Registered Client Associate Salaries in California

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

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

$34,320 - $90,000 a year

Gather and compile client’s financial information to prepare net worth, cash flow, investment planning, insurance summaries and other tools for use in wealth…

$92,000 - $130,000 a year

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

Bachelor’s degree in Business, Finance, Economics, Accounting, or a related field, but not required. Support cash management activities and monitor account…

$75,000 - $90,000 a year

You will earn deep trust from operators and help provide a better experience for their guests while delivering measurable benefits to their businesses.

$75,000 - $85,000 a year