Top 334 Registered representative Jobs in Remote

Registered Wealth Management Account Executive
Mint Asset Management, LLC —Remote
- $1,000 - $8,000 a month
- Part-time
- Remote
- Microsoft Word
- Microsoft Excel
- Business development
Quick Apply
Member Support Representative Lead
Foodsmart —Remote
- $60,000 - $75,000 a year
- Weekends as needed
- Remote
- Mid-level
- Supervising experience
- Case management
- Health insurance
- Dental insurance
Quick Apply
Clinical Denials Specialist
Firstsource Healthcare —Remote
- Monday to Friday
- Remote
- RN License
- HIPAA
- Research
- Health insurance
- Dental insurance
Health Plan Auditor I
Health Services Advisory Group, Inc. —Remote
- $62,000 - $70,000 a year
- Remote
- Microsoft Word
- Microsoft Outlook
- Public speaking
Insurance Authorization Rep
Blue Cloud Pediatric Surgery Centers —Phoenix, AZ
- $18 - $20 an hour
- Overtime
- Remote
- Bachelor of Science
- Medical office experience
- HIPAA
- Health insurance
- Dental insurance
Quick Apply
Sr. Clinical Denials Appeal Specialist (Remote)
Stanford Health Care —Sacramento, CA
- $66.52 - $88.14 an hour
- Full-time
- Remote
- Nursing
- RN License
- Analysis skills
Utilization Management Registered Nurse (RN) - Remote
Guidehealth —Chicago, IL
- $70,000 - $75,000 a year
- Full-time
- Remote
- Microsoft Word
- Nursing
- Microsoft Excel
- Paid parental leave
- Disability insurance
Data Coordinator II
Fred Hutchinson Cancer Center —Seattle, WA
- $27.01 - $38.45 an hour
- Full-time
- Remote
- Bachelor of Science
- Mid-level
- Bachelor's degree
- Paid parental leave
- Paid holidays
2d
Healthcare Auditor II
Health Services Advisory Group, Inc. —Remote
- $80,000 - $90,000 a year
- Full-time
- Remote
- Microsoft Word
- Microsoft Outlook
- Writing skills
- Paid holidays
- Health insurance
Registered Nurse (Telehealth/SUD)
Boulder Care —Miami, FL
- $80,000 - $95,000 a year
- Full-time
- Remote
- Nursing
- Addiction Medicine
- RN License
- Paid parental leave
- Paid holidays
Quick Apply
3d
Clinical Product Surveillance Specialist
Medline Industries —Northfield, IL
- $79,000 - $119,000 a year
- Full-time
- Remote
- Nursing
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- 401(k)
Customer Service Representative
Intelogix —Remote
- $17.75 an hour
- Weekends as needed
- Remote
- Computer literacy
- Writing skills
- Research
- Paid training
- Health insurance
Homeland Defender (Immigration Services Officer)
US Citizenship and Immigration Services —Remote
- $50,420 - $81,198 a year
- Part-time
- Remote
- Background check
- Psychiatry
- Writing skills
- Paid holidays
- Health insurance
Remote Triage RN
CORE Occupational Medicine —Baton Rouge, LA
- $70,000 a year
- Full-time
- Remote
- Nursing
- RN License
- Mid-level
- Paid holidays
- Disability insurance
Quick Apply
Per Diem Practice Coach - Clinical
Benco Dental —Remote
- Part-time
- Remote
- Public speaking
- Mid-level
- Travel
Remote Case Manager (RN)
CORE Occupational Medicine —Baton Rouge, LA
- $70,000 a year
- Full-time
- Remote
- RN License
- Mid-level
- High school diploma or GED
- Paid holidays
- Disability insurance
Quick Apply
Part Time Adjunct Faculty - Nursing
Excelsior University —Remote
- $250 per student
- Part-time
- Remote
- Nursing
- Doctoral degree
- RN License
Quick Apply
Senior Patient Access Services Representative
Northwell Health —Lake Success, NY
- $41,780 - $64,340 a year
- Full-time
- Remote
- Mid-level
- 3 years
- High school diploma or GED
MSA Specialist
Sanderson Firm —Remote
- $72,000 - $85,000 a year
- Full-time
- Remote
- Nursing
- Microsoft Excel
- RN License
- Paid holidays
- Disability insurance
Quick Apply
Senior Grants and Contracts Manager
Harvard University —Boston, MA
- Full-time
- Remote
- 3 years
- Bachelor's degree
- Contracts
- Commuter assistance
- Health insurance

I want to receive the latest job alert for registered representative in remote

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

Registered Wealth Management Account Executive

Mint Asset Management, LLC
Remote

Quick Apply

Job Details

Part-time
$1,000 - $8,000 a month

Qualifications

Microsoft Word
Microsoft Excel
CFP
Interpersonal skills
Business development
Attention to detail
Series 65
Chartered Financial Analyst

Full Job Description

<Job Overview>

Mint Asset Management, LLC - Is a New York, NY based RIA. Mint Asset Management specializes in wealth management through investment management advice, services and guidance.

We are seeking a CFP, CFA, or Series 65-licensed Investment Adviser Representative to perform as an Account Executive, serving as the initial and ongoing connection between prospective retail clients and our portfolio management team. This role focuses on client education, relationship facilitation, prospective client outreach, and streamlining the onboarding experience for new clients.

<Duties>

Engaging with prospective individual investors to help generate interest in the firm’s advisory services and represent and facilitate interaction between individual investors and portfolio managers.
Working with affluent clients in accordance with fiduciary standards.
Leading beginning-to-end onboarding and maintenance activities for new clients.
Using multiple communication methods designed to support a consistent and high-quality client service experience.
Acting as a key team member coordinating potential and existing clients’ experience with the portfolio manager.
Focusing on clear access and interaction, while protecting client privacy and security consistent with regulatory requirements.
Helping prospective clients understand our investment strategies, answering their questions about our services, and guiding them through the account establishment process to support a smooth transition from prospect to client.
Contributing to the firm’s growth by developing and maintaining a pipeline of prospective clients, in a manner consistent with the firm’s Code of Ethics and applicable securities laws and regulations.

<Skills>

Candidates are required to currently hold a Series 65, CFA or CFP.
5+ years of professional or relevant account executive, advisory, business development, or client service experience; undergraduate degree a plus.
Service Knowledge: Foundational knowledge of investment services and fiduciary responsibilities.
Self-motivated, coachable, and flexible.
Detail oriented.
Demonstrates a consistent focus on delivering a high-quality client experience, aligning with the firm's Code of Ethics.
Able to respond promptly to client needs and coordinate appropriate solutions within firm policies and procedures.
Frequent communication, and an abundance of discretion with sensitive information.
Microsoft Word, Excel, and Zoom experience with Advyzon and Schwab a plus.
Professional verbal and written communication.
Proficiency with financial software tools used for research, portfolio management, and reporting
Ability to interpret complex financial data and communicate insights clearly to clients
Demonstrated ability to stay updated on regulatory changes affecting wealth management servicesEmbark on a career where your expertise fuels client success!

Pay: $1,000.00 - $8,000.00 per month

Work Location: Remote

Quick Apply

Refine Your Search

registered representative jobs in remote

Registered Wealth Management Account Executive

Member Support Representative Lead

Clinical Denials Specialist

Health Plan Auditor I

Insurance Authorization Rep

Sr. Clinical Denials Appeal Specialist (Remote)

Utilization Management Registered Nurse (RN) - Remote

Data Coordinator II

Healthcare Auditor II

Registered Nurse (Telehealth/SUD)

Clinical Product Surveillance Specialist

Customer Service Representative

Homeland Defender (Immigration Services Officer)

Remote Triage RN

Per Diem Practice Coach - Clinical

Remote Case Manager (RN)

Part Time Adjunct Faculty - Nursing

Senior Patient Access Services Representative

MSA Specialist

Senior Grants and Contracts Manager

I want to receive the latest job alert for registered representative in remote

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected