Registered Client Associate Jobs in San Jose, CA | Glassdoor

Registered Client Associate Jobs in San Jose, CA

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  • 3.8
    3 days ago 3d
    Northwestern Mutual
    Easy Apply
    Redwood City, CA
    Easy Apply
    financial solutions tailored to each client's individual needs. Your goal is to discover each client's needs and goals and help map a… and potentially have a lifelong impact on the lives of your clients, families, and your community. Northwestern Mutual offers a…
  • 3.4
    16 days ago 16d
    Bank of America
    Menlo Park, CA
    In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered), this position may be hired… In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered), this position may be hired…
  • 2.4
    25 days ago 25d
    Unify Financial Federal Credit Union
    Fremont, CA
    Est. Salary $37k-$47k
    Est. Salary $39k-$44k
    Are YOU looking to advance your career as a Personal Banker working for UNIFY Financial (formerly Western Federal Credit…
  • 3.3
    LPL Financial
    San Jose, CA
    Est. Salary $43k-$58k
    Est. Salary $46k-$53k
    seeking a Client Service Associate. The Client Service Associate’s primary responsibilities will be to enhance the client experience… Auto req ID 5511BR Posting Title Client Service Associate (Wealth Mgmt) Location San Jose, CA Job Description One of…
  • 3.6
    9 days ago 9d
    Edward Jones
    San Jose, CA
    investment solutions to help clients work toward their long-term financial goals Develop and deepen client relationships Build and… income as you form meaningful, long-term relationships with clients as you help them work toward their financial goals. What…
  • 3.4
    Bank of America
    Menlo Park, CA
    Est. Salary $45k-$70k
    Est. Salary $50k-$62k
    In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered), this position may be hired… into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered). Shift: 1st shift (United…
  • 3.4
    Fisher Investments
    San Jose, CA
    Est. Salary $57k-$83k
    Est. Salary $65k-$75k
    our high net worth clients as an Investment Counselor. You will spend your time educating each of our clients on our investment… each of our clients stay on track to achieve their long-term goals. You will provide a valuable service to your clients, building…
  • 3.5
    TIAA
    Palo Alto, CA
    Est. Salary $59k-$102k
    Est. Salary $67k-$88k
    on a consultative client approach and team collegiality. Successful Advisors at TIAA understand their clients unique financial… high net worth and affluent clients. Manage and develop an assigned book of business of client relationships (approximately…
  • 3.3
    Patelco Credit Union
    Livermore, CA
    Qualifications Bachelors degree in business or associated field or equivalent work experience Prior customer service…
  • 3.5
    9 days ago 9d
    Wells Fargo
    Los Altos, CA
    Est. Salary $41k-$52k
    Est. Salary $44k-$49k
    Job Description At Wells Fargo, our vision is to satisfy our customers financial needs and help them succeed financially. In…
  • 3.4
    Bank of America
    Menlo Park, CA
    Est. Salary $45k-$70k
    Est. Salary $50k-$62k
    In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered), this position may be hired… into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered).…
  • 3.4
    Fisher Investments
    San Jose, CA
    our high net worth clients as an Investment Counselor. You will spend your time educating each of our clients on our investment… each of our clients stay on track to achieve their long-term goals. You will provide a valuable service to your clients, building…
  • 3.5
    Wells Fargo
    San Jose, CA
    Est. Salary $41k-$52k
    Est. Salary $44k-$49k
    with investment solutions. This starts with assessing the client's needs and recommending investments, retirement, insurance, and… trust of our customers and communities. The Personal Banker Registered (SAFE) 2 builds long-term relationships with existing and…
  • 3.5
    Wells Fargo
    Mountain View, CA
    Est. Salary $41k-$52k
    Est. Salary $44k-$49k
    Job Description At Wells Fargo, our vision is to satisfy our customers financial needs and help them succeed financially. In…
  • 3.4
    Bank of America
    San Jose, CA
    Est. Salary $42k-$65k
    Est. Salary $46k-$58k
    In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered), this position may be hired… In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered), this position may be hired…
  • 3.4
    12 days ago 12d
    US Bank
    Los Gatos, CA
    and marketing abilities - Strong analytical skills to assess client needs - Proficient computer skills, especially Microsoft Office…
  • 3.4
    Fisher Investments
    San Jose, CA
    act as our custodians) helping plan and coordinate complex client-focused events nationwide supporting our outside sales representatives… producing detailed reporting and analysis for either our Private Client or Institutional groups Regardless of your starting area,…
  • 3.5
    Wells Fargo
    Belmont, CA
    Est. Salary $41k-$52k
    Est. Salary $44k-$49k
    Job Description At Wells Fargo, our vision is to satisfy our customers financial needs and help them succeed financially. In…
  • 3.8
    Robert Half Finance & Accounting
    Pleasanton, CA
    Est. Salary $35k-$47k
    Est. Salary $38k-$43k
    worldwide. Due to growth they are looking to hire a registered Client Service Associate to their team in San Francisco. This person will… Friedrich at 415 434 1900 or Lisa.Friedrich@roberthalffs.com Our client is a private and independent investment manager with a track…
  • ProEnlist
    Easy Apply
    Newark, CA
    Easy Apply
    existing banking clients. Leverage business knowledge to determine prudent and appropriate strategy to meet clients needs by recommending… Mass Affluent clients. Build strategic partnership with Financial Center as a valued team member. Refer clients with an investment…
  • 3.4
    Citibank
    San Jose, CA
    Est. Salary $41k-$53k
    Est. Salary $44k-$50k
    retain client relationships Product/service knowledge; expertise in articulating product/service information to clients Demonstrated… ability to interact with clients using banking technology Results-oriented; self-starter Strong client service orientation Excellent…
  • 3.4
    Bank of America
    Menlo Park, CA
    Est. Salary $45k-$70k
    Est. Salary $50k-$62k
    In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered), this position may be hired… In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered), this position may be hired…
  • 3.3
    4 days ago 4d
    First Tech Federal Credit Union
    Cupertino, CA
    ) with scheduling member/client appointments and maintain and organize the Financial Advisor's client files. Qualified applicants… service driven Investment Associate who is willing to go the extra mile for our members. The Investment Associate will assist Financial…
  • 3.6
    JPMorgan Chase & Co.
    Palo Alto, CA
    Est. Salary $34k-$42k
    Est. Salary $36k-$40k
    employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary…
  • 3.4
    Citibank
    Santa Clara, CA
    Est. Salary $41k-$53k
    Est. Salary $44k-$50k
    Citi resources following client transactions. Schedule periodic meetings and check-points with clients to provide value-added services… retain client relationships Product/service knowledge; expertise in articulating product/service information to clients Demonstrated…
  • Addison Kenway.
    Easy Apply
    Newark, CA
    Easy Apply
    existing banking clients. Leverage business knowledge to determine prudent and appropriate strategy to meet clients needs by recommending… polices, and procedures, in order to serve the clients' best interests and enhance client satisfaction. Qualifications/Requirements…
  • 3.4
    5 days ago 5d
    Chase
    Palo Alto, CA
    Est. Salary $34k-$43k
    Est. Salary $36k-$40k
    employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary…
  • 3.5
    Citi
    San Jose, CA
    Est. Salary $42k-$54k
    Est. Salary $45k-$51k
    retain client relationships Product/service knowledge; expertise in articulating product/service information to clients Demonstrated… ability to interact with clients using banking technology Results-oriented; self-starter Strong client service orientation Excellent…
  • 3.3
    Comerica
    San Jose, CA
    Est. Salary $39k-$53k
    Est. Salary $42k-$49k
    Travel Travel is not required of this position. * Associates Degree from an accredited college * OR 60 college credits…
  • 3.0
    CitiMortgage
    Cupertino, CA
    Est. Salary $31k-$42k
    Est. Salary $34k-$39k
    Citi resources following client transactions. • Schedule periodic meetings and check-points with clients to provide value-added… retain client relationships • Product/service knowledge; expertise in articulating product/service information to clients • Demonstrated…
Job Title Location Employer Salary
Financial Advisor Redwood City, CA Northwestern Mutual $53k-$124k
Registered Client Associate Menlo Park, CA Bank of America $49k-$71k
Personal Banker Fremont, CA Unify Financial Federal Credit Union $37k-$47k
Client Service Associate (Wealth Mgmt) San Jose, CA LPL Financial $43k-$58k
Financial Advisor San Jose, CA Edward Jones $33k-$80k
Registered Client Associate (FP) Menlo Park, CA Bank of America $45k-$70k
Investment Consultant (Financial Advisor/Stock Broker Alternative) San Jose, CA Fisher Investments $57k-$83k
Financial Advisor (Wealth Management) Palo Alto, CA TIAA $59k-$102k
Member Solution Specialist (Personal Banker) Livermore, CA Patelco Credit Union $53k-$82k
Personal Banker 1 Los Altos, CA Wells Fargo $41k-$52k
Registered Client Associate (FP) - Menlo Park, CA Menlo Park, CA Bank of America $45k-$70k
Investment Counselor (Financial Advisor/Stock Broker Alternative) San Jose, CA Fisher Investments $67k-$92k
Personal Banker 2 Registered San Jose, CA Wells Fargo $41k-$52k
Personal Banker 1 Full Time San Antonio Mountain View, CA Wells Fargo $41k-$52k
Registered Client Associate(FP) - San Jose , CA San Jose, CA Bank of America $42k-$65k
Financial Advisor Los Gatos, CA US Bank $31k-$71k
Investment Associate - Entry Level San Jose, CA Fisher Investments $59k-$96k
Personal Banker 1 Full Time Belmont of San Mateo Belmont, CA Wells Fargo $41k-$52k
Client Service Associate - Series 7 Pleasanton, CA Robert Half Finance & Accounting $35k-$47k
Financial Solutions Advisor- REQUIRED Series 7 and 66 REQUIRED Newark, CA ProEnlist $44k-$74k
Personal Banker Westgate Branch San Jose, CA Citibank $41k-$53k
Registered Client Associate -Menlo Park , CA Menlo Park, CA Bank of America $45k-$70k
Investment Associate Cupertino, CA First Tech Federal Credit Union $53k-$90k
Personal Banker - Hamilton Ave Palo Alto, CA JPMorgan Chase & Co. $34k-$42k
Personal Banker Pruneridge Branch Santa Clara, CA Citibank $41k-$53k
Sales - Financial Solutions Advisor Newark, CA Addison Kenway. $41k-$97k
Personal Banker Palo Alto, CA Chase $34k-$43k
Personal Banker Westgate Branch San Jose, CA Citi $42k-$54k
Retail Personal Banker at San Jose Airport Banking Center San Jose, CA Comerica $39k-$53k
Personal Banker - Cupertino Branch Cupertino, CA CitiMortgage $31k-$42k
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