Top 19 Registered client associate Jobs in San Rafael, Ca

Registered Wealth Management Client Associate
Bank of America —Mill Valley, CA
- $25 - $45 an hour
- 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
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
14d
Registered Client Service Associate
Morgan Stanley —Oakland, CA
- $72,200 - $85,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
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
Associate, Client Advisory
Jordan Park Group —San Francisco, CA
- $125,000 - $150,000 a year
- Mid-level
- 3 years
- Finance
- Commuter assistance
- Health insurance
Client Service Associate - Schultz Collins
HighTower Advisors —Orinda, CA
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- US work authorization
- Marketing
- Paid parental leave
- Health savings account
Quick Apply
4d
Registered Private Wealth Client Associate
Bank of America —San Francisco, CA
- $25 - $45 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
14h
Financial Planning Associate
Perigon Wealth Management —San Francisco, CA
- Hybrid work
- Microsoft Excel
- Research
- Finance
- Dental insurance
- 401(k)
7d
Fast Track to Management
New York Life/NYLIFE Securities, LLC —San Francisco, CA
- $68,640 - $285,000 a year
- Full-time
- Background check
- Sales
- Customer service
- AD&D insurance
- Disability insurance
Quick Apply
Financial Advisor
Edward Jones —San Francisco, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
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
Wealth Management Analyst
Morgan Stanley —San Francisco, CA
- $75,000 - $125,000 a year
- Full-time
- Computer literacy
- Writing skills
- Mid-level
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
Private Equity Investment Sales Associate - San Francisco, CA
Paulson Investment Company —San Francisco, CA
- Mid-level
- 2 years
- Marketing
Associate Wealth Advisor, UHNW (San Francisco Bay Area)
Mercer Advisors —San Francisco, CA
- $106,250 - $125,000 a year
- Monday to Friday
- Hybrid work
- 5 years
- Mid-level
- Office
- Paid parental leave
- Health savings account
Quick Apply
Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Bay Area
Empower Annuity Insurance Company of America —San Francisco, CA
- $136,800 - $198,375 a year
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays
Associate Director, Wealth Management
IEQ Capital —San Francisco, CA
- $135,000 - $175,000 a year
- Hybrid work
- Research
- Bachelor's degree
- Organizational skills
Senior Associate - Wealth Planning Specialist
ASPIRIANT LLC —San Francisco, CA
- $85,000 - $110,000 a year
- Full-time
- Hybrid work
- Office
- 3 years
- Finance
- Health insurance
- 401(k) matching
Quick Apply

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Scarbrough Financial Group —San Rafael, CA
Ability to review and understand financial statements and cash flows. Bachelor’s degree or higher. Minimum 5 years industry experience.

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Registered Branch Associate
Edward Jones —Columbus, OH
Complete required CE training to ensure license(s) are in good standing. Research portfolio performance, cost/fees, asset allocation, changes to portfolio…
Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Dublin, OH
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
$75,000 a year

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Registered Wealth Management Client Associate

Bank of America -
Mill Valley, CA

Apply Now

Job Details

Full-time
$25 - $45 an hour

Qualifications

Investment
Customer communication
Series 7
Financial product expertise
Securities Industry Essentials
Experience practicing in the securities industry

Full Job Description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:

Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
** If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code.**
Possesses advanced industry knowledge and an understanding of investment products
Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
Demonstrates a client-centric mindset, always acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:

Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
Is detail oriented
Demonstrates a commitment to continuous learning and professional growth
Exhibits sound judgment and discretion when handling sensitive information
Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
Demonstrates professional verbal and written communication skills

Skills:

Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

“Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy”

**The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA

This job will be open and accepting applications for a minimum of seven days from the date it was posted.

Shift:

1st shift (United States of America)

Hours Per Week:

37.5

Apply Now

Refine Your Search

registered client associate jobs in san rafael, ca

Registered Wealth Management Client Associate

Registered Client Service Associate - Part Time

Registered Client Service Associate

Associate / Senior Associate, Client Service - SF

Associate, Client Advisory

Client Service Associate - Schultz Collins

Registered Private Wealth Client Associate

Financial Planning Associate

Fast Track to Management

Financial Advisor

Client Service Associate - NR

Wealth Management Analyst

ASSOCIATE, WEALTH ADVISOR

Private Equity Investment Sales Associate - San Francisco, CA

Associate Wealth Advisor, UHNW (San Francisco Bay Area)

Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Bay Area

Associate Director, Wealth Management

Senior Associate - Wealth Planning Specialist

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