16 client advisor jobs at 9 companies in Anthony, NM

1mo
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Client Services Associate
El Paso or Dallas
OnsiteFull Time
Level Four
Level Four: Provides integrated wealth management, financial planning, and insurance services.
5+ YOE5+ years supporting financial advisors, 2+ years onboarding with custodians, bachelor’s/associate degree or equivalent experience, strong Microsoft Office skills, CRM familiarity, excellent communication and organization.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Salesforce
3w
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Financial Advisor
El Paso, Texas, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance and wealth management services to individuals.
Bachelor's degree, entrepreneurial and client-building experience, legal US work authorization, obtain SIE, Series 6,7,63 and Life/Accident & Health credentials; CFP support available.
4d
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Beauty Advisor - Flex
El Paso, Texas, United States
$17-$19/hr OnsiteFull Time, Part Time
Sephora
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail or client-facing experience, passion for beauty, strong communication, ability to lift up to 50 lbs, available for nights/weekends/holidays.
5d
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Beauty Advisor - Flex
El Paso, Texas, United States
$17-$19/hr OnsiteFull Time, Part Time
Sephora
Sephora: Global retailer of prestige beauty and personal care products.
Provide personalized consultations, meet sales goals, lift up to 50 lbs, retail or client-facing experience preferred, strong communication and teamwork skills, availability for peak hours including nights, weekends and holidays.
6d
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Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - El Paso, TX
El Paso, Texas, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOEObtain SIE, Series 7 and 66 licenses; sales aptitude; client relationship and time management skills; bachelor’s degree or 1+ year financial services/sales experience preferred.
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Experienced Financial Advisor - Independent Platform, Full Book Portability
Las Cruces, New Mexico, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Providing comprehensive wealth management and financial planning services.
Bachelor's degree in finance/accounting required; experience in financial consulting preferred. Strong analytical, problem-solving, and client communication skills. Financial planning licenses/certifications are a plus.
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Financial Advisor - Veteran Transition Program (Arizona & New Mexico)
Las Cruces, New Mexico, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Providing comprehensive wealth management and financial planning services.
Bachelor's degree in finance, accounting, or related field required; experience in financial consulting preferred; strong analytical, communication, and client-relationship skills; financial planning certifications a plus.
5d
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Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - El Paso, TX
El Paso, Texas, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
Obtain SIE, Series 7 and Series 66 within required timeframes; sales orientation, client relationship building, regulatory due diligence; SAFE Act registration required for mortgage origination.
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Financial Advisor - New Mexico (Career Changer / New to Industry)
Las Cruces, New Mexico, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Providing comprehensive wealth management and financial planning services.
Bachelor's degree in finance/accounting required; experience in financial consulting preferred. Strong analytical, communication, and client relationship skills. Licenses or certifications in financial planning are a plus.
3w
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Financial Advisor - El Paso, TX - Market 2, Region 92
El Paso, Texas, United States
$45k-$100k/yr OnsiteFull Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
Ability to build client relationships, obtain required securities and insurance registrations (SIE, Series 7, Series 66), and complete paid training; bachelor’s degree preferred or equivalent experience.
1mo
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Financial Solutions Advisor - New Mexico/El Paso Markets
Albuquerque or Las Cruces or El Paso or Rio Rancho or Santa Fe or Farmington
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEProvide financial advice, triage client leads, build financial plans, recommend brokerage products; must hold Series 7 and Series 66/63/65 and complete SAFE Act registration; 1 year investment/financial services experience.
4w
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Asesor de Proyectos - Transformación de Lamina CD. Juárez
Tlalnepantla de Baz or Tijuana or Ciudad Juárez or Chihuahua
FieldFull Time
Grupo Hi-Tec
Grupo Hi-Tec: Distributor of CNC machine tools and industrial manufacturing solutions.
Experience selling sheet metal transformation machinery, technical knowledge of sheet metal technology, intermediate English, ability to advise clients, travel or relocate availability, preferred engineering background.
2mo
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BANAMEX Asesor Previsional Afore
Ciudad Juarez, Chihuahua, Mexico
OnsiteFull Time, Internship
Citi
CitiNYSE: C: Global diversified financial services holding.
1+ YOEGPA ≥ 3.3, strong analytical and communication skills, client prospecting and consultative sales experience preferred; graduating with a bachelor’s or equivalent experience; minimum 1 year consultative sales experience desirable; risk and compliance awareness.
2mo
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BANAMEX Asesor Previsional Afore
Ciudad Juarez, Chihuahua, Mexico
FieldFull Time
Citi
CitiNYSE: C: Providing global banking, investment, and wealth management services.
0+ YOEEntry-level role for students or early-career candidates to prospect and advise clients on Afore/retirement products; GPA ≥3.3, analytical and communication skills; options for high school graduates with experience, university students/graduates in business/economics/engineering.
1mo
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Career-Transition Partnership - For Advisors Approaching Reduced Production
Las Cruces, New Mexico, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Providing comprehensive wealth management and financial planning services.
Bachelor's degree in finance/accounting required; experience in financial consulting preferred. Strong analytical, communication, and client-relationship skills. Financial planning licenses or certifications are a plus.
1mo
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Career-Transition Partnership - For Advisors Approaching Reduced Production
Las Cruces, New Mexico, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Providing comprehensive wealth management and financial planning services.
Bachelor's degree in finance/accounting or related, experience in financial consulting preferred, strong analytical and communication skills, ability to build client relationships; financial planning licenses/certifications are a plus.