Registered Client Associate Salaries in California

Developing in depth understanding of portfolio construction and risk management. Providing a best-in-class service experience to a select group of clients,…

$85,000 - $100,000 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

Support administrative tasks and office support, including answering phone calls, monitoring email addresses, maintaining database records, scheduling client…

$70,000 - $80,000 a year

8 days ago

Assisting with managing cash positions, money movements, and private banking services for clients as needed. Managing risk and assisting the Firm in adhering to…

$100,000 - $135,000 a year

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

$90,000 - $105,000 a year

CFA, MBA, and/or other graduate degree or certification. Have a bachelor's degree and 3-6 years of work experience ideally in financial services (e.g.,…

$125,000 - $150,000 a year