Top 30 Registered client associate Jobs in Wisconsin

Registered Branch Associate
Edward Jones —Portage, WI
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
Registered Client Service Associate
The MOHR Enterprises LLC —Kohler, WI
- $70,000 - $85,000 a year
- Mid-level
Quick Apply
Registered Client Service Associate
Stifel —La Crosse, WI
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Registered Financial Client Associate
Benjamin F Edwards & Co —Madison, WI
- Full-time
- Research
- Office
- Bachelor's degree
- Profit sharing
- Paid parental leave
1d
Registered Client Associate
Raymond James Financial, Inc. —Green Bay, WI
- Full-time
- Research
- Office
- Math
- Health savings account
- Paid holidays
Financial Advisor
Edward Jones —Brookfield, WI
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —New Berlin, WI
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Windsor, WI
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Manitowoc, WI
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
J.P. Morgan Wealth Management - Private Client Investment Associate - Delafield, WI
JPMorganChase —Delafield, WI
- $25.25 - $34.62 an hour
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
Wealth Management Associate
Morgan Stanley —Middleton, WI
- Email
- 5 years
- Computer literacy
- Writing skills
Client Service Associate - NR
Stifel —Mequon, WI
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
Associate Wealth Manager - Whitefish Bay
Annex Wealth Management LLC —Whitefish Bay, WI
- Mid-level
- Office
- Finance
- Disability insurance
- Health insurance
Quick Apply
8d
Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Pewaukee, WI
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Associate Wealth Advisor
Beacon Pointe Advisors LLC —Hudson, WI
- $60,000 - $75,000 a year
- Microsoft Excel
- Writing skills
- Research
Financial Planning Analyst
Merit Financial Advisors —Sheboygan Falls, WI
- Full-time
- Research
- Mid-level
- Finance
- Health savings account
- Paid holidays
Quick Apply

More jobs to discover

Find similar jobs that you might be interested in.

Registered Client Service Associate
The MOHR Enterprises LLC —Kohler, WI
This role is ideal for someone with wealth management, brokerage, RIA, or investment advisory support experience who is already licensed or has strong…
$70,000 - $85,000 a year
Quick Apply
Registered Client Service Associate
Stifel —La Crosse, WI
Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.). The Client Services Associate (Registered) assists…

Show more similar jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Financial Advisor
Edward Jones —Grove City, OH
As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by your branch team, a home-office team and other regional…
$45,000 - $100,000 a year
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…

Show more jobs in cities nearby

I want to receive the latest job alert for registered client associate in wisconsin

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

Explore jobs in more locations

registered client associate jobs near wisconsin

Financial Advisor jobs in Brookfield, WI

Registered Client Associate jobs in Winter Park, FL

Registered Client Associate jobs in Orange, CA

Associate Of Arts Degree jobs in Raleigh, NC

Retail Sales Associate jobs in Orlando, FL

Clinical Research Associate jobs in Denver, CO

Registered Client Associate jobs in Ponte Vedra Beach, FL

Registered Client Associate jobs in Washington, DC

Healthcare Management jobs in Las Vegas, NV

Health Information Management jobs in Dallas, TX

Management Associate jobs in Remote

Healthcare Management jobs in Baltimore, MD

Management Associate jobs in Long Beach, CA

Management Associate jobs in Home, PA

Client Service Associate jobs in Houston, TX

Management Associate jobs in Ashley, OH

Client Services Associate jobs in Colorado Springs, CO

Client Services Associate jobs in Toledo, OH

Registered Client Associate jobs in Remote

Client Services Associate jobs in Newton, MA

Registered Branch Associate

Edward Jones -
Portage, WI

Apply Now

Job Details

Full-time

Benefits

Profit sharing
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 07-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.

Our Registered Branch Associates 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.

Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team.

We'll give you training and the support you need, providing:

Training which may include mentoring, job shadowing, coaching and branch office visits
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources

Skills:

Ability to learn and apply legal and regulatory requirements related to selling financial solutions
Work independently with strong problem solving, critical thinking, and sound judgement
A resilient, creative and progressive mindset
Motivated to achieve results as an individual and team
Attention to detail, organization, and time management

Key responsibilities:

Deepening relationships with existing clients
Gather information and collect suitability information to open new accounts
Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation
Execute Financial Advisor solicited buy/sell orders and confirm with clients
Answer general client questions regarding Edward Jones Stock recommendations and withdrawals
Actively business plan and work as a team to continuously evaluate and execute branch strategies
Continually develop yourself to grow personally and professionally

Can you see yourself...

Building meaningful connections and long-lasting relationships with clients
Managing multiple projects in a dynamic and highly collaborative organization
Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate
Desire to be part of a continuous learning environment, incorporating feedback and adapting to changes

Requirements:

High School Diploma/Equivalent required; Bachelor's degree preferred
3-5 years of relevant experience in securities/financial services industry preferred
Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
FINRA registrations are required within three months. State insurance licenses are also required

As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC

Complete required CE training to ensure license(s) are 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.
The hiring minimum and maximum range shown below is a subset of the total pay range. There are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role.

Apply Now

Refine Your Search

registered client associate jobs in wisconsin

Registered Branch Associate

Registered Client Service Associate

Registered Client Service Associate

Registered Financial Client Associate

Registered Client Associate

Financial Advisor

Financial Advisor

Financial Advisor

Financial Advisor

J.P. Morgan Wealth Management - Private Client Investment Associate - Delafield, WI

Wealth Management Associate

Client Service Associate - NR

Associate Wealth Manager - Whitefish Bay

Financial Advisor - PNC Wealth Management

Associate Wealth Advisor

Financial Planning Analyst

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alert for registered client associate in wisconsin

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected