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).

$75,000 - $110,000 a year

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

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).

$35,152 - $90,000 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

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

$25 - $45 an hour

3 days ago

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

$70,000 - $80,000 a year

7 days ago