Top 13 Registered client associate Jobs in Santa Clarita, Ca

Financial Professional (Fast Track to Management)
New York Life Insurance Company/NYLIFE Securities, LLC. —Glendale, CA
- $80,000 - $120,000 a year
- Full-time
- Hybrid work
- Business development
- Recruiting
- 1 year
- AD&D insurance
- Disability insurance
Quick Apply
Financial Services Executive Fast Track to Management
New York Life —Glendale, CA
- $85,000 - $260,000 a year
- Weekends as needed
- Hybrid work
- Background check
- Sales
- Customer service
- Paid training
- Health savings account
Quick Apply
Management Opportunity
New York Life Southern California General Office —Glendale, CA
- $60,000 - $119,917 a year
- Full-time
- Hybrid work
- Office
- Business development
- US work authorization
- AD&D insurance
- Health insurance
Quick Apply
Financial Advisor
Edward Jones —Santa Clarita, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
4d
Registered Client Service Associate
Morgan Stanley —Los Angeles, CA
- $35,152 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Private Wealth Management Registered Client Service Associate
Morgan Stanley —Los Angeles, CA
- $34,320 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Registered Client Service Associate (Newport Beach or Los Angeles)
Oppenheimer & Co. Inc. —Los Angeles, CA
- $55,000 - $65,000 a year
- Full-time
- Mid-level
- 3 years
- Organizational skills
Quick Apply
Senior Associate - Wealth Management
ASPIRIANT LLC —Los Angeles, CA
- $100,000 - $125,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health insurance
- 401(k) matching
Quick Apply
Senior Associate - Wealth Planning Specialist
ASPIRIANT LLC —Los Angeles, CA
- $85,000 - $110,000 a year
- Full-time
- Hybrid work
- Office
- 3 years
- Finance
- Health insurance
- 401(k) matching
Quick Apply
Wealth Management Senior Analyst | Director
One Capital Management —Westlake Village, CA
- $100,000 - $125,000 a year
- Email
- Office
- 3 years
- Bachelor's degree
- Wellness program
- Health insurance
Senior Associate - Wealth Management - EFO
ASPIRIANT LLC —Los Angeles, CA
- $92,000 - $125,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- CPA
- Mid-level
- Health insurance
- 401(k) matching
Quick Apply
10d

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Financial Consultant – Entrepreneurial Career
New York Life & NYLife Securities LLC —Glendale, CA
Just as our Managers in the field work to provide one-on-one support and guidance to every Agent they hire. Monthly payments are determined by your earnings,…
$75,000 - $250,000 a year
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1d
Project / Work Plan Manager
ASRC Federal —Edwards AFB, CA
Valid California driver's license. Bachelor's degree and 5–7 years of experience in project management, program coordination, executive support, office…
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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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Associates can be fully licensed, securities licensed, or insurance licensed. The sponsoring financial advisor helps our members analyze their current situation…
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Financial Professional (Fast Track to Management)

New York Life Insurance Company/NYLIFE Securities, LLC. -
Glendale, CA

Quick Apply

Job Details

Permanent | Full-time
$80,000 - $120,000 a year

Benefits

AD&D insurance
Disability insurance
Health insurance
Dental insurance
401(k)
Pension plan
Vision insurance
401(k) matching
Life insurance

Qualifications

FINRA
Business development
Recruiting
Prospecting
Master of Business Administration
Marketing

Full Job Description

Are you looking for an opportunity 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 with other non commissionable support. 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 (in California and Washington, the minimum salary is $66,560 and $67,725, respectively), 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 are 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 568 recruiters at all levels in 2023 was $280,000.

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.

Awards & Accolades:

We’re proud of our financial strength

A++ Superior (A.M. Best)

AAA Exceptionally Strong (Fitch)

Aaa Exceptional (Moody’s)

AA+ Very Strong (Standard & Poor’s)

We’re proud of the training we offer

Chief Learning Officer: 2023 CLO Learning Elite Gold award

We’re proud the be recognized by organizations that also value diversity

Seramount: 2023 Best Companies for Multicultural Women

Human Rights Campaign: 2023/2024 Corporate Equality Index • Forbes 2023: America’s Best Employers for Diversity

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

5.3 million lives protected (includes all owners of individual life insurance and annuity policies)
$5 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.)
$937 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)

Job Types: Full-time, Permanent

Pay: $80,000.00 - $120,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Disability insurance
Health insurance
Vision insurance

Application Question(s):

What is motivating you to build a career in sales management or financial advising?
Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)? Or are you working under OPT?

Work Location: Hybrid remote in Glendale, CA 91203

Quick Apply

Refine Your Search

registered client associate jobs in santa clarita, ca

Financial Professional (Fast Track to Management)

Financial Services Executive Fast Track to Management

Management Opportunity

Financial Advisor

Registered Client Service Associate

Private Wealth Management Registered Client Service Associate

Registered Client Service Associate (Newport Beach or Los Angeles)

Senior Associate - Wealth Management

Senior Associate - Wealth Planning Specialist

Wealth Management Senior Analyst | Director

Senior Associate - Wealth Management - EFO

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