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

Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence,…

$32.21 - $44.27 an hour

A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment. A valid and active Series 66 (63/65), and Life and…

$28.85 - $39.90 an hour

5 days ago

Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to…

$45,000 - $85,000 a year

Conducts new client onboarding calls and assists new clients as they begin delivering loans to Plaza Home Mortgage. This position is full-time; non-exempt.

$25 an hour

As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain…