Registered Client Associate Salaries in Ohio

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

$50,000 - $65,000 a year

A valid and active Series 7 license is required or may be obtained within 120 days condition of employment. A valid and active Series 66 (63/65), and Life and…

Rather than working directly with clients, the Senior Associate will help design and evolve our wealth planning platform, developing tools and insights that…

$85,000 - $110,000 a year

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

Communication –Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail.

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

$41,250 - $68,750 a year