Top 19 registered client associate Jobs in oregon

Accelerated Path to Management
New York Life —Bend, OR
- $80,000 - $200,000 a year
- Full-time
- Hybrid work
- Background check
- Management
- Sales
- Paid training
- Health savings account
Quick Apply
Financial Advisor
Edward Jones —Hillsboro, OR
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Portland, OR
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Sandy, OR
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Hillsboro, OR
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Registered Client Service Associate
Morgan Stanley —Lake Oswego, OR
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Senior Client Service Associate
Coldstream Wealth Management —Portland, OR
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Paid parental leave
- Paid holidays
Quick Apply
Client Service Associate - Non-Registered - Part-time
Stifel —Portland, OR
- Part-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
3d
Private Equity Investment Sales Associate - Portland, OR
Paulson Investment Company —Portland, OR
- Mid-level
- 2 years
- Marketing
Registered Client Service Associate
Wedbush Securities —Lake Oswego, OR
- $30.00 - $33.65 an hour
- Full-time
- Microsoft Excel
- Research
- Mid-level
- Profit sharing
- Paid jury duty
Client Service Associate - Non-Registered
Stifel —Medford, OR
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
3d

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In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
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Financial Advisor - PNC Wealth Management
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Accelerated Path to Management

New York Life -
Bend, OR

Quick Apply

Job Details

Full-time
$80,000 - $200,000 a year

Benefits

Paid training
Health savings account
AD&D insurance
Disability insurance
Health insurance
Dental insurance
401(k)
Pension plan
Vision insurance
401(k) matching
Professional development assistance
Flexible schedule
Life insurance
Retirement plan

Qualifications

Customer relationship building
Management
Sales
FINRA
Client relationship development
Entrepreneurship
Client retention
Practicing in the securities industry

Full Job Description

Accelerated Path to Management

Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we’ll train you and provide you with access to the tools you need for a career in management.

What we’re looking for

We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses - motivated people who can answer yes to one of the following questions:

Do you have sales or managerial experience in another industry?
Have you previously run your own business?
Do you have an MBA or other equivalent degree?

If so, the Accelerated Path to Management Program may be right for you.

In the Accelerated Path to Management Program, you’ll start off as a financial professional,* learning how to sell our products, building client relationships, and meeting specific requirements before transitioning into a management role. You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success.

What we offer

Phase 1: Firsthand experience as a financial professional

You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite.

Training and resources

You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions—and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content.

Product Solutions

You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products.

Phase 2: Your transition to Associate Partner

After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program. We’ll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you’ll continue to have opportunities to grow and be promoted to increasingly senior levels of management.

How we will compensate you

When you begin with New York Life as a financial professional, your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link: https://www.newyorklife.com/careers/financial-professionals/income-and-benefits.

If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000–$150,000, plus you will be eligible for certain bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds involve additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan, and a 401(k) savings plan.

New York Life will value and reward your hard work and success. You’ll have significant income potential over time, because our field managers’ compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 617 recruiters at all levels in 2024 was $285,000.

About New York Life

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.

We’re proud to be recognized by the following organizations.

Fortune 2024: World’s Most Admired Companies
Handshake 2025: Early Talent Award
Forbes 2024: America’s Best Employers for Diversity
Seramount: 2024 Best Companies for Multicultural Women

We’re proud of the help we’ve provided and continue to provide our clients

5.1 million lives protected (includes all owners of individual life insurance and annuity policies)
$6 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.)
$983 million lifetime annuity income paid (includes all payouts on individual income annuity products)
Over $1.2 trillion life insurance protection in force (includes term, whole, and universal life)

Pay: $80,000.00 - $200,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Health savings account
Paid training
Professional development assistance
Retirement plan
Vision insurance

Application Question(s):

Are you comfortable with a commission-based, performance-driven compensation model?
Are you authorized to work in the U.S. without current or future sponsorship? (New York Life Insurance Company does not sponsor work visas.)
Do you live within commuting distance of Bend, OR and can you be in-office at least 1 day per week?

Work Location: Hybrid remote in Bend, OR 97701

Quick Apply

Refine Your Search

registered client associate jobs in oregon

Accelerated Path to Management

Financial Advisor

Financial Advisor

Financial Advisor

Financial Advisor

Registered Client Service Associate

Senior Client Service Associate

Client Service Associate - Non-Registered - Part-time

Private Equity Investment Sales Associate - Portland, OR

Registered Client Service Associate

Client Service Associate - Non-Registered

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