• Registered Branch Associate

    Edward Jones (Bedford, NH)
    …are highly visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous ... making an impact to change lives. You and your financial advisor will complement each other to...associate , you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA… more
    Edward Jones (07/24/25)
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  • Associate Director of Student Engagement

    University of Colorado (Colorado Springs, CO)
    … reporting and compliance. + **Advising and Support:** Serve as a primary advisor to student organizations, offering guidance and training on leadership ... Associate Director of Student Engagement - 37050 University...dental, vision plans, and competitive prescription drug prices. + Financial & Retirement Benefits: Take advantage of our health… more
    University of Colorado (06/21/25)
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  • Senior Registered Client Service Associate

    Raymond James Financial, Inc. (Fort Worth, TX)
    …including setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking ... Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative...of Financial Advisor expenses. + Creates reports to… more
    Raymond James Financial, Inc. (07/24/25)
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  • Registered Client Service Associate

    Raymond James Financial, Inc. (San Francisco, CA)
    …including setup and maintenance. * May participate in live meetings with the Financial Advisor and their respective client(s). * Manages budgeting and tracking ... Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative...of Financial Advisor expenses. * Creates reports to… more
    Raymond James Financial, Inc. (06/03/25)
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  • Sr. Registered Client Service Associate…

    Raymond James Financial, Inc. (Greenville, SC)
    …including setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking ... Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative...of Financial Advisor expenses. + Creates reports to… more
    Raymond James Financial, Inc. (07/08/25)
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  • Centralized Brokerage Client Service…

    Truist (Tampa, FL)
    …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to...functions. 1. Bachelor's degree or equivalent experience and related training . 2. Experience in the securities industry and/or a… more
    Truist (07/15/25)
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  • Brokerage Client Service Associate

    Truist (Charlottesville, VA)
    …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. JOB SUMMARY Responsible for the general servicing ... and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is… more
    Truist (06/10/25)
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  • Client Associate

    Wells Fargo (Aventura, FL)
    …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) colleagues with service and operational related ... **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of...via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account… more
    Wells Fargo (07/23/25)
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  • Client Associate

    Wells Fargo (San Diego, CA)
    …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) colleagues with service and operational related ... **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of...via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account… more
    Wells Fargo (07/23/25)
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  • Senior Registered Client Associate

    Wells Fargo (Bellevue, WA)
    …. **In this role you will:** + Assist Profit Formula (PF) Financial Advisor (s) with sales, service, and operational related activities such ... role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of...direct interaction and/or written correspondence + Facilitate Profit Formula Financial Advisor and client requests for account… more
    Wells Fargo (07/23/25)
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