Top 35 Registered client associate Jobs in North Richland Hills 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
Quick Apply
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
Sr. Specialist, Regional Annuity Associate
Charles Schwab —Westlake, TX
- $27.60 - $52.74 an hour
- Hybrid work
- Research
- Mid-level
- Office
- Paid parental leave
- Employee stock purchase plan
5d
Registered Client Service Associate
Stifel —Fort Worth, TX
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
ASSOCIATE, PRIVATE WEALTH CLIENT SERVICES
Cresset Capital —Dallas, TX
- Mid-level
- Office
- Finance
- Health savings account
- Disability insurance
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 —Keller, TX
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Arlington, 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
Associate Wealth Advisor | Financial Planning & Client Service
Strittmatter Wealth Management Group, LLC —Fort Worth, TX
- $75,000 - $85,000 a year
- Full-time
- Google Workspace
- Research
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
PWM Consulting Group Analyst
Morgan Stanley —Dallas, TX
- Email
- 5 years
- Computer literacy
- Writing skills
Regional VP, Wealth Management Consultant
Allworth Financial —Dallas, TX
- $75,000 - $150,000 a year
- Full-time
- Bachelor of Science
- 3 years
- Master's degree
- Health savings account
- Paid holidays
Associate Wealth Advisor - Hightower Signature Wealth
HighTower Advisors —Dallas, TX
- Full-time
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Health savings account
Quick Apply
Wealth Strategist
Parallel Advisors —Dallas, TX
- $65,000 - $75,000 a year
- Full-time
- Hybrid work
- English
- Research
- Mid-level
Quick Apply
Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Irving, TX
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Wealth Management Client Relationship Manager
TIAA —Dallas, TX
- $35.00 - $37.50 an hour
- Online Application
- Mid-level
- Office
- 3 years
MBA Fast Track - Arlington/Grand Prairie (Bilingual Vietnamese)
New York Life —Irving, TX
- Recruiting
- Business
- Master of Business Administration
- Tuition reimbursement
Quick Apply
MBA Fast Track - Las Colinas (Bilingual Vietnamese)
New York Life —Irving, TX
- Recruiting
- Business
- Master of Business Administration
- Tuition reimbursement
Quick Apply
Sale Management (Fast-Track Program)
New York Life —Southlake, TX
- $60,000 a year
- Full-time
- Mid-level
- Business development
- Recruiting
- AD&D insurance
- Disability insurance
Quick Apply
Fast-Track to Management
New York Life —Carrollton, TX
- $60,000 a year
- Full-time
- Mid-level
- Recruiting
- 1 year
- AD&D insurance
- Disability insurance
Quick Apply

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registered client associate jobs near north richland hills tx

Full-time eMoney & Planning Associate

Royal Wealth Planners
Fort Worth, TX

Quick Apply

Job Details

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

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.

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 north richland hills tx

Full-time eMoney & Planning Associate

Financial Advisor

Sr. Specialist, Regional Annuity Associate

Registered Client Service Associate

ASSOCIATE, PRIVATE WEALTH CLIENT SERVICES

Registered Branch Associate

Financial Advisor

Financial Advisor

Financial Advisor

Associate Wealth Advisor | Financial Planning & Client Service

PWM Consulting Group Analyst

Regional VP, Wealth Management Consultant

Associate Wealth Advisor - Hightower Signature Wealth

Wealth Strategist

Financial Advisor - PNC Wealth Management

Wealth Management Client Relationship Manager

MBA Fast Track - Arlington/Grand Prairie (Bilingual Vietnamese)

MBA Fast Track - Las Colinas (Bilingual Vietnamese)

Sale Management (Fast-Track Program)

Fast-Track to Management

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