Investment & Financial Planning Advisor
Bank of America ATM
A national financial institution seeks a Financial Advisor to assist clients in achieving their financial goals. Responsibilities include creating financial plans, recommending investment strategies, and managing client relationships. The ideal candidate will hold relevant licenses and have experience in the financial services industry. The role offers a structured work schedule with 40 hours per week, adhering to regulatory standards, and supporting client success. #J-18808-Ljbffr Bank of America
$50k - $80k
...Wealth Management Advisor Working at Kirtland CU is more than a job-it's a career, and one in the financial world! We pride ourselves on helping our employees learn, grow... ...professional performance of financial planning, investment/insurance functions, and marketing...SuggestedFull timeTemporary workLocal area- ...Make an impact providing expert financial advice with heart. Thrivent... ...at the center of saving and investing. Here, you’ll make an impact... ...complete Thrivent’s comprehensive advisor onboarding program. After... ...revenue streams, and dedicated planning fees for those who qualify....SuggestedLocal area
$10k - $49.99k
...Alamogordo, NM · Gallup, NM Location: Financial Advisor Trainee Albuquerque · Insurance Agent... ...own health insurance, retirement planning, and self-employment taxes.... ...Life Group (A+ AM Best); securities and investment advisory services through Equity Services...SuggestedContract workFor contractorsTraineeshipSelf employmentWork at officeLocal areaRelocationFlexible hours$50k
...Join a financial services firm where your contributions are valued.... ...clients and 20,000 financial advisors across the U.S. and Canada, we... ...S. and Canada than any other investment firm, serving over eight million... ...adjust the branch business plan to increase branch...SuggestedWork at officeWork from homeHome officeFlexible hours- ...Alternate titles: Financial Advisor Retirement Transition · Sell Your Book of Business · Financial... ...Marketing, CPA Alliances, Advanced Planning . We are expanding across Arizona.... ...Group (A+ AM Best); securities and investment advisory services through Equity Services...SuggestedFull timeLocal areaFlexible hours
- ...career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete... ...in Albuquerque, NM would allow you to join the Investment Program at Kirtland Credit Union as a Financial Advisor associated with LPL Financial. Under this model...Local area
$10k - $49.99k
...Alternate titles: Military-to-Civilian Financial Advisor · Veteran Financial Services Career ·... ...own health insurance, retirement planning, and self-employment taxes. WealthBridge... ...Life Group (A+ AM Best); securities and investment advisory services through Equity...Civilian ContractorContract workFor contractorsSelf employmentWork at officeLocal areaRelocationFlexible hours- ...Financial Advisor LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This... ...Credit Union in Albuquerque, NM would allow you to join the Investment Program at Kirtland Credit Union as a Financial Advisor...Local area
- ...Merrill Advisor Development Program - Financial Advisor: Desert Mountain Market Albuquerque, New Mexico;El... ...comprehensive wealth management and investment products and services for individuals... ...based wealth management, including planning for retirement, education, legacy,...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... .... Access a full suite of insurance and investment solutions through New York Life and... .... Compensation: $80,000 - $100,000 at plan yearly Details Seniority level : Entry...Full timeFlexible hours$10k - $49.99k
Alternate Titles Senior Financial Advisor New Mexico • Wealth Advisor Albuquerque • Santa Fe •... ...Digital Marketing, CPA Alliances, Advanced Planning . We are expanding across Arizona.... ...Group (A+ AM Best); securities and investment advisory services through Equity Services...Full timeContract workFor contractorsSelf employmentSeasonal workWork at officeLocal areaRelocationFlexible hours- ...this client in the hiring of 250+ experienced Financial Advisors to their platform. Here are a few highlights: The average investment revenue of our placed candidates over the... ...serving the clients' best interests. Plan and conduct individual and group coaching sessions...
- ...comprehensive wealth management and investment products and services for... ...based wealth management, including planning for retirement, education, legacy,... ...guidance. Role Specifics As a Merrill Advisor Development Program - Financial Advisor, you will work with high‑net...Interim roleImmediate startShift workDay shift
$75k - $100k
...to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi... ...provide unique financial plans and investment management services to over 80,000 households... ...for an Associate Financial Advisor . As an AFA, you will work as part of...Full timeTemporary workFlexible hours- ...contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will be based... ...Management advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial...Full timeTemporary workPart timeWork experience placementWork at office
$167k - $202k
...Becoming an Investment Advisor Representative (IAR) with Farm Bureau Financial Services opens the door to opportunities. You’ll have flexibility and high earning... ...and Moneyguide Pro for state-of-the-art financial planning • Support teams and coaches to answer questions...Work at office- ...Financial Services Consultant 1 The Financial Services Consultant 1 contributes to credit union growth and member financial well-being... ...needs (including mortgage, advanced business accounts, and investments) to experienced consultants or specialists. Work toward individual...Work at officeFlexible hoursAfternoon shift
$83.81k - $131.55k
.... As a fiduciary, we deliver financial outcomes for our clients through... ...and personalized financial plans that turn goals into reality... ...focus. As the Sr. Wealth Advisor , you will lead a highly integrated... ...planning, insurance, investment, and estate planning advice to...Local areaFlexible hours- ...Financial Consultant Nusenda Credit Union is dedicated to excellent member service, care for our community, and being a great place... ...part of our culture and values. As an employer of choice, we invest in people and their careers. Our competitive employee benefits...Full timeLocal area
- ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position... ...expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial...
$105k - $150k
...About the job Senior Financial Consultant Job Title: Senior... ...Consulting Organization: Ulrich Investment Consultants Location:... ...a SEC-registered investment advisor and provides fiduciary investment... ...consulting and strategic planning services, which includes policy...Contract workTemporary workWork at office- ...eligible for bonus or incentive opportunities. Investment Professionals' Compensation | Charles... ...commitment to helping clients own their financial futures. In this exciting role, you'll... ...with wealth management and financial planning advice. Over time, you'll grow your practice...
- Charles Schwab is seeking a Financial Consultant in Albuquerque, New Mexico. In this exciting... ..., you will guide clients in financial planning and wealth management by building strong... ...with clients and enhancing their investment experiences. We offer a competitive benefits...
- J.P. Morgan Chase is hiring a Private Client Advisor in Albuquerque, New Mexico, to deliver personalized investment solutions and comprehensive financial planning. The role requires at least 2 years of experience and licenses in Series 7 and Series 66. Strong relationship...
- Bank of America is hiring a Financial Advisor in Albuquerque, NM. In this role, you will work with high-net-worth clients to identify needs and provide comprehensive investment advice while being mentored by experienced teams. The ideal candidate holds Series7 & 66 licenses...
- A leading financial institution is seeking a Financial Advisor in Albuquerque, NM. This role involves consulting on investment strategies, developing financial plans, and enhancing customer relationships. The ideal candidate should possess a bachelor’s degree and relevant...
$41.71k - $65k
...provides advice and guidance regarding financial solutions that are in the best interests... ...service needs (e.g. everyday banking, retail investments, lending solutions, home financing (... ...life insurance, and retirement savings plans. To view more details of our benefits, please...Contract workPart timeLocal areaImmediate startDay shift- ...Salary Range: Not Available Application Deadline: 04/17/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities,... ...Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of...Local area
- ...Bilingual Financial Customer Associate Do you genuinely enjoy making a difference in the... ...provide education or resources. We commit to investing in you by strengthening your skills,... ...sophisticated calls related to our clients 401K plans. In the subsequent months, you will...Hourly payFull timeWork at officeWork from homeMonday to FridayShift work
$55.52k - $69.4k
...close on Wednesday, June 3, 2026. The Financial Analyst I position pays between $55,520... ...business projections, budget forecast, capital investment evaluation, and other corporate... ...used for corporate strategic and financial planning. Review, update, and maintain the model’...Work at officeWeekend work
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