17 client advisor jobs at 10 companies in Las Cruces, NM
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Work From Home - Client Benefits Advisor
Las Cruces, New Mexico, United States
RemoteRemote
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.
J.P. Morgan Wealth Management – Private Client Advisor – El Paso, TX
El Paso or El Paso or El Paso
OnsiteFull Time
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.
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, 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.
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.
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.
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 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.