Registered Client Associate Salaries in Pennsylvania

Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed). Industry experience is a plus.

$33,113 - $90,000 a year

Provides exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, demographic update,…

3 days ago

Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.). Communication Skills - The ability to communicate…

2 days ago

Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…

Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization…

$61,880 - $92,560 a year

CFP® certification preferred (or willingness to obtain within two years). Deep technical bench across tax, estate, and investments.

$150,000 - $175,000 a year