Financial Solutions Advisor I - Licensing & Client Advisory
Bank of America
Bank of America is seeking a Financial Solutions Advisor Stage I in Albuquerque, NM. The role focuses on obtaining Securities Industry licenses and developing client relationships through a consultative approach. With a culture emphasizing collaboration and development, successful candidates will receive training to help them provide comprehensive financial solutions. This position requires a high school diploma and self-discipline in achieving industry certifications. Join Bank of America and build a rewarding career in financial services while contributing to client success. #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Solutions Advisor I - Licensing & Client Advisory in Albuquerque, NM vacancy
- ...purpose to help make financial lives better through the... ...delivering for our clients, teammates, communities... ...advice and customized solutions to clients to help them... ...by completing required licenses and trainings. This... ...insurance licenses. Skills Advisory Account Management...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift
- ...purpose to help make financial lives better through... ...and delivering for our clients, teammates,... ...us! As a Financial Solutions Advisor Stage I (FSA I), your... ...Securities Industry licenses, where you receive dedicated... ...Branding Client Solutions Advisory Investment...SuggestedWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$167k - $202k
...Becoming an Investment Advisor Representative (IAR) with Farm Bureau Financial Services opens the door... ...tools to help support your client/members as they make... ...financial planning solutions. • Assist clients with... ...training programs to expand advisory expertise and industry...SuggestedWork at officeFarm Bureau Financial Services
Albuquerque, NM4 days ago- ...providing expert financial advice with heart.... ...your state insurance licenses (life, health &... ...Thrivent’s comprehensive advisor onboarding program... ...and connect clients to Thrivent products... ...and investment advisory services are provided... ...expert financial solutions, serving more than...SuggestedLocal area
Thrivent Financial
Albuquerque, NM2 days ago $50k
...Join a financial services firm where your contributions are... ...first. With over 9 million clients and 20,000 financial advisors across the U.S. and... ...maintain registrations and licenses in good standing. A firm... ...information seeking the right solutions for clients...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
Albuquerque, NM4 days ago- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive... ...financial principles and a client-first philosophy. We inspire... ...Training and licensing support: ~ First Command... ..., FINRA ), First Command Advisory Services, Inc., First Command...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command Financial Services
Albuquerque, NM3 days ago - ...is the fastest-growing financial services firm in the... ...fostering meaningful client relationships and delivering... ...innovative financial solutions tailored to each... ...and aspirations. Our advisors focus on building lifelong... ...Professional development Licensing support Business...Contract workFor contractorsWork at officeImmediate start
MassMutual New Mexico
Albuquerque, NM13 hours ago $10k - $49.99k
...NM · Gallup, NM Location: Financial Advisor Trainee Albuquerque · Insurance... ...sponsorship for required licensing — a business‑to‑business affiliation... ...75 years of history helping clients navigate life's financial... ...; securities and investment advisory services through Equity...Contract workFor contractorsTraineeshipSelf employmentWork at officeLocal areaRelocationFlexible hours$50k - $80k
Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning... ...clientele and find financial solutions with help from industry‑leading training... ...will have: Active Life & Health licenses and securities licensing or the ability...Work at officeFlexible hours- ...company’s success. As a Financial Advisor within PNC Wealth Management... ...strategy focused on helping clients meet their savings, investing... ...you in creating personalized solutions on behalf of you and your... ...Required Certification(s) Licenses FINRA Series 7 and 66 (or...Full timeTemporary workPart timeWork experience placementWork at office
PNC Financial Services Group
Albuquerque, NM13 hours ago $41.71k - $50k
A prominent financial institution is looking for a part-time position in Albuquerque, New Mexico, where the candidate will deliver... .... The role emphasizes guiding customers in financial solutions, conducting client conversations, and meeting their banking needs. Ideal...Part time- ...Description Position Purpose: The Client Financial Coordinator serves as the first on-site... ...and taking responsibility for seeking solutions to problems. The Client Financial Coordinator... ...Maintain a current insurable driver’s license POSITION PURPOSE The Client...Work at officeImmediate startNight shift
Turning Point Recovery Center
Albuquerque, NM15 days ago - ...opportunity LPL Financial partners with credit unions... ...to credit union clients. This employment opportunity... ...Union as a Financial Advisor associated with LPL... ...Credit Union for financial solutions. This position will... ...required Insurance license required Three or...Local area
LPL Financial Holdings, Inc.
Albuquerque, NM4 days ago - ...Financial Advisor LPL Financial partners with credit unions to offer a... ...financial services to credit union clients. This employment opportunity... ...Credit Union for financial solutions. This position will offer:... ...3/65) required Insurance license required Three or more...Local area
LPL Financial LLC
Albuquerque, NM13 hours ago $20 - $23 per hour
...Client Relationship Consultant At U.S. Bank, we're on a journey... ...to make better and smarter financial decisions and enabling the communities... ...services, and recommending solutions based on each customer's... ...requires National Mortgage Licensing System (NMLS) registration under...Temporary workU.S. Bank
Albuquerque, NM3 days ago$20 - $23 per hour
...Client Relationship Consultant At U.S. Bank, we're on a journey... ...to make better and smarter financial decisions and enabling the communities... ...services, and recommending solutions based on each customer's... ...requires National Mortgage Licensing System (NMLS) registration under...Temporary workU.S. Bancorp
Albuquerque, NM2 days ago$20 - $23 per hour
...serve to make better and smarter financial decisions and enabling the... ...Day One. Job Description Client Relationship Consultants build... ...and services, and recommending solutions based on each customer’s... ...position requires National Mortgage Licensing System (NMLS) registration...Temporary workLocal area- Alternate Titles Financial Advisor Retirement Transition · Sell Your Book... ...States (nationwide; in-person client continuity preferred in the... ...; securities and investment advisory services through Equity Services... .... If you want to remain licensed and work a handful of longtime...Full timeLocal areaFlexible hours
- ...Financial Advisor Our client is one of the top lending institutions in the USA. Over the past 8 years... ...training, and developing a team of licensed retail bankers. May handle large book... ...on investment strategies and product solutions. Conduct solo and joint appointments...
Professions
Albuquerque, NM2 days ago - A wealth management firm is seeking an Associate Financial Advisor to join their team in Albuquerque, New Mexico. In this role, you will assist Financial Advisors in managing client relationships and provide exceptional service. The ideal candidate has a 4-year degree...
- Wealth Enhancement Group, LLC in Albuquerque, NM is seeking an Associate Financial Advisor to manage client relationships and assist in preparing financial plans. The position requires a 4-year degree and at least 2 years in wealth management. With a focus on delivering...
$75k - $100k
...enriching the lives of our clients. We continually seek to... ...craft of personalized financial planning with our team-... ...an Associate Financial Advisor . As an AFA, you will work as part of an advisory team, and on behalf of... ...5 (RIA Only) Insurance Licenses Ability to prepare...Full timeTemporary workFlexible hours- ...Relationship Banker in Albuquerque, NM. In this role, you'll represent our brand, offering excellent service and financial solutions. Responsibilities include meeting clients, understanding their needs, and managing branch operations while adhering to all bank policies....
- ...Relationship Banker in Albuquerque, NM, to provide exceptional client service while managing banking solutions. You will engage with clients to build lasting relationships and assist them with their financial needs. Candidates should have a sales background and excellent...
- ...and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the... ...with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship... ...63 or 66 if required) and Life licenses are required - or must be...Immediate startAfternoon shift
$50k - $80k
...Wealth Management Advisor Working at Kirtland CU is more than... ...it's a career, and one in the financial world! We pride ourselves on... ...preferred. Life/Health Insurance License required. FINRA... ...include: Mutual Funds, ETFs, Advisory Accounts, General Brokerage,...Full timeTemporary workLocal areaKirtland Credit Union
Albuquerque, NM13 hours ago- ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients... ...relationship with their advisory team committed to their... ...executing highly customized solutions to meet client needs... ...(63 & 65 in lieu of 66) licenses Minimum of one year experience...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$80k - $100k
...exclusive features. A fulfilling career as a Financial Advisor awaits you in Albuquerque. In this role, you’ll empower clients to take control of their financial futures—... ...Access a full suite of insurance and investment solutions through New York Life and Eagle Strategies....Full timeFlexible hours- Nusenda Credit Union in Albuquerque, NM is seeking a Full-Time Financial Consultant for the Paseo del Norte Branch. The role requires 37-40 hours per week availability from Monday to Saturday, focusing on assisting members with their financial needs through a consultative...Full time
- A prominent financial services firm in Albuquerque seeks Financial Advisors to build client bases and provide personalized financial planning. Candidates should have active Life & Health licenses and a desire for growth. This role offers award-winning training, flexible...Work at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Solutions Advisor I - Licensing & Client Advisory. Be the first to apply!
Related searches
- finance associate Albuquerque, NM
- financial advisor development program Albuquerque, NM
- financial planning administrator Albuquerque, NM
- financial planning assistant Albuquerque, NM
- financial associate Albuquerque, NM
- estate planning consultant Albuquerque, NM
- financial consultant Albuquerque, NM
- jde finance consultant Albuquerque, NM
- associate corporate finance Albuquerque, NM
- financial counselor Albuquerque, NM