accounts and maintain appropriate account records.
May obtain and verify the client’s purchase and sale instructions, enter orders, and follow up on completion of transactions.
Ensure firm and regulatory policies are followed within compliance standards
Perform other duties and responsibilities as assigned.

Proficiency in:

CRM software
Microsoft Suite
Financial Planning software
Financial markets

Education/Experience Requirements

Bachelor’s degree in a related field and three years’ experience in the financial services industry with an emphasis on financial, retirement and estate planning field or in marketing these services

~or~

An equivalent combination of experience, education and/or training as approved by Human Resources

Licenses

SIE required provided that an exemption or grandfathering cannot be applied
Series 7
Series 63, 65 and/or 66 as required by state or ability to obtain within six months

Additional Information:

This position is 100% onsite in Bend, OR

Mainspring Wealth Advisors, LLC and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” includes, but is not limited to, Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.

PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is a RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.

Education

Bachelor’s: Finance

Work Experience

General Experience - 13 months to 3 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Less than 25%

Workstyle

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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Refine Your Search

Account Management Associate jobs

Financial Planning Associate

Entry Level Associate (Arabic Required)

Senior Account Associate - Commercial Insurance

Regional Sales Associate

Associate Analyst

AT&T Customer Associate

Senior Account Associate - Commercial Lines (Eastern / Central Time Zones)

Wealth Management Associate

Senior Associate

Registered Client Service Associate

Customer Service Inside Application Sales Associate

Entry-Level Sales Associate

Associate Banker-Bilingual Chinese Preferred

Regional Sales Associate (Tire Experience)

Part-Time Showroom Designer / Sales Associate Inside Sales Design Consultant

Wireless Sales Associate

AT&T Wireless Associate

Associate Banker-Bilingual Chinese Preferred

Associate Banker-Bilingual Chinese Preferred

Associate Wealth Advisor

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