Registered Client Associate Salaries in Arizona

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).

9 days ago

CFP certification preferred, or willingness to pursue certification. Conduct research and analysis on financial planning topics such as retirement income…

$60,000 - $70,000 a year

FINRA Series 65 license or combination of Series 66 and Series 7 licenses. As a growing fee-only registered investment adviser (RIA), we empower advisors to…

$60,000 - $80,000 a year

3 days ago

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

3 days ago

Answers incoming calls, assists with client account update requests, and/or routes calls to the appropriate area. Checks mail and schedules FedEx pickups.

$27.32 - $34.15 an hour

8 days ago

In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.