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: 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.
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.
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.
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.
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
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.
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.
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.
Colorado or Arizona or Nebraska or New Mexico or Utah or Wyoming
$55k/yrHybridFull Time
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.
Bachelor's degree required; experience in financial consulting preferred. Strong analytical, communication, and client relationship skills. Licenses/certifications in financial planning are a plus.
Financial Solutions Advisor Registration Candidate - Coors Financial Center
Albuquerque, New Mexico, United States
OnsiteFull Time
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.
Financial Solutions Advisor Registration Candidate - Country Club Financial Center
Rio Rancho, New Mexico, United States
OnsiteFull Time
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.