Registered Client Associate Salaries in Santa Clarita, CA

Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs teams as needed).

$35,152 - $90,000 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

Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments.

$55,000 - $65,000 a year

Initiate and answer emails and phone calls (to/from clients and their other advisors) in a thorough and timely manner. 401(k) with company match.

$100,000 - $125,000 a year

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

Gather and compile client’s financial information to prepare net worth, cash flow, investment planning, insurance summaries and other tools for use in wealth…

$92,000 - $125,000 a year

10 days ago