17 client advisor jobs at 10 companies in Las Cruces, NM

18h
Save
Mark Applied
Hide
Work From Home - Client Benefits Advisor
Las Cruces, New Mexico, United States
RemoteRemote
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Seeking competitive self-starters willing to be coached, guide interested clients, educate them, and help them move forward. No cold outreach; hourly pay is not guaranteed.
Zoom
3d
Save
Mark Applied
Hide
J.P. Morgan Wealth Management – Private Client Advisor – El Paso, TX
El Paso or El Paso or El Paso
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOERequires 2+ years of financial advising or equivalent experience, client acquisition and relationship management success, goals-based planning skills, Series 7, Series 66 or 63/65, and life, health, and long-term care insurance licenses.
digital technology
1mo
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
Financial Advisor
El Paso, Texas, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, client-facing or relationship-building success, strong communication, time management, critical thinking, motivation, and legal US work authorization without sponsorship.
proprietary planning software
2d
Save
Mark Applied
Hide
Beauty Advisor - Part Time
El Paso, Texas, United States
$17-$19/hr OnsitePart Time
Sephora
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail, hospitality, or client-focused service experience; strong communication, product-learning, teamwork, reliability, and ability to lift up to 50 pounds.
3d
Save
Mark Applied
Hide
Beauty Advisor - Part Time
El Paso, Texas, United States
$17-$19/hr OnsitePart Time
Sephora
Sephora: Global retailer of prestige beauty and personal care products.
Retail, hospitality, or client-focused service experience; strong communication and interpersonal skills; product-learning ability; teamwork; and ability to lift and carry up to 50 pounds.
2w
Save
Mark Applied
Hide
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.
1mo
Save
Mark Applied
Hide
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.
1mo
Save
Mark Applied
Hide
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.
2w
Save
Mark Applied
Hide
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.
1mo
Save
Mark Applied
Hide
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.
1mo
Save
Mark Applied
Hide
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.
1mo
Save
Mark Applied
Hide
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.
3mo
Save
Mark Applied
Hide
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.
3mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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.