Registered Client Associate Salaries in Walnut Creek, CA
$68,065
avg per year
The average salary for Registered Client Associate jobs near Walnut Creek, CA is $68,065.*
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Top Registered Client Associate jobs near Walnut Creek, CA
View AllRegistered Client Service Associate
Morgan Stanley
Pleasanton, CA
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
Client Service Associate - Schultz Collins
HighTower Advisors
Orinda, CA
Support administrative tasks and office support, including answering phone calls, monitoring email addresses, maintaining database records, scheduling client…
$70,000 - $80,000 a year
6 days ago
Client Service Manager
Heffernan Financial
Walnut Creek, CA
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
Associate Financial Planner
Edelman Financial Engines, LLC
Danville, CA
Performs financial planning analyses for clients including, but not limited to retirement, investments, estate, tax, education funding, real estate, and risk…
Associate Wealth Advisor
Beacon Pointe Advisors LLC
Pleasant Hill, CA
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
Financial Planning Associate
Perigon Wealth Management
San Francisco, CA
Bachelor’s degree in Finance, Accounting, Economics, or a related field. 0–3 years of experience in financial services or related field (internships or prior…
9 days ago
Similar Locations
- San Francisco, CA16 jobs
- Sacramento, CA4 jobs
- Menlo Park, CA3 jobs
- San Jose, CA3 jobs
- Danville, CA2 jobs
- Walnut Creek, CA2 jobs
* Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.