77 client advisor jobs at 12 companies in New Mexico

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Work From Home - Client Benefits Advisor
Farmington, New Mexico, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote advisor role working warm leads; self-starter, competitive, coachable, comfortable guiding and educating interested clients. Interviews via Zoom.
Zoom
2mo
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Financial Advisor
Albuquerque, New Mexico, United States
$70k-$150k/yr OnsiteFull Time
MassMutual
MassMutual: Provides life insurance and financial planning services to individuals.
0+ YOEEntry-level financial advisor position seeking relationship-focused, coachable individuals with strong communication and client-service skills.
1w
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Associate Financial Advisor
Albuquerque, New Mexico, United States
$70k-$90k/yr OnsiteFull Time
Wealth Enhancement Group
Wealth Enhancement Group: Comprehensive wealth management and financial planning for individuals.
2+ YOE4-year degree required,2+ years wealth management experience,Series 7 and 66 or Series 65,CFP preferred,ability to prepare client reviews,assist in meetings,and use CRM/advisor technology.
CRM
5d
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Financial Advisor
Albuquerque, New Mexico, 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, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
planning software
3w
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Financial Advisor I / Financial Advisor II
Albuquerque, New Mexico, United States
OnsiteFull Time
Kirtland Credit Union
Kirtland Credit Union: Member-owned financial cooperative providing banking and lending services.
1+ YOE1+ year financial or client-facing experience; life and/or health insurance license; FINRA Series registrations; bachelor’s degree preferred; strong sales, communication, and MS Office skills.
Microsoft Office
1mo
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Associate Wealth Advisor
Albuquerque, New Mexico, United States
OnsiteFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
5+ YOE5+ years industry experience, bachelor’s degree, securities licenses (SIE, Series 7, Series 66), CRM and Microsoft Excel proficiency, strong client relationship and communication skills.
Client Relationship Management (CRM) software, Microsoft Office Suite, Microsoft Excel, Financial planning software, AI tools and agents
1d
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Beauty Advisor - Full Time
Albuquerque, New Mexico, United States
$18-$21/hr OnsiteFull Time
Sephora
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail, hospitality, or client-service experience; excellent communication; beauty and trend interest; product learning ability; teamwork; and ability to lift and carry up to 50 pounds.
2d
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Beauty Advisor - Full Time
Albuquerque, New Mexico, United States
$18-$21/hr OnsiteFull Time
Sephora
Sephora: Global retailer of prestige beauty and personal care products.
Retail, hospitality, or client-focused service experience preferred; requires beauty interest, communication skills, product learning ability, teamwork, reliability, and ability to lift up to 50 pounds.
2w
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Financial Advisor - Albuquerque Metro Area
Albuquerque, New Mexico, United States
OnsiteFull Time
State Employees Credit Union of New Mexico
State Employees Credit Union of New Mexico: Member-owned credit union providing banking and financial services.
2+ YOESeries 7 and 66 required, 2+ years client-facing advisory experience preferred, CFP preferred, valid driver's license, strong communication, Microsoft Office proficiency.
Orion, Salesforce CRM, Microsoft Office
4w
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Associate Financial Advisor - Alamogordo, NM
Alamogordo, New Mexico, United States
OnsiteFull Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
High school diploma required (bachelor's preferred). Series 7 and Series 66 required (may be obtained during study period); FINRA and state insurance licenses required; strong client relationship, regulatory knowledge, and sales skills.
1mo
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Virtual Financial Advisor - PNC Wealth Management
Colorado or Arizona or Nebraska or New Mexico or Utah or Wyoming
$55k/yr HybridFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
2+ YOEBachelor's degree, 2+ years relevant experience, FINRA Series 7 and 66 (or 63/65) and life & health insurance licenses required; strong client prospecting, financial analysis, and relationship skills.
1mo
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Experienced Financial Advisor - Independent Platform, Full Book Portability
Los Lunas, New Mexico, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Providing comprehensive wealth management and financial planning services.
Bachelor's degree 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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Financial Solutions Advisor Registration Candidate - Coors Financial Center
Albuquerque, New Mexico, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEObtain SIE, Series 7 and 66 (63/65 accepted) within required timelines; SAFE registration for mortgage origination; client relationship and sales experience; self-discipline and aptitude for licensing.
2w
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Financial Solutions Advisor Registration Candidate - Country Club Financial Center
Rio Rancho, New Mexico, 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 Series 66 licenses; SAFE Act registration for mortgage originations; client relationship and sales aptitude; time management and adaptability to technology.