Top 57 Registered client associate Jobs in Colleyville Tx

Full-time eMoney & Planning Associate
Royal Wealth Planners —Fort Worth, TX
- $80,000 - $90,000 a year
- Full-time
- Hybrid work
- Background check
- Data analysis skills
- Mid-level
- Paid time off
- Retirement plan
Quick Apply
Registered Branch Associate
Edward Jones —Colleyville, TX
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
Financial Advisor
Edward Jones —North Richland Hills, TX
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Southlake, TX
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Keller, TX
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Fort Worth, TX
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Client Service Associate - Non-Registered
Stifel —Frisco, TX
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
ASSOCIATE, PRIVATE WEALTH CLIENT SERVICES
Cresset Capital —Dallas, TX
- Mid-level
- Office
- Finance
- Health savings account
- Disability insurance
Quick Apply
Global Banking Markets Operations-RIA Custody Client Services-Dallas-Associate
Goldman Sachs —Dallas, TX
- Word processing
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
Registered Client Service Associate
Morgan Stanley —Dallas, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
J.P. Morgan Wealth Management - Private Client Investment Associate - Fort Worth, TX
JPMorganChase —Fort Worth, TX
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
10d
Client Onboarding Specialist
Allworth Financial —Dallas, TX
- Full-time
- Mid-level
- Finance
- Organizational skills
- Health savings account
- Paid holidays
6d
Wealth Strategist
Parallel Advisors —Dallas, TX
- $65,000 - $95,000 a year
- Full-time
- Hybrid work
- English
- Research
- Mid-level
Quick Apply
Wealth Planner
Allworth Financial —Addison, TX
- Full-time
- Microsoft Excel
- Mid-level
- Finance
- Health savings account
- Paid holidays
3d
Registered Brokerage Client Service Associate - Pacific Timezone
Alpaca —Dallas, TX
- Remote
- Research
- Mid-level
- 1 year
- Health insurance
1d
J.P. Morgan Wealth Management - Private Client Investment Associate - Dallas, TX
JPMorganChase —Dallas, TX
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
7d
Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Irving, TX
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Guided Solutions Financial Advisor
Allworth Financial —Dallas, TX
- Full-time
- Office
- Continuous improvement
- Mentoring
- Health savings account
- Paid holidays
7d
Financial Planner
Cain Watters & Associates, LLC —Frisco, TX
- Full-time
- Hybrid work
- CPA
- Urgent Care
- Office
- Paid parental leave
- Health savings account
Quick Apply
Senior Wealth Planner
Allworth Financial —Addison, TX
- Full-time
- Microsoft Excel
- CPA
- Writing skills
- Health savings account
- Paid holidays
6d

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registered client associate jobs near colleyville tx

Full-time eMoney & Planning Associate

Royal Wealth Planners
Fort Worth, TX

Quick Apply

Job Details

Full-time
$80,000 - $90,000 a year

Benefits

Paid time off
Retirement plan

Qualifications

Financial planning software
CFP
Financial planning firm experience
Data analysis skills
Financial plan development
Finance
Bachelor's degree
Attention to detail
Investment analysis

Full Job Description

About the Role

We are seeking an experienced Financial Planning Specialist to join our growing advisory team. This individual will play a critical role in developing, maintaining, and enhancing comprehensive financial plans for clients, working closely with a team of advisors to deliver high-quality planning analyses and recommendations.

The ideal candidate is highly proficient in eMoney, enjoys detailed analytical work, and can independently create sophisticated financial plans, projections, and scenario analyses. This position is primarily remote and initially will support a team of four advisors.

Key Responsibilities

Build, update, and maintain comprehensive financial plans in eMoney.
Gather, organize, and input client financial data accurately and efficiently.
Run retirement, cash flow, tax, estate, insurance, and investment planning analyses.
Create and evaluate multiple planning scenarios and projections.
Prepare planning summaries, recommendations, and supporting materials for advisor review.
Monitor planning updates and assist with ongoing plan maintenance.
Collaborate closely with advisors to ensure planning recommendations align with client goals.
Identify opportunities to improve planning workflows and maximize the capabilities of eMoney.

Required Qualifications

Minimum of 3 years of hands-on experience using eMoney financial planning software.
Experience creating and maintaining advanced financial plans independently.
Strong understanding of comprehensive financial planning concepts, including:
Retirement planning
Cash flow analysis
Tax planning strategies
Insurance analysis
Estate planning fundamentals
Investment planning
Exceptional attention to detail and organizational skills.
Ability to prioritize multiple projects and meet deadlines.
Strong written and verbal communication skills.
Ability to work effectively in a remote environment with limited supervision.
90% remote/10% travel - Local to Dallas-Fort Worth, Austin or Houston – some in person events/travel will be required.

Preferred Qualifications

CFP® certification or CFP® coursework completed/in progress.
Experience working in a Registered Investment Advisor (RIA) or wealth management firm.
Familiarity with CRM systems and planning technology platforms.
Bachelor’s degree in Finance, Financial Planning, Accounting, Economics, or a related field.

What Success Looks Like

The successful candidate will quickly become a trusted planning resource for the advisory team by:

Producing accurate, high-quality financial plans.
Leveraging eMoney to its fullest capabilities.
Delivering timely analyses and planning scenarios.
Helping advisors improve efficiency and enhance client planning experience.

Base salary with bonus tied to firm production may be available.

Benefits:

Retirement Plan after 1 year
7 days of PTO (increases each year employed)
Insurance potentially available
W2 Position

Estimated Start Date 10/1/2026

Pay: $80,000.00 - $90,000.00 per year

Application Question(s):

Do you have at least 3 years of experience using financial planning software? (Yes/No)

Which software have you used?

Do you have experience creating financial plans for clients? (Yes/No)

Which firm or company were you affiliated with in that role?

Are you proficient in Microsoft Excel? (Yes/No)

What about this position is especially interesting to you?

Work Location: Hybrid remote in Fort Worth, TX 76102

Quick Apply

Refine Your Search

registered client associate jobs in colleyville tx

Full-time eMoney & Planning Associate

Registered Branch Associate

Financial Advisor

Financial Advisor

Financial Advisor

Financial Advisor

Client Service Associate - Non-Registered

ASSOCIATE, PRIVATE WEALTH CLIENT SERVICES

Global Banking Markets Operations-RIA Custody Client Services-Dallas-Associate

Registered Client Service Associate

J.P. Morgan Wealth Management - Private Client Investment Associate - Fort Worth, TX

Client Onboarding Specialist

Wealth Strategist

Wealth Planner

Registered Brokerage Client Service Associate - Pacific Timezone

J.P. Morgan Wealth Management - Private Client Investment Associate - Dallas, TX

Financial Advisor - PNC Wealth Management

Guided Solutions Financial Advisor

Financial Planner

Senior Wealth Planner

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