Registered Client Associate Salaries in Carlsbad, CA

Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).

$34,320 - $90,000 a year

8 days ago

As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain…

Rather than working directly with clients, the Senior Associate will help design and evolve our wealth planning platform, developing tools and insights that…

$85,000 - $110,000 a year

A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment. A valid and active Series 66 (63/65), and Life and…

$28.85 - $39.90 an hour

Life & Health license in the State of CA – Optional. Bachelor’s degree in finance, Business Administration, Economics, or related field.

$65,000 - $95,000 a year

Conducts new client onboarding calls and assists new clients as they begin delivering loans to Plaza Home Mortgage. This position is full-time; non-exempt.

$25 an hour