Top 25 Registered client associate Jobs in San Francisco Ca

Wealth Management Associate
Equitable Advisors —San Rafael, CA
- $55,000 - $110,000 a year
- Full-time
- Hybrid work
- Sales
- Business development
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Registered Client Service Associate
Morgan Stanley —San Mateo, CA
- $35,152 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
5d
Associate / Senior Associate, Client Service - SF
Jordan Park Group —San Francisco, CA
- $100,000 - $135,000 a year
- Mid-level
- Office
- Bachelor's degree
- Commuter assistance
- Health insurance
Senior Registered Client Service Associate (San Francisco, CA)
Raymond James Financial, Inc. —San Francisco, CA
- $45,000 - $95,000 a year
- Full-time
- High school
- Writing skills
- Mid-level
- Paid holidays
- Health insurance
8d
Registered Private Wealth Client Associate
Bank of America —San Francisco, CA
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Registered Client Service Associate - Part Time
Morgan Stanley —San Francisco, CA
- $35,152 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Accelerated Path to Management
New York Life —San Francisco, CA
- $68,000 - $285,000 a year
- Full-time
- Background check
- Customer service
- Business development
- Paid training
- AD&D insurance
Quick Apply
Fast Track to Management
New York Life/NYLIFE Securities, LLC —San Francisco, CA
- $70,304 - $150,000 a year
- Full-time
- Background check
- Mid-level
- Office
- AD&D insurance
- Disability insurance
Quick Apply
Wealth Management Analyst
Morgan Stanley —San Francisco, CA
- $75,000 - $125,000 a year
- Full-time
- Computer literacy
- Writing skills
- Mid-level
Wealth Strategist
Parallel Advisors —San Francisco, CA
- $65,000 - $95,000 a year
- Full-time
- Hybrid work
- English
- Research
- Mid-level
Quick Apply
Client Service Manager
Heffernan Financial —Walnut Creek, CA
- $90,000 - $105,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Research
- Office
Quick Apply
Private Equity Investment Sales Associate - San Francisco, CA
Paulson Investment Company —San Francisco, CA
- Mid-level
- 2 years
- Marketing
Senior Associate Wealth Advisor
Beacon Pointe Advisors LLC —Larkspur, CA
- $100,000 - $125,000 a year
- Remote
- Data analysis skills
- Mid-level
- 3 years
3d
Client Service Associate - NR
Stifel —San Francisco, CA
- $56,000 - $75,000 a year
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
Associate - Wealth Management
ASPIRIANT LLC —San Francisco, CA
- $40.39 - $48.08 an hour
- Full-time
- Hybrid work
- CPA
- Writing skills
- Mid-level
- Health insurance
- 401(k) matching
Quick Apply
1d
Associate Wealth Advisor, UHNW (San Francisco/Menlo Park/Walnut Creek/San Jose)
Mercer Advisors —San Francisco, CA
- $125,000 - $143,000 a year
- Monday to Friday
- Hybrid work
- 5 years
- Mid-level
- Office
- Paid parental leave
- Health savings account
Quick Apply
Senior Associate - Wealth Management - EFO
ASPIRIANT LLC —San Francisco, CA
- $92,000 - $125,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- CPA
- Mid-level
- Health insurance
- 401(k) matching
Quick Apply
ASSOCIATE, WEALTH ADVISOR
CCM ADMINISTRATIVE SERVICES LLC —San Francisco, CA
- $85,000 - $130,000 a year
- Overtime
- Customer service
- Writing skills
- Mid-level
- Health savings account
- Disability insurance
Quick Apply
Associate Director, Wealth Management
IEQ Capital —San Francisco, CA
- $135,000 - $175,000 a year
- Hybrid work
- Research
- Bachelor's degree
- Organizational skills
Associate Financial Planner
Edelman Financial Engines, LLC —Danville, CA
- $104,400 - $121,800 a year
- Microsoft Outlook
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply

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Wealth Management Associate

Equitable Advisors -
San Rafael, CA

Quick Apply

Job Details

Full-time
$55,000 - $110,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Flexible schedule
Life insurance
Retirement plan

Qualifications

CFP
Sales
Series 66
Life insurance knowledge
Series 7
Securities Industry Essentials
Financial concepts
FINRA License
Life & Health Insurance License
Relationship building in financial sales
Experience practicing in the securities industry

Full Job Description

Job title options: Financial Professional, Wealth Management Associate, Retirement Planning Associate, Financial Consultant

Why become a financial professional?

Pursue what’s possible.

Becoming a financial professional allows you to make a difference in the lives of others by helping clients achieve their financial goals.

Together we guide clients forward with courage and wisdom- supporting them in making the choices that help them lead a fulfilled life- with our financial professionals as the cornerstone of our success.

As a financial professional you can achieve:

Impact: The work you do not only helps clients make smarter decisions in their financial lives, it helps them focus on the people and passion in their lives that matter the most to them

Independence: You control your own career. You move as fast as you like, not as fast as you’re told.

Income: Growing your income is based on one factor: you. You have the ability to accelerate your earning potential. l.

Why us? What makes a good fit?

Our financial professionals are the cornerstones of our
We are on a mission to help people build fulfilling success and we work hard to help them grow their futures. To assist us in this goal, we are looking for businesses by: someone who:

Is ambitious and results-driven
Possess a desire to help others competitive products in the financial industry
A team-oriented focus
Has high integrity and professionalism

There’s a lot to be gained from aligning yourself with an organization that enables you to be in business for yourself, but not by yourself. In an increasingly complex industry with constant change, the need for financial professionals is ever-growing and the opportunity is immense.

Equitable Advisors- Traditional Job Description

With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients.

Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional. In that role, you will:

· Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives

· Build and maintain a client base, keep client plans up-to-date and acquire new clients on an ongoing basis

· Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services including life insurance, annuities, and investment options (including both Equitable-manufactured products and other products available through our open-infrastructure platform)

What it takes to be an Equitable Advisors’ Financial Professional

With a wide range of successful financial professionals, prior educational focus and professional background does not necessarily dictate success. We see success with people directly out of college, frustrated professionals looking to begin new career opportunities and those already in the financial services industry seeking a more comprehensive platform. We also seek and develop people of all backgrounds built on our proud history and focus of developing diverse talent and enabling an inclusive work environment.

· A four-year college degree is preferred but not required

· You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)

· Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures

· Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence

· Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships

Note -- applicants must be authorized to work in the United States.

Benefits of working with us

· Compensation you control and a complete benefits package

· Personalized and comprehensive training and support in all areas important to building your business

· Sponsorship as well as coaching to obtain the licensing required for hire

· Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus

· Ability to work jointly with senior joint-work partners and to be coached by top performers

· Advancement and management opportunities

· A work-life balance and access to a full suite of remote-work technology solutions

To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to provide the skills and tools you need for the opportunity to succeed. Our training program consists of training across numerous areas: client management skills, sales skills, market development, product knowledge, technology systems and core practice management systems.

Testimonials

"After graduating college, I grew a print marketing company that had over 65 employees. In 2012, after 26 years, I sold my company and decided to get back to my passion which was finance. It was a pretty natural transition from where I was with the printing company to building my business with Equitable Advisors. I called on the clients I had built relationships with over the past 26 years and told them about what I was doing now. I love being able to meet with business owners, really understand what they're going through and help offer financial solutions."

-Jim Altebrando, Financial Professional

"Prior to becoming a Financial Professional, I was a teacher. I enjoyed it, but there was a lack of fulfillment and I was looking for something more. What I love most about this career is that it allows me the flexibility to be a mother and a wife to my family first. Secondly, I get such a thrill knowing that I've been able to help someone with their financial future."

-Arrkeenah Willis, Financial Professional

"I always knew I wanted to get into finance so after college, I started interviewing at about a dozen different firms and chose to join Equitable Advisors. Starting out, it was a challenge, but about six months in, I started getting referrals and could really see the value I was bringing to clients. Since then my business has steadily increased."

-Bryan Tessier, District Manager, PACNW

Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V. GE-3702612(8/21)(Exp.8/23)

Keywords: Series 7, Sales Manager, Insurance Agent, Insurance Sales, Sales, Account Manager, Account Executive, Inside Sales, Outside Sales, Sales Representative, Business Development, Retirement, Financial Advisors

Job Type: Full-time

Pay: $55,000.00 - $110,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee discount
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Professional development assistance
Retirement plan
Vision insurance

Experience:

Financial concepts: 1 year (Preferred)

Work Location: Hybrid remote in San Rafael, CA 94903

Quick Apply

Refine Your Search

registered client associate jobs in san francisco ca

Wealth Management Associate

Registered Client Service Associate

Associate / Senior Associate, Client Service - SF

Senior Registered Client Service Associate (San Francisco, CA)

Registered Private Wealth Client Associate

Registered Client Service Associate - Part Time

Accelerated Path to Management

Fast Track to Management

Wealth Management Analyst

Wealth Strategist

Client Service Manager

Private Equity Investment Sales Associate - San Francisco, CA

Senior Associate Wealth Advisor

Client Service Associate - NR

Associate - Wealth Management

Associate Wealth Advisor, UHNW (San Francisco/Menlo Park/Walnut Creek/San Jose)

Senior Associate - Wealth Management - EFO

ASSOCIATE, WEALTH ADVISOR

Associate Director, Wealth Management

Associate Financial Planner

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