Top 8 Registered client associate Jobs in Houston Tx

Registered Client Service Associate - Ameriprise Financial Advisors - Clear Lake, TX
Ameriprise Financial —Houston, TX
- Full-time
- Hybrid work
- Research
- Office
- 3 years
- Work from home
J.P. Morgan Wealth Management - Private Client Investment Associate - Houston, TX
JPMorganChase —Houston, TX
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
Financial Advisor
Allworth Financial —Houston, TX
- $140,000 - $150,000 a year
- Full-time
- 5 years
- Office
- Mentoring
- Health savings account
- Paid holidays
Registered Client Service Associate
Stifel —Houston, TX
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Health insurance
- Dental insurance
Fast Track Insurance Partner
New York Life- Sugar Land —Houston, TX
- $65,000 - $106,000 a year
- Full-time
- Hybrid work
- Office
- Entry level
- Disability insurance
- Health insurance
Quick Apply
J.P. Morgan Wealth Management - Private Client Investment Associate Team Leader
JPMorganChase —Houston, TX
- Full-time
- Up to 50% travel
- Office
- Travel
- Health insurance
- Tuition reimbursement

Discover related jobs

Based on your search for registered client associate jobs.

Equity Research Associate- E&P (Energy)
Raymond James Financial, Inc. —Houston, TX
Prepare and coordinate the completion of various data and analytics reports, including financial models for revenue and income forecasts, cash flow analysis,…
11d
Registered Client Service Associate (Houston, TX)
Raymond James Financial, Inc. —Houston, TX
Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to…

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Dublin, OH
We provide a robust training program, administrative support and state of the art technology designed to elevate your career.
$75,000 a year
Associate - South Central Advisor Group
Thrivent —Columbus, OH
Associates can be fully licensed, securities licensed, or insurance licensed. The sponsoring financial advisor helps our members analyze their current situation…
Quick Apply

I want to receive the latest job alert for registered client associate in houston tx

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

registered client associate jobs near houston tx

Registered Client Associate jobs in Houston, TX

Financial Advisor jobs in Walnut Creek, CA

Investment Associate jobs in Houston, TX

Registered Client Associate jobs in San Diego, CA

Registered Client Associate jobs in Austin, TX

Associate Therapist Remote jobs in Washington State

Patient Service Associate jobs in Philadelphia, PA

Registered Client Associate jobs in Fort Lauderdale, FL

Registered Client Associate jobs in Garden City, NY

Academic Advisor jobs in Charlotte, NC

Financial Advisor jobs in Tampa, FL

Academic Advisor jobs in San Antonio, TX

Financial Advisor jobs in Boston, MA

Academic Advisor jobs in Indianapolis, IN

Automhatic Financial jobs in Wayne, PA

Financial Advisor jobs in Michigan

Financial Advisor jobs in Holland, MI

Investment Banking jobs in Charlotte, NC

Investment Associate jobs in Wall Street, NY

Investment Associate jobs in Boston, MA

Registered Client Service Associate - Ameriprise Financial Advisors - Clear Lake, TX

Ameriprise Financial -
Houston, TX

Apply Now

Job Details

Full-time

Benefits

Work from home

Qualifications

Research
Math
Data interpretation
Computer skills

Full Job Description

About Our Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Job Description

Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America’s leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and build a positive impact on a client’s overall experience, we invite you to take your career to the next level by applying to join our team today!

Key Responsibilities:

Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor.
Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meeting and providing vital follow-up.
Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers.
Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement.
Provide general administrative duties such as answering the advisors’ phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.

Required Qualifications:

Bachelors degree or equivalent.
3 - 5 years relevant experience required.
Series 7 or ability to obtain within 150 days.
State securities agent registration (S63 or S66) or ability to obtain within 150 days.
Experience working in a client service environment.
Detail-oriented, strong math, and analytical skills. Good organization and time management skills.
Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision.
Able to communicate with all levels within the organization. Process oriented and can work with a team.
Strong computer and software skills.

Preferred Qualifications:

State IAR registration (S65 or S66) or ability to obtain within 150 days.
Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days.

Visa Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Non-Exempt

Job Family Group

Business Support & Operations

Line of Business

AAG Ameriprise Advisor Group

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Apply Now

Refine Your Search

registered client associate jobs in houston tx

Registered Client Service Associate - Ameriprise Financial Advisors - Clear Lake, TX

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

Financial Advisor

Registered Client Service Associate

Fast Track Insurance Partner

J.P. Morgan Wealth Management - Private Client Investment Associate Team Leader

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for registered client associate in houston tx

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected