Registered Client Associate Salaries in Virginia

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).

$70,000 - $115,000 a year

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

$26.50 - $45.00 an hour

Initiate and field client calls on various items (e.g., strategy ideas, account specific questions, portfolio inquiries, etc.).

$53,500 - $85,600 a year

3 hours ago

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

$73,000 - $102,000 a year

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

$55,000 - $65,000 a year

Must live in FGP's territory- DE, PA, MD, DC, VA. Must be a US citizen or permanent resident. Working with clients to keep their financial strategies current…

$60,000 - $90,000 a year

6 days ago