Financial Consultant
Nusenda Credit Union
Nusenda Credit Union is dedicated to excellent member service, care for our community, and being a great place to work. We strive to make a positive difference in the lives of our members and the communities we serve to help them achieve their financial goals. Diversity, equity, and inclusion are part of our culture and values. As an employer of choice, we invest in people and their careers. Our competitive employee benefits include several health and wellness options, competitive 401(k) matching contributions, professional development, and tuition assistance and more! Thank you for your interest in joining the Nusenda team! We are currently seeking a Full-Time Financial Consultant to join our Journal Center Branch who can work 37-40 hours per week , with open availability Monday-Friday . As a Financial Consultant, you will be a trusted financial resource to existing and potential members by utilizing a consultative approach to evaluate, educate and fulfill members’ financial needs. You will show adaptability and knowledge regarding all functions and processes of both the teller and platform operations. You will identify opportunity to refer members to business services, mortgage services, home equity lending, and investment services as needed. What You’ll Do Assist members with their financial needs through a consultative needs-based approach. Identify and educate members on value-added products/services to meet individual needs to include opening and closing accounts/memberships, consumer loans (excluding home loan products), and answering questions about products and services. Refer members to specialized departments, as needed. Support the Teller line, as needed. Handle problem resolution with your authority level. Process transactions in accordance with established policies, procedures, laws and regulations, and with a high degree of accuracy. What You’ll Need Three to five years of similar or related experience High School Diploma or GED Key Skills And Experience Knowledge of Teller and Platform Operations. Ability to provide exceptional service. Accuracy in numbers, procedural detail, processing, and balancing negotiable instruments. Must be able to handle multiple responsibilities, meet deadlines, deal with sensitive information and handle problem resolution. Effectively communicate with internal and external customers appropriately via in person, email, etc. Nusenda Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. #J-18808-Ljbffr Nusenda Credit Union
$72.8k - $130k
...serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together. The Financial Consultant will support the OptumCare Arizona/New Mexico Financial Reporting and RBE team by leading forecasting, planning, performance...SuggestedMinimum wageFull timeWork experience placementLive inWork at officeLocal areaRemote workMonday to FridayShift work1 day per week$41.6k - $45.76k
...Description Summary The Financial Services Consultant 2 applies working knowledge of branch tools, products, and processes to meet a steady workload and serve members with minimal supervision. This role contributes to credit union growth and member financial well-being...SuggestedFull timeWork at officeFlexible hoursAfternoon shift- ...Select how often (in days) to receive an alert: Areas of Interest: Financial Advisor; Brokerage Services; Investment Sales; Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 10/15/2026 BOK Financial Corporation Group includes BOKF, NA...SuggestedTemporary workWork at officeLocal areaImmediate start
$50k - $80k
Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry‑leading training, mentors, and products. Base pay range $...SuggestedWork at officeFlexible hours$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedFull timeContract workFor contractorsWork at office$80k - $100k
Overview Be among the first 25 applicants. Get AI-powered advice on this job and more 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—while creating...Full timeFlexible hours- ...About MassMutual New Mexico MassMutual New Mexico is the fastest-growing financial services firm in the state, built on a vision of igniting purpose, enriching lives, and creating prosperity. We are committed to fostering meaningful client relationships and...Full timeContract workFor contractorsWork at officeImmediate start
$90k - $110k
...Paraplanner Location: Albuquerque, NM Salary: $90,000 to $110,000 Status: Full-time; on site We are a holistic financial planning practice with a collaborative, passionate culture built on life planning. Every plan we build starts by truly understanding our...Full timeWork at office- ...opportunity to contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will be based in... ...participate in STEM OPT for this position. Job Description Consults on investment and insurance strategies, as well as the...Full timeTemporary workPart timeWork experience placementWork at office
$1,000 per month
...College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...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 management...
$41.71k - $65k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ...phones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a...Part timeLocal areaImmediate startDay shift$44.69k - $65.74k
...and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy. UMB’s branches offer many opportunities to...Local areaFlexible hoursAfternoon shift- At least 18 years of age High school diploma, high school equivalency or currently attending high school Ability to communicate clearly and professionally in both Spanish and English Six months of work experience in a retail or customer service environment preferred Must...Work experience placementWork at officeFlexible hoursAfternoon shift
- ...Bank Of America Job Opportunity At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders...Work at officeFlexible hoursShift workWeekend workDay shift
- ...applying for any new position.** Acknowledge ( **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...Work at officeFlexible hoursShift workWeekend workDay shift
- Job Summary Clients are our main priority at Prevender Financial Services, and we are committed to personalized service. As we evolve, we are seeking an Associate Wealth Advisor who shares our vision and values. This impactful role will represent our firm with strong client...For contractorsWork at office
- ...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You... ...and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust...Immediate startAfternoon shift
- ...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You... ...and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust...Afternoon shift
$30k - $160k
...focused insurance agency committed to helping families secure their financial future while empowering agents to build meaningful, lucrative... ...take ownership of their future. Core Responsibilities: Consult with potential and current clients to secure life insurance...Full timePart timeFor contractors$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours- ...of the top lending institutions in the USA. Over the past 8 years, we have assisted 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 past 8...
$83.81k - $131.55k
...Banker as assigned. Additionally, will partner with wealth management, retail, commercial banking & other lines of business to provide financial solutions across the UMB footprint through an exclusive delivery model. Duties will include: Call on prospective and...Work at officeLocal areaFlexible hours- ...marketing and advertising agency seeking an experienced, detail-oriented Bookkeeper & Finance Administrator to oversee the day-to-day financial operations of our business. This role is ideal for someone who enjoys working independently, has strong organizational skills, and...Hourly payPart timeFor contractorsWork at officeRemote work10 hours per weekFlexible hours1 day per week
- ...Major Duties (Job Description) ~ The Senior Advisor for Financial Strategy and Policies reports to the Deputy Chief Financial Officer... ...program/project accomplishment: Identifying, diagnosing, and consulting on problem areas related to implementation and goal achievement...Full timeWork at officeImmediate start
$167k - $202k
...Job Description Job Description Becoming an Investment Advisor Representative (IAR) with Farm Bureau Financial Services opens the door to opportunities. You’ll have flexibility and high earning potential with the support of a long-standing and trusted company....Work at office- ...development of risk assessments, policies, procedures, controls, and reporting mechanisms designed to identify and mitigate operational, financial, regulatory, and reputational risks. Provides oversight of the Credit Union’s compliance and regulatory programs, ensuring...Ongoing contractFull timeWork at office
$17 - $19 per hour
The Financial Services Representative (FSR) is responsible for driving loan sales, managing past-due accounts, preparing tax returns, and working directly with customers to meet financial needs. This role requires daily outbound calling, including high-volume collection...Hourly payWork at officeLocal areaShift work$150k
...contribute directly to a fast-growing organization in an essential industry. The ideal candidate brings a strong sales track record, a consultative approach, and the drive to turn opportunities into long-term customer relationships. Responsibilities Build, manage, and...For contractorsWork at officeImmediate start- ...Kirtland Credit Union, we're committed to helping our employees build rewarding and meaningful careers. As one of New Mexico's leading financial institutions, we foster a culture of collaboration, professional growth, innovation, and service excellence. We believe our...Full timeTemporary workLocal areaFlexible hours
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