Top 153 Investment broker Jobs

Remote Client Service Associate - Wealth Management (RIA/Broker-Dealer)
Reshape Wealth —Remote
- $80,000 - $105,000 a year
- Full-time
- Remote
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
7d
Business Broker Associate (uncapped commissions)
Corporate Investment Business Brokers —Fort Myers, FL
- $100,000 - $350,000 a year
- Email
- Sales
- Mid-level
- Microsoft Office
- Health insurance
- Dental insurance
Quick Apply
Compliance Officer - Broker Dealer
Purshe Kaplan Sterling Investments —Albany, NY
- $63,000 - $70,000 a year
- Full-time
- Microsoft PowerPoint
- Customer service
- Computer literacy
- Health savings account
- Health insurance
Quick Apply
8h
Brokerage & Advisory Manager
Concorde Investment Services —Boca Raton, FL
- $100,000 - $130,000 a year
- Full-time
- Office
- Team management
- Recruiting
- Health savings account
- Health insurance
Quick Apply
Commercial Investment Sales Real Estate Broker- local candidates only
Silber Investment Properties —Plainview, NY
- $50,000 - $100,000 a year
- Full-time
- Sales
- In-person
- Communication skills
Quick Apply
Principal Broker
Pro Source Home Buyers —Farragut, TN
- $135,000 - $185,000 a year
- Full-time
- 5 years
- Driver's License
- Supervising experience
- Flexible schedule
Quick Apply
Brokerage Operations Specialist
Western & Southern Financial Group —Cincinnati, OH
- From $70,400 a year
- Full-time
- Office
- US work authorization
- In-person
- Health insurance
- Dental insurance
Quick Apply
Commercial Investment Sales Real Estate Broker- local candidates only
Silber Investment Properties —La Jolla, CA
- $50,000 - $100,000 a year
- Full-time
- Sales
- Customer service
- Mid-level
Quick Apply
Commercial Real Estate Broker
Goodwin Recruiting —Richmond, VA
- $90,000 a year
- Full-time
- 5 years
- Bachelor of Science
- Finance
- Disability insurance
- Health insurance
Quick Apply
Compliance Specialist Senior Wealth Management
City National Bank —New York, NY
- $85,000 - $145,000 a year
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Health insurance
- Dental insurance
Compliance Specialist Senior Wealth Management
City National Bank —Los Angeles, CA
- $85,000 - $145,000 a year
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Health insurance
- Dental insurance
Head of Wealth Management Compliance City National Bank
City National Bank —New York, NY
- $200,000 - $340,000 a year
- Microsoft Excel
- 5 years
- Bachelor's degree
- Health insurance
- Dental insurance
Commercial Mortgage Broker
Rehab Investors Group —Remote
- $250,000 - $500,000 a year
- Full-time
- Remote
- Mid-level
- Communication skills
- Commercial
- Flexible schedule
Quick Apply
Capital Formation Partner - AI Native Investment Platform
Magnum Opus Capital —Remote
- $250,000 - $1,000,000 a year
- Contract
- Remote
- Senior level
Quick Apply
Finance Broker
AMT SOLUTIONS LLC —Texas
- $61,701.16 - $74,306.77 a year
- Temporary
- Remote
- Communication skills
- Entry level
- Under 1 year
- Work from home
- Professional development assistance
Quick Apply
Vice President of Insurance (Insurance Broker)
Leadon Investment Corporation DBA Leadon Insurance Agency —Remote
- $2,400 - $24,000 a month
- Contract
- Remote
- Bilingual
- Management
- HIPAA
- Tuition reimbursement
- Paid time off
Quick Apply
Agency Director (Insurance Broker)
Leadon Investment Corporation DBA Leadon Insurance Agency —Remote
- $2,400 - $24,000 a month
- Contract
- Remote
- Bilingual
- Management
- HIPAA
- Tuition reimbursement
- Paid time off
Quick Apply
Dir Supervision - Broker Dealer
Horace Mann —Remote
- $105,200 - $147,950 a year
- Remote
- Finance
- Bachelor's degree
- Children
Quick Apply
9d
Commercial Real Estate Broker (Debt, Equity & Investment Sales)
Pelican Realty Capital —Raleigh, NC
- $1 - $1,000,000 a year
- Full-time
- Hybrid work
- Marketing
- Entry level
- Commercial
- Work from home
Quick Apply
Structured Investments Sales, Broker Dealer Specialist - Associate / Assistant Vice President
iCapital —Remote
- $70,000 - $80,000 a year
- Full-time
- Remote
- 5 years
- Senior level
- Dental insurance
- Paid time off

I want to receive the latest job alert for investment broker

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Remote Client Service Associate - Wealth Management (RIA/Broker-Dealer)

Reshape Wealth
Remote

Quick Apply

Job Details

Full-time
$80,000 - $105,000 a year
7 days ago

Benefits

Paid holidays
Health insurance
401(k)
Paid time off
Flexible schedule

Qualifications

Financial services customer support
Schedule management
Managing clients in a finance role
Client services experience
Process management

Full Job Description

Client Service Associate (CSA) – Remote & to $105K - Growing Wealth Management Firm

We’re looking for a dependable and proactive Client Service Associate (CSA) to support a high-performing financial services firm with client service and internal process management. This is a fully remote opportunity that offers structure, autonomy, and the chance to contribute to a growing business that values precision and trust.

****Must have 2+ years of RIA (Registered Investment Advisor) or Broker/Dealer experience as a Client Service Associate or in Operations experience to apply.****

You'll work behind the scenes to keep things running smoothly—handling account openings, supporting day-to-day operations, and serving as a reliable point of contact for both clients and internal team members. Your responsibilities will include assisting with documentation and custodial forms, managing schedules, updating systems, tracking workflows, maintaining CRM accuracy, and ensuring timely follow-ups—all while contributing to a seamless and professional client experience.

Highlights:

· Up to $105,000 base salary (based on experience)

· Work from anywhere in the US

· Full benefits, 401(k), and remote tech setup

· Paid time off, market holidays, and flexibility

· Long-term role with advancement potential

This is a great opportunity for someone ready to take ownership of their role, grow with a forward-thinking firm, and be trusted to do great work without micromanagement.

For further details and next steps please contact [email protected]. We will be happy to assist you.

Note: This summary is not exhaustive and may include potential income, ranges, or benefit options. Please contact us for full details.

Pay: $80,000.00 - $105,000.00 per year

Benefits:

401(k)
Flexible schedule
Health insurance
Paid time off

Application Question(s):

Are you currently a CSA or Ops Manager supporting an RIA or broker?
Do you have experience onboarding Schwab accounts?
Are you currently using Docusign on a weekly basis?
How many years have you worked with the Schwab platform?

Experience:

CSA or Ops Manager supporting an RIA or broker: 2 years (Required)

Work Location: Remote

Quick Apply

Refine Your Search

investment broker jobs

Remote Client Service Associate - Wealth Management (RIA/Broker-Dealer)

Business Broker Associate (uncapped commissions)

Compliance Officer - Broker Dealer

Brokerage & Advisory Manager

Commercial Investment Sales Real Estate Broker- local candidates only

Principal Broker

Brokerage Operations Specialist

Commercial Investment Sales Real Estate Broker- local candidates only

Commercial Real Estate Broker

Compliance Specialist Senior Wealth Management

Compliance Specialist Senior Wealth Management

Head of Wealth Management Compliance City National Bank

Commercial Mortgage Broker

Capital Formation Partner - AI Native Investment Platform

Finance Broker

Vice President of Insurance (Insurance Broker)

Agency Director (Insurance Broker)

Dir Supervision - Broker Dealer

Commercial Real Estate Broker (Debt, Equity & Investment Sales)

Structured Investments Sales, Broker Dealer Specialist - Associate / Assistant Vice President

I want to receive the latest job alert for investment broker

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected