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
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.
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.
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - El Paso, TX
El Paso, Texas, United States
OnsiteFull Time
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.
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.
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.
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - El Paso, TX
El Paso, Texas, United States
OnsiteFull Time
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.
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.
Financial Advisor - El Paso, TX - Market 2, Region 92
El Paso, Texas, United States
$45k-$100k/yrOnsiteFull Time
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.
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 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.
Asesor de Proyectos - Transformación de Lamina CD. Juárez
Tlalnepantla de Baz or Tijuana or Ciudad Juárez or Chihuahua
FieldFull Time
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.
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.
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.
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.
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.