Registered Client Associate Jobs in Walnut Creek, CA | Glassdoor

Registered Client Associate Jobs in Walnut Creek, CA

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  • 3.4
    Bank of America – San Francisco, CA
    3 days ago 3d
    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…
  • 3.5
    Wells Fargo – San Francisco, CA
    Est. Salary $39k-$62k
    12 days ago 12d
    $1.4 trillion in client assets. Unprecedented choice and flexibility for Financial Advisors and their clients is provided through… operational client service support to assist the business activities of the Financial Advisor(s). May solicit orders from clients, provide…
  • 3.5
    Stifel Nicolaus – San Rafael, CA
    Est. Salary $37k-$49k
    23 days ago 23d
    existing clients, using scripts approved by a principal of Advertising and Graphics. Registered Client Service Associates may highlight… event; Client Service Associates may not be designated speakers or present products to clients or prospective clients at such…
  • 3.9
    Robert Half Finance & Accounting – San Francisco, CA
    Est. Salary $35k-$47k
    6 days ago 6d
    Registered Client Service Associate Well known brokerage firm is looking for a Registered Client Associate who will be responsible… information, balance information and current holdings. Client Service Associates will also be setting up new accounts and initiating…
  • 4.1
    Lenox Advisors – San Francisco, CA
    26 days ago 26d
    offer advice and complete sales. Build client loyalty by providing an exceptional client experience through delivering trusted… resulting in earned referrals from your clients and friends. Network regularly with existing clients and referrals in order to build…
  • 4.8
    SigFig – San Francisco, CA
    12 days ago 12d
    you to become an effective advisor assisting retail banking clients with their investment needs. WHAT YOU'LL BE DOING: Proactive… suitable SigFig solutions. Providing frequent and detailed client feedback to appropriate members of the SigFig team, in efforts…
  • 3.4
    Bank of America – San Francisco, CA
    Est. Salary $45k-$70k
    4 days ago 4d
    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 Francisco, CA
    Est. Salary $56k-$82k
    26 days ago 26d
    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…
  • ProEnlist – Vallejo, CA
    EASY APPLY
    4 days ago 4d
    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…
  • 3.3
    Patelco Credit Union – Dublin, CA
    5 days ago 5d
    Qualifications Bachelors degree in business or associated field or equivalent work experience Prior customer service…
  • 3.4
    Bank of America – San Francisco, CA
    Est. Salary $49k-$74k
    1 days ago 1d
    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…
  • 4.8
    SigFig – San Francisco, CA
    12 days ago 12d
    providing suitable SigFig solutions Provide frequent and detailed client feedback to appropriate members of the SigFig team, in efforts… fuel innovation, accelerate adoption, and create delight for clients. Founded in 2007, SigFig is backed by leading financial…
  • 3.4
    Fisher Investments – San Francisco, CA
    26 days ago 26d
    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…
  • 3.4
    Bank of America – Vallejo, CA
    1 days ago 1d
    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…
  • 3.5
    Unify Financial Federal Credit Union – Concord, CA
    Est. Salary $37k-$47k
    6 days ago 6d
    Are YOU looking to advance your career as a Personal Banker working for UNIFY Financial (formerly Western Federal Credit…
  • 3.4
    Fisher Investments – San Francisco, CA
    26 days ago 26d
    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,…
  • 3.4
    Bank of America – San Francisco, CA
    9 days ago 9d
    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…
  • 3.5
    Wells Fargo – Pleasant Hill, CA
    Est. Salary $38k-$48k
    5 days ago 5d
    trust of our customers and communities. The Personal Banker Registered (SAFE) 2 builds long-term relationships with existing and… needs and financial objectives.In addition, Personal Banker Registered (SAFE) 2s may reach out into the community by visiting businesses…
  • ProEnlist – Concord, CA
    EASY APPLY
    28 days ago 28d
    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
    Bank of America – San Francisco, CA
    10 days ago 10d
    Mass Affluent clients. Build strategic partnership with Financial Center as a valued team member. Refer clients with an investment… polices, and procedures, in order to serve the clients' best interests and enhance client satisfaction. Enterprise Role Overview…
  • 3.6
    JPMorgan Chase & Co. – Hayward, CA
    Est. Salary $34k-$42k
    1 days ago 15hr
    employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary…
  • 2.4
    RemX – San Francisco, CA
    Est. Salary $41k-$61k
    9 days ago 9d
    months, possibly temp-hire Immediate hiring for a Client Operations Associate III to work in the banking industry located in San… Flow, and Statement of Change in Net Assets for clients and creation of client PowerPoint presentations for portfolio managers…
  • 3.4
    Bank of America – San Francisco, CA
    1 days ago 21hr
    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
    Chase – Hayward, CA
    Est. Salary $34k-$43k
    4 days ago 4d
    employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary…
  • 3.7
    Morgan Stanley – Walnut Creek, CA
    21 days ago 21d
    Effectively source business prospects and employ client acquisition techniques Consult clients on investment strategies based on their… management firms in the world, with $2 trillion in client assets and over 16,000 Financial Advisors (as of September 2014). Morgan Stanley…
  • 3.4
    Bank of America – Vallejo, CA
    27 days ago 27d
    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
    Bank of America – Brentwood, CA
    5 days ago 5d
    The FSA will triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds… employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing…
  • 2.9
    Bank of the West – San Francisco, CA
    18 days ago 18d
    strategies for client's needs by collecting and analyzing client financial data to determine which products best meet the client's retirement… Provides retirement planning strategies for clients by assessing the client's past, present and future financial needs, objectives…
  • 3.5
    UBS – San Francisco, CA
    Est. Salary $45k-$66k
    14 days ago 14d
    ’ll: –keep management systems up-to-date with client information –educate clients on account services and capabilities –help with… with the preparation of reports and other materials for client meetings –collect the right documentation for opening new accounts…
  • 3.5
    Citi – Oakland, CA
    Est. Salary $42k-$54k
    7 days ago 7d
    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…
  • 3.7
    Morgan Stanley – Walnut Creek, CA
    Est. Salary $45k-$64k
    14 days ago 14d
    Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors… and PowerPoint. Superior interpersonal, organizational and client service skills Experience Industry experience is a plus…
Job Title Location Employer Salary
Registered Client Associate San Francisco, CA Bank of America $49k-$71k
Registered Client Associate - Private Client Group San Francisco, CA Wells Fargo $39k-$62k
CLIENT SERVICES ASSOCIATE (REGISTERED) San Rafael, CA Stifel Nicolaus $37k-$49k
Registered Client Service Associate San Francisco, CA Robert Half Finance & Accounting $35k-$47k
Financial Advisor San Francisco, CA SigFig $36k-$83k
Registered Client Associate - San Francisco, CA San Francisco, CA Bank of America $45k-$70k
Investment Consultant (Financial Advisor/Stock Broker Alternative) San Francisco, CA Fisher Investments $56k-$82k
Financial Solutions Advisor - Series 7 and 66 REQUIRED Vallejo, CA ProEnlist $44k-$74k
Member Solution Specialist (Personal Banker) Dublin, CA Patelco Credit Union $53k-$82k
Registered Client Associate- San Francisco , CA OR Greenwich, CT San Francisco, CA Bank of America $49k-$74k
Senior Financial Advisor San Francisco, CA SigFig $48k-$108k
Investment Counselor (Financial Advisor/Stock Broker Alternative) San Francisco, CA Fisher Investments $82k-$112k
Financial Solutions Advisor-Vallejo Financial Center- REQUIRED Series 7 & 66 (63/65 in lieu of 66)- Vallejo Vallejo, CA Bank of America $45k-$63k
Personal Banker Concord, CA Unify Financial Federal Credit Union $37k-$47k
Investment Associate - Entry Level San Francisco, CA Fisher Investments $72k-$117k
Financial Solutions Advisor - One Powell Street Office REQUIRED Series 7 and 66 (63/65 in lieu of 66) San Francisco, CA Bank of America $48k-$98k
Personal Banker Registered 2 Pleasant Hill, CA Wells Fargo $38k-$48k
Financial Solutions Advisor - Premier - (Series 7 Required) Concord, CA ProEnlist $41k-$97k
Financial Solutions Advisor - One Powell Street Office REQUIRED Series 7 and 66 (63/65 in lieu of 66) San Francisco, CA San Francisco, CA Bank of America $85k-$122k
Personal Banker- Jackson & Amador Hayward, CA JPMorgan Chase & Co. $34k-$42k
Client Service Associate San Francisco, CA RemX $41k-$61k
Financial Solutions Advisor - One Market Plaza San Francisco, CA Bank of America $49k-$97k
Personal Banker Hayward, CA Chase $34k-$43k
Financial Solutions Advisor-Vallejo Financial Center- REQUIRED Series 7 & 66 (63/65 in lieu of 66)- Vallejo, CA Vallejo, CA Bank of America $45k-$63k
Financial Solutions Advisor-Slatten Ranch Financial Center Brentwood, CA Bank of America $46k-$93k
Client Service Associate San Francisco, CA UBS $45k-$66k
Personal Banker - Bilingual- Spanish Preferred - Fruitvale Branch Oakland, CA Citi $42k-$54k
Client Service Associate Walnut Creek, CA Morgan Stanley $45k-$64k
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