Top 9 Registered client associate Jobs in Clearwater Fl

Financial Services Associate
One Day In July LLC —Saint Petersburg, FL
- $70,000 - $80,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- 401(k)
11d
Registered Client Service Associate
Morgan Stanley —Tampa, FL
- Full-time
- Writing skills
- Mid-level
- Office
12d
Licensed Financial Representative
One Team Financial Group, LLC —Tampa, FL
- $50,000 - $80,000 a year
- Choose your own hours
- Social media management
- English
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Operations & Client Service Associate
Grand Central Investment Group —Tampa, FL
- Full-time
- Background check
- Mid-level
- Office
- 401(k)
- Paid time off
Quick Apply
Associate Financial Advisor
Amuni Financial, Inc. —Saint Petersburg, FL
- Full-time
- Office
- Business development
- Bachelor's degree
- Health savings account
- Disability insurance
Quick Apply
Client Operations Specialist - Enterprise | Remote, USA
Optiv —Tampa, FL
- Full-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Mid-level
11d
Private Equity Investment Sales Associate - St. Petersburg, FL
Paulson Investment Company —Saint Petersburg, FL
- Mid-level
- Office
- 2 years
Associate Wealth Advisor
Sequoia Financial Group Llc —Tampa, FL
- Full-time
- Customer service
- Research
- Mid-level
Quick Apply

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Financial Services Associate

One Day In July LLC
Saint Petersburg, FL

Apply Now

Job Details

Full-time
$70,000 - $80,000 a year
11 days ago

Benefits

Health insurance
401(k)
Paid time off
401(k) matching

Qualifications

Attention to detail
Calendar management
Customer relationship management
Organizational skills
Series 65

Full Job Description

Job ID: FSA701
Location: St. Petersburg, FL
Status: Full time

We do not regularly review resumes or applications submitted via Indeed. Applications that do not follow these instructions will not be considered.

Firm Summary

Headquartered in Burlington, Vermont, One Day In July is a rapidly growing investment firm committed to disrupting the financial industry with a focus on reducing fees and improving portfolio performance for investors.

One Day In July provides investment management and fiduciary financial advice, generally focused on index funds, to clients across the United States. Our growth has been rapid, and we are expanding our administrative team to help ensure the firm can continue to meet its high standards for excellent client service while remaining in compliance with all applicable regulations. This position will work with our experienced financial advisor team and will be based out of our St. Petersburg, FL location to service clients in the area.

Job Description

As a Financial Services Associate at One Day In July, you will assist the financial advisors with the duties listed below. There is opportunity for someone in this role to move into a financial advisor position over time.

Assist Advisor Team with calls from both prospective and existing clients; schedule meetings and manage client meetings.
Review materials related to new clients and accounts to ensure proper documentation and help facilitate a smooth onboarding process.
Update client records, organize communications and take corrective action as needed in both Charles Schwab and the company CRM.
Coordinate with clients to complete various paperwork and other tasks.
Prioritize and track items that need to be accomplished while managing deadlines.
Become an expert in the day-to-day activities of the business and be able to train others.
This role requires you to plan, set up, and attend occasional offsite events. You must have reliable transportation and a willingness to travel, along with the ability to transport supplies to and from events.

A strong candidate will:

Possess a Series 65 license, or be willing to obtain one within 6 months of starting the role.
Have a proven record of providing superior client service, attention to detail, and documentation.
Be an excellent communicator, both written and verbal.
Possess excellent organizational skills.
Demonstrate excellent Microsoft Excel skills.
Be proactive: identify opportunities and problems and take them to the next level without being asked.
Focus on processes and controls with the ability to understand and assess risk.
Possess a positive attitude, tremendous grit, and ability to prioritize.
Have a commitment to maintaining confidentiality and ethical standards.
Possess a strong understanding of financial concepts and how they apply to investment management.

What's in it for you?

Feel great about offering an honest, transparent solution to Vermonters and Americans trying to save for retirement. One Day In July is a fiduciary: we are legally and ethically obligated to act in our clients’ best interest. (Only 12% of people registered with the securities industry are registered in a way that requires them to be fiduciaries on all accounts.1)
Win on price: our prices tend to be lower than many of our competitors' prices. It is fun to be in a firm that is winning and taking market share.2
Join an established but rapidly growing firm.
Enjoy a low-meeting culture.
Build a solid foundation for understanding the complex realm of regulatory requirements and compliance best practices applicable to Registered Investment Advisory firms.
Be part of a friendly, hardworking team that prides itself on mutual respect for one another.
Develop mastery of subject areas that help clients and other employees.

Salary

$70,000 - $80,000 commensurate with experience.

Hours / Location

This job is full time.
This job is primarily in-person in St. Petersburg, FL.

Benefits

401k plan with low-cost index funds and One Day In July strategy embedded. No high fee funds (this matters greatly, as you’ll learn if you work here)! Available after meeting eligibility requirements.
401k match. Available after meeting eligibility requirements.
An excellent Mac laptop with a fast processor and retina screen, a sit-down / stand-up desk, plenty of space to work comfortably, relatively private work areas, and other resources for top productivity. Our employees are not cogs in a machine and we don’t treat them that way.
Paid vacation. Number of weeks commensurate with experience. Includes the luxury of being required (yes, required) by the firm’s founder to disconnect from work on your vacation days.
Health care plan.

To Apply

Please send the following to Jenny O'Brien at [email protected].

A resume in PDF format.
A cover letter in PDF format. In your cover letter, let us know what is unique about you that we should know. Additionally in your cover letter, include at least one paragraph explaining what makes you stand out from other applicants, in context of this specific job. We are looking for previous demonstrations of excellence and commitment, and the more granularity you can provide, the better.
The Job ID at the top of this posting should start the subject line of your email.
We do not use AI to screen candidates, and we ask that you don't use generative AI to write your application materials. We want to hear directly from you.

We respond to all diligent applicants. We keep all applications private.

One Day In July LLC is an equal opportunity employer.

1. “FINRA 2024 Industry Snapshot” FINRA, Dec 13, 2024
2. Source: The Kitces Report, "2024 Financial Planner Productivity Study" Retrieved 10 May 2025. The statement applies to clients with at least $150,000 in assets under management. Clients with lower assets under management are subject to a minimum annual advisory fee that may not be lower than that of our competitors'.

Job Type: Full-time

Pay: $70,000.00 - $80,000.00 per year

Benefits:

401(k)
401(k) matching
Health insurance
Paid time off

Work Location: In person

Apply Now

Refine Your Search

registered client associate jobs in clearwater fl

Financial Services Associate

Registered Client Service Associate

Licensed Financial Representative

Operations & Client Service Associate

Associate Financial Advisor

Client Operations Specialist - Enterprise | Remote, USA

Private Equity Investment Sales Associate - St. Petersburg, FL

Associate Wealth Advisor

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