Registered Client Associate Salaries in Gilbert, AZ

Perform regular review meetings and periodic check-in calls to ensure client satisfaction and engagement. The ideal candidate is a relationship-driven fiduciary…

$80,000 - $130,000 a year

You will work closely with one or more Financial Advisors (FA) and help them grow their business, educate clients regarding products and services, monitor…

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).

Key Wealth Management and its employees are independent contractors with respect to Raymond James, not employees of Raymond James.

This person will answer incoming calls, welcome clients, manage the advisor calendar, coordinate meetings, process applications and service requests, track…

$70,000 - $90,000 a year

FINRA Series 65 license or combination of Series 66 and Series 7 licenses. Support client relationships by helping answer investment-related questions and…

$70,000 - $100,000 a year