Top 44 Registered client associate Jobs in New York Ny

Wealth Management Associate
Planning Alliance —Woodcliff Lake, NJ
- From $26,000 a year
- Full-time
- Hybrid work
- Finance
- Bachelor's degree
- US work authorization
- Paid training
- Health savings account
Quick Apply
Financial Professional
New York Life —Uniondale, NY
- $65,000 - $150,000 a year
- Full-time
- Customer service
- In-person
- Associate's degree
- Disability insurance
- Health insurance
Quick Apply
Financial Sales Manager Program
New York Life —Saddle Brook, NJ
- $60,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Registered Private Client Associate - Midtown, NY
Janney Montgomery Scott LLC —New York, NY
- $65,000 - $75,000 a year
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Paid parental leave
- Disability insurance
Registered Client Service Associate
Morgan Stanley —New York, NY
- $16.00 - $40.87 an hour
- Full-time
- 18 years or older
- Microsoft Excel
- Microsoft Outlook
Wealth Management Analyst
Morgan Stanley —New York, NY
- $75,000 - $125,000 a year
- Full-time
- Computer literacy
- Writing skills
- Mid-level
Senior Client Associate (West Coast)
Savvy Wealth —New York, NY
- $70,000 - $75,000 a year
- Full-time
- Remote
- CPA
- Bachelor of Science
- Office
- Health savings account
- Paid holidays
Senior Client Associate
Savvy Wealth —New York, NY
- $65,000 - $75,000 a year
- Full-time
- Remote
- CPA
- Bachelor of Science
- Office
- Health savings account
- Paid holidays
Sales Associate / Client Service Associate – Wealth Management
Jefferies & Company, Inc. —New York, NY
- $75,000 - $95,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Private Wealth Management Associate
Morgan Stanley —New York, NY
- $75,000 - $125,000 a year
- Full-time
- 5 years
- Computer literacy
- Writing skills
Portfolio Associate
Morgan Stanley —New York, NY
- $17.00 - $43.27 an hour
- Microsoft Excel
- Microsoft Outlook
- 5 years
Wealth Management Associate
Morgan Stanley —New York, NY
- $90,000 - $130,000 a year
- Email
- Computer literacy
- Writing skills
- Office
J.P. Morgan Wealth Management - Private Client Investment Associate - Manhattan, NY
JPMorganChase —New York, NY
- $28.85 - $39.90 an hour
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
J.P. Morgan Wealth Management - Private Client Investment Associate - Montclair, NJ
JPMorganChase —Upper Montclair, NJ
- $28.85 - $39.90 an hour
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
12d
Registered Senior Client Service Associate
Safra National Bank of New York —New York, NY
- $120,000 - $150,000 a year
- Full-time
- Microsoft Excel
- 5 years
- Mid-level
Quick Apply
Senior Registered Private Client Associate - Garden City, NY
Janney Montgomery Scott LLC —Garden City, NY
- $75,000 - $90,000 a year
- Full-time
- Microsoft Outlook
- 5 years
- Office
- Paid parental leave
- Disability insurance
Client Service Associate
Bleakley Financial Group LLC —Parsippany-Troy Hills, NJ
- Mid-level
- Office
- Bachelor's degree
Quick Apply
Registered Client Service Associate (Florham Park)
Oppenheimer & Co. Inc. —Florham Park, NJ
- $60,000 - $65,000 a year
- 5 years
- Mid-level
Quick Apply
Client Associate
Chera Wealth Management of Capstone Private Wealth —Brooklyn, NY
- $30 - $40 an hour
- Full-time
- Background check
- Office
- Finance
- Opportunities for advancement
Quick Apply
International Registered CSA
Morgan Stanley —New York, NY
- $35,360 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills

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Wealth Management Associate

Planning Alliance
Woodcliff Lake, NJ

Quick Apply

Job Details

Permanent | Full-time
From $26,000 a year

Benefits

Paid training
Health savings account
Disability insurance
Health insurance
Dental insurance
401(k)
Financial planning services
Tuition reimbursement
401(k) matching
Professional development assistance
Flexible schedule
Life insurance
Referral program
Retirement plan

Qualifications

Wealth management
Financial sales
Life insurance policies
Series 66
Finance
Series 7
Bachelor's degree
Insurance sales
Life & Health Insurance License

Full Job Description

Join Our Team as a Wealth Management Associate at Planning Alliance!

Established in 1955, Planning Alliance is a leading provider of comprehensive wealth and risk management solutions nationwide. We specialize in empowering individuals, families, and businesses to achieve their financial goals through tailored investment, insurance, and wealth accumulation strategies.

We are a multi-generational firm, and our culture is rooted in transparent and honest financial counseling. Through financial successes, triumphs, tribulations, and across market cycles, our firm is prepared to stand beside you to guide your decisions for the advancement of your family and business goals. At Planning Alliance, we're committed to looking beyond today's needs, ensuring our clients are prepared for a secure financial future.

We are growing and seeking a new Wealth Management Associate to join the team. As a Financial Representative at Planning Alliance, you will work with individuals and businesses in your community, helping people protect themselves and their loved ones, by providing recommended strategies and products that help protect their financial futures and help them achieve their dreams.

As a Wealth Management Associate you are…

A self‐motivated individual with a confident personality, high integrity, and a strong desire to succeed.
Passionate about cultivating long-term relationships to help others reach their goals.
Ambitious, entrepreneurial, and looking for career growth and development
Experienced with relationship building or client-facing sales
A strong communicator
A college senior or recent graduate from a finance related field

What you’ll be doing:

Building Client Relationships: Develop meaningful connections with clients, understanding their financial goals and concerns.
Financial Strategy Development: Analyze client information to create customized financial plans utilizing appropriate strategies, products, and services.
Plan Management: Continuously monitor and adjust client financial plans to ensure alignment with their evolving goals over time.
Continuous Learning: Stay updated on market trends, investment opportunities, and regulatory changes
Partnership: Collaborate with other professionals such as accountants and attorneys to offer comprehensive financial solutions

Our Commitment:

Excellence: We bring intention and integrity to every client and team member interaction.
Doing the Right Thing: We invite and navigate through constructive conversation across our firm and with our clients. We believe you should never compromise your morals to be successful.
Continuous Learning: We are committed to giving you a competitive edge with licensing and certification opportunities alongside one-on-one Managing Director-led training.
Community Involvement: We believe in building community through philanthropy.

Benefits:

A competitive pay structure and benefits package that includes a defined Benefits Plan, health and dental insurance options, 401(k) with Match and Roth options and more.
Explore various growth opportunities, leadership development, and continuing education support.
Sponsorship, study materials and licensing costs covered for your Life and Health Insurance Licensing, FINRA SIE, Series 66, and Series 7 exams.
Top rated training and development- locally, virtually, and nationally in conjunction with the personalized one-on-one development and support from a Managing Director.
Mentorship and joint work opportunities
Superior service and support from Guardian Life, a fortune 250 company
Autonomy in both your life and career with flexible work arrangements and autonomy in managing client relationships.

Requirements:

Must be a US Citizen or permanent resident
Willing and able to obtain appropriate licensing (NJ/NY Life, Accident, Health, FINRA SIE, Series 7, Series 66)
A four-year degree (Business, Finance or Financial Planning related)

Take the next step in your career with a firm dedicated to your success and the success of our clients. We offer a supportive environment, competitive compensation with a signing bonus, and opportunities for professional and personal growth.

Apply today and embark on a rewarding career path with Planning Alliance!

This firm is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Guardian has been helping people protect their future and secure their lives for more than 160 years. Every day, we serve 29 million people by helping them and their families pursue financial confidence and well-being in life, health, and wealth. We help families find financial confidence and help people plan for retirement. We help companies take care of their employees. And we help both recover and thrive in times of unexpected loss. Today, we provide life insurance, disability insurance, dental insurance, and other benefits for individuals, at the workplace, and through government-sponsored programs.

And as one of the largest mutual insurance companies, we know what matters most: meeting the needs of our customers first. Because everyone deserves a Guardian.

Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Park Avenue Securities LLC (PAS) is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian) located at 10 Hudson Yards, New York, NY 10001. PAS is a registered broker-dealer offering competitive investment products, as well as a registered investment advisor offering financial planning and investment advisory services. PAS is a member of FINRA and SIPC. 7606138.1 (Exp. 5/27)

Pay: From $26,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Financial planning services
Flexible schedule
Health insurance
Health savings account
Life insurance
Paid training
Professional development assistance
Referral program
Retirement plan
Tuition reimbursement

Application Question(s):

Will you now or in the future require sponsorship for employment?

Work Location: Hybrid remote in Woodcliff Lake, NJ 07677

Quick Apply

Refine Your Search

registered client associate jobs in new york ny

Wealth Management Associate

Financial Professional

Financial Sales Manager Program

Registered Private Client Associate - Midtown, NY

Registered Client Service Associate

Wealth Management Analyst

Senior Client Associate (West Coast)

Senior Client Associate

Sales Associate / Client Service Associate – Wealth Management

Private Wealth Management Associate

Portfolio Associate

Wealth Management Associate

J.P. Morgan Wealth Management - Private Client Investment Associate - Manhattan, NY

J.P. Morgan Wealth Management - Private Client Investment Associate - Montclair, NJ

Registered Senior Client Service Associate

Senior Registered Private Client Associate - Garden City, NY

Client Service Associate

Registered Client Service Associate (Florham Park)

Client Associate

International Registered CSA

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