Top 26 Registered client associate Jobs in Walnut Creek, Ca

Associate Financial Advisor
Edward Jones —Piedmont, CA
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Paid training
4d
Registered Client Service Associate
Morgan Stanley —Walnut Creek, CA
- $34,320 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
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
6d
Client Service Manager
Heffernan Financial —Walnut Creek, CA
- $90,000 - $105,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Research
- Office
Quick Apply
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
Registered Private Wealth Client Associate
Bank of America —San Francisco, CA
- $25 - $45 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
2d
J.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CA
JPMorganChase —Danville, CA
- $28.85 - $39.90 an hour
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
Associate Wealth Advisor
Beacon Pointe Advisors LLC —Pleasant Hill, CA
- $85,000 - $100,000 a year
- Microsoft Excel
- Writing skills
- Research
Registered Wealth Management Client Associate
Bank of America —Mill Valley, CA
- $25 - $45 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- 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 Financial Planner
Edelman Financial Engines, LLC —Danville, CA
- Microsoft Outlook
- Research
- Mid-level
- Health insurance
- Dental 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
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
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, Client Advisory
Jordan Park Group —San Francisco, CA
- $125,000 - $150,000 a year
- Mid-level
- 3 years
- Finance
- Commuter assistance
- Health insurance
Financial Planning Associate
Perigon Wealth Management —San Francisco, CA
- Hybrid work
- Microsoft Excel
- Research
- Finance
- Dental insurance
- 401(k)
9d
Wealth Management Analyst
Morgan Stanley —San Francisco, CA
- $75,000 - $125,000 a year
- Full-time
- Computer literacy
- Writing skills
- Mid-level
Private Equity Investment Sales Associate - San Francisco, CA
Paulson Investment Company —San Francisco, CA
- Mid-level
- 2 years
- Marketing
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

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Associate Financial Advisor

Edward Jones -
Piedmont, CA

Apply Now

Job Details

Full-time
4 days ago

Benefits

Profit sharing
Paid training
Health savings account
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
On-the-job training
Employee assistance program
Vision insurance

Qualifications

Series 66
High school diploma or GED
Series 7

Full Job Description

This job posting is anticipated to remain open for 30 days, from 22-Jul-2026. The posting may close early due to the volume of applicants.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

If you’re looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.

Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.

We’ll give you the support you need.

Our team will be there every step of the way, providing:

Paid training – Get registered and licensed and learn how to be an associate financial advisor with the industry’s top training program
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources

What characteristics would make you a successful Associate Financial Advisor?

Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
Resiliency and adaptability in a nimble learning environment
Attention to detail, strong organizational and time management skills

Can you see yourself…

Providing personalized investment and financial solutions to clients?
Cultivating relationships in your local community to grow the business?
Contributing to the branch business plan to increase branch effectiveness?

Key responsibilities with existing and newly created clients

Responsibilities may include:

Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
Continually develop yourself to grow personally and professionally.

Job Requirements

High School Diploma/Equivalent required; Bachelor’s degree preferred
Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
At least 3-5 years of relevant experience in securities industry preferred
FINRA licenses required within three months. State insurance licenses required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

As a salaried professional, you can also expect…

A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
- Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

You'll be competitively compensated…

Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.

Apply Now

Refine Your Search

registered client associate jobs in walnut creek, ca

Associate Financial Advisor

Registered Client Service Associate

Client Service Associate - Schultz Collins

Client Service Manager

Registered Client Service Associate - Part Time

Registered Private Wealth Client Associate

J.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CA

Associate Wealth Advisor

Registered Wealth Management Client Associate

Associate / Senior Associate, Client Service - SF

Associate Financial Planner

Financial Advisor

Fast Track to Management

Client Service Associate - NR

Associate, Client Advisory

Financial Planning Associate

Wealth Management Analyst

Private Equity Investment Sales Associate - San Francisco, CA

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

Associate Director, Wealth Management

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