8 client advisor jobs at 3 companies in Artesia, NM
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Work From Home - Client Benefits Advisor
Roswell, New Mexico, United States
RemoteRemote
Customer service dedication, strong communication and interpersonal skills, team leadership ability, and commitment to professional growth and work-life balance.
Zoom
1mo
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Experienced Financial Advisor - Independent Platform, Full Book Portability
Roswell, New Mexico, United States
HybridFull Time
Bachelor's degree in finance/accounting required; experience in financial consulting preferred. Strong analytical, communication, and client-relationship skills. Licenses/certifications in financial planning are a plus.
1mo
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Experienced Financial Advisor - Independent Platform, Full Book Portability
Carlsbad, New Mexico, United States
HybridFull Time
Bachelor's degree in finance, accounting, or related field required; experience in financial consulting preferred; strong analytical, communication, and client-relationship skills; financial planning licenses/certifications are a plus.
1mo
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Financial Advisor - New Mexico (Career Changer / New to Industry)
Carlsbad, New Mexico, United States
HybridFull Time
Bachelor's degree in finance/accounting or related field required; financial consulting experience preferred; strong analytical, communication, and client-relationship skills; financial planning licenses/certifications a plus.
1mo
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Financial Advisor - New Mexico (Career Changer / New to Industry)
Roswell, New Mexico, United States
HybridFull Time
Bachelor's degree in finance/accounting or related field required; financial consulting experience preferred. Strong analytical, communication, and client-relationship skills. Financial planning licenses/certifications are a plus.
1mo
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Part Time Branch Office Administrator - Artesia, NM
Artesia, New Mexico, United States
OnsitePart Time
Provide administrative support to financial advisors, manage client accounts, deliver client service, perform administrative and operational tasks, and use firm technology (MoneyGuide, Salesforce, Microsoft Office).
MoneyGuide, Salesforce, Microsoft Office
1mo
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Career-Transition Partnership - For Advisors Approaching Reduced Production
Roswell, New Mexico, United States
HybridFull Time
Bachelor's degree in finance/accounting required; experience in financial consulting preferred. Strong analytical, communication, and client-relationship skills; licenses/certifications in financial planning a plus.
1mo
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Career-Transition Partnership - For Advisors Approaching Reduced Production
Carlsbad, New Mexico, United States
HybridFull Time
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 a plus.