Registered Client Associate Salaries in North Carolina

Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…

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).

Ability to obtain additional securities and advisory state registrations if required by state. Series 63, 65 and/or 66 as required by state.

Participate in 1-4 client or prospect meetings or calls each week. Research and communicate the resolution of complex problems and implement solutions.

$60,000 - $70,000 a year

Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…

Series 7, 63 and 65, or 66 strongly preferred or if unlicensed able to obtain licensing within twelve months from date of hire.

7 days ago