Registered Client Associate Salaries in Leesburg, VA

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).

$70,000 - $115,000 a year

Verify accounts are traded into the correct model and aid operation teams as needed; track incoming rollovers, other investment funding, and transfers to ensure…

$73,000 - $102,000 a year

5 days ago

Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team,…

$75,000 - $125,000 a year

A bachelor degree in business/finance is preferred. The Client Service Associate supports the Relationship Managers, Portfolio Managers, and Director of Client…

$69,588.50 a year

Must live in FGP's territory- DE, PA, MD, DC, VA. Must be a US citizen or permanent resident. Working with clients to keep their financial strategies current…

$60,000 - $90,000 a year

Life and Health license, SIE, Series 6/63/7/65/24 are preferred but not immediately required. Hire, train, develop, and lead a team of successful agents and…

$132,500 - $157,500 a year

15 hours ago