Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Financial Consultant: Wealth Planning & Growth

Charles Schwab

Charles Schwab is seeking a Financial Consultant in Albuquerque, New Mexico. In this exciting role, you will guide clients in financial planning and wealth management by building strong relationships based on trust. You will manage a practice of existing clients while growing your practice through networking and referrals. The ideal candidate will have a valid FINRA Series 7 license and be working towards FINRA Series 66, with a passion for engaging with clients and enhancing their investment experiences. We offer a competitive benefits package and opportunities for continuous learning and professional development. #J-18808-Ljbffr Charles Schwab

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Financial Consultant: Wealth Planning & Growth in Albuquerque, NM vacancy
  • A financial services firm in Albuquerque is seeking a Sr. Wealth Advisor to lead comprehensive wealth management services. In this hybrid role, you will collaborate with a team to deliver personalized financial advice that aligns with client goals. The ideal candidate... 
    Senior

    UMB Bank

    Albuquerque, NM
    4 days ago
  • $69.23k - $149k

    A leading financial institution in Albuquerque, NM, is seeking an experienced Sr. Wealth Advisor to lead a team in delivering personalized wealth management services. This hybrid role involves collaborating with various professionals to address client objectives, proactively... 
    Senior

    UMB Bank

    Albuquerque, NM
    1 day ago
  • A financial services firm is seeking a Wealth Manager in Albuquerque, NM, responsible for developing strategies for clients' financial needs. This includes...  ...Office tools is required, with a preference for additional graduate qualifications. #J-18808-Ljbffr Creative Planning
    Senior

    Creative Planning

    Albuquerque, NM
    4 days ago
  • $105k - $150k

     ...About the job Senior Financial Consultant Job Title: Senior Financial Consultant - Native American...  .... Ulrich has realized consistent growth through innovative practices,...  ...investment financial consulting and strategic planning services, which includes policy and... 
    Senior
    Contract work
    Temporary work
    Work at office

    Valliant Consulting Group

    Albuquerque, NM
    4 days ago
  • $83.81k - $131.55k

     ...Sr. Wealth Advisor The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We collaborate...  ...and personalized financial plans that turn goals into reality and provides... 
    Senior
    Local area
    Flexible hours

    UMB

    Albuquerque, NM
    1 day ago
  • $69.23k - $149k

    A financial services organization in Albuquerque seeks a Sr. Wealth Advisor to lead a team in delivering comprehensive wealth management advice to clients. The role involves developing wealth strategies, managing a client pipeline, and providing various financial services... 
    Senior

    UMB Financial Corporation

    Albuquerque, NM
    2 days ago
  •  ...Manager to lead the Events department in Albuquerque. The role involves managing a team to generate qualified appointments and driving growth through performance analysis and training. The ideal candidate will have strong sales and communication skills, along with the... 
    Senior
    Full time
    Local area

    The BORO Group - Renewal by Andersen

    Albuquerque, NM
    15 hours ago
  •  ...client in the hiring of 250+ experienced Financial Advisors to their platform. Here are a few...  ...serving the clients' best interests. Plan and conduct individual and group coaching...  ...seminars to focus on business development and growth. Serves as a coach and mentor.... 

    Professions

    Albuquerque, NM
    3 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...  ...Responsibilities include client analysis, planning, and collaboration with senior advisors. The position offers competitive pay... 

    Wealth Enhancement Group

    Albuquerque, NM
    4 days ago
  •  ...contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will be based in...  ...advisors execute an advice and planning strategy focused on helping clients...  ...for this position. Job Description Consults on investment and insurance strategies... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group, Inc.

    Albuquerque, NM
    3 days ago
  • A leading financial services provider is seeking experienced Financial Advisors to help clients achieve their financial goals. You will meet with existing and prospective clients using technology and marketing resources to grow your business. The ideal candidate should... 
    Remote work
    Flexible hours

    Corebridge Financial, Inc.

    Albuquerque, NM
    4 days ago
  •  ...leading manufacturing and distribution company in Albuquerque seeks a Senior Business Development Specialist. This role is focused on...  ...commission, along with various benefits like a comprehensive medical plan, 401(k) matching, and a supportive work environment. #J-18808-... 
    Senior

    Rio Grande

    Albuquerque, NM
    2 days ago
  • Wealthbridge Financial Group is seeking a Senior Financial Advisor to join their team in New Mexico. This full-time position provides a commission-based compensation structure and requires an active New Mexico Life & Health insurance license. Ideal candidates will have... 
    Senior
    Full time

    Wealthbridge-Financial-Group

    Albuquerque, NM
    4 days ago
  •  ...Development Program - Financial Advisor: Desert Mountain...  ...: Merrill Wealth Management is a leading...  ...management, including planning for retirement, education...  ...to promote portfolio growth. The Merrill Advisor...  ...knowledge by using a defined consultative approach to... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Albuquerque, NM
    1 day ago
  •  ...commitment to helping clients own their financial futures. In this exciting role,...  ...opportunities. As a Financial Consultant at Schwab, you will be provided...  ...Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow... 

    Charles Schwab

    Albuquerque, NM
    21 hours ago
  • Sandia Vista Senior Living in Albuquerque is seeking an Executive Chef to manage kitchen operations and provide fine dining experiences...  .... This role involves supervising food service staff, menu planning, and ensuring compliance with sanitation standards. The ideal candidate... 
    Senior

    Sandia Vista Senior Living

    Albuquerque, NM
    3 days ago
  • The Variable Annuity Life Insurance Company is seeking a passionate Financial Advisor to provide personalized retirement and financial planning for customers in Albuquerque, New Mexico. This role offers flexibility to create your own schedule and access to company-provided... 
    Remote job

    The Variable Annuity Life Insurance Company

    Albuquerque, NM
    4 days ago
  • WealthBridge Financial Group is seeking a dynamic, strategic...  ..., the RVP will provide senior leadership and...  ...responsibility of driving growth, enhancing advisor development...  ...in financial planning. Requirements Proven...  ...financial planning, and wealth management practices Benefits... 
    Work at office

    WealthBridge Financial Group

    Albuquerque, NM
    4 days ago
  •  ...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 and... 

    Aumni

    Albuquerque, NM
    2 days ago
  • $77k - $115k

     ...5) Day to Day Indeed is seeking a motivated Senior Financial Analyst to join our growing Financial Planning and Analysis team. You will assist with global financial...  ...to make a meaningful impact on a dynamic, high-growth technology company. This role makes informed... 
    Senior
    Work experience placement
    Local area
    Flexible hours

    Indeed

    Albuquerque, NM
    4 days ago
  • $75k - $100k

    About Wealth Enhancement Wealth Enhancement is an independent wealth...  ...our craft of personalized financial planning with our team-based...  ...advisory team, and on behalf of senior advisors, to help clients achieve...  ...meet objectives for sales growth and client retention,... 
    Full time
    Temporary work
    Flexible hours

    Wealth Enhancement Group

    Albuquerque, NM
    4 days ago
  • Merrill Wealth Management is a leading provider of comprehensive...  ...wealth management, including planning for retirement, education, legacy...  ...Development Program - Financial Advisor, you will work with high...  ...Advisor Teams, building portfolio growth. Responsibilities Develop a... 
    Interim role
    Immediate start
    Shift work
    Day shift

    Bank of America

    Albuquerque, NM
    2 days ago
  • Hillcrest Bank is seeking a Business Banking Officer in Albuquerque, New Mexico. In this role, you will manage and develop business banking relationships, focusing on loan and deposit services while pursuing individual and team sales goals. Candidates should have a Bachelor...
    Senior

    Hillcrest Bank

    Albuquerque, NM
    3 days ago
  • $117.5k - $235.7k

     ...The selected candidate will employ a system-level approach to plan and execute technology development, testing, and integration against...  ..., the acceleration of nuclear weapons proliferation and the growth of global civilian nuclear power create a system of interdependent... 
    Senior
    Part time
    Remote work
    Work from home
    Worldwide
    Relocation package
    Flexible hours

    Sandia Inc

    Albuquerque, NM
    21 hours ago
  • $117.5k - $235.7k

     ...will provide the successful candidate with significant career growth opportunities. Day-to-day responsibilities include: Leadership...  ...qualification of JTA1 and JTA2 flight test assets. Conduct technical planning and reviews for W80-4 JTA designs, including development of... 
    Senior
    Immediate start

    Accreditation Council for Graduate Medical Education

    Albuquerque, NM
    4 days ago
  •  ...Fargo, we're more than a financial services leader – we’re...  ...Fargo is seeking a Senior Branch Premier Banker (...  ...This role is designed for growth oriented professionals...  ...leveraging goals based planning, and prudent risk oversight...  ...partners across Wealth, Home Lending, and Business... 
    Senior
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Albuquerque, NM
    3 days ago
  •  ...A leading job platform is seeking a Senior Strategist I in Albuquerque, New Mexico. The role involves transforming raw data into actionable...  ...effectively across diverse teams to drive client success and revenue growth. Competitive salary and benefits offered. #J-18808-Ljbffr... 
    Senior
    Remote work

    Indeed

    Albuquerque, NM
    4 days ago
  • PNM in Albuquerque, NM is seeking a Senior Transmission Planning Engineer to manage a specialized team. This role involves analyzing electric transmission...  .... Benefits include a supportive work environment focused on safety and a commitment to employee growth. #J-18808-Ljbffr PNM
    Senior

    PNM

    Albuquerque, NM
    3 days ago
  • $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, and advance...  ...performance of financial planning, investment/insurance functions, and... 
    Full time
    Temporary work
    Local area

    Kirtland Credit Union

    Albuquerque, NM
    1 day ago
  • $10k - $49.99k

     ...titles: Military-to-Civilian Financial Advisor · Veteran Financial...  ...health insurance, retirement planning, and self-employment taxes....  ...WealthBridge Financial Group is a wealth management firm with over 17...  .... ~ Clear Associate → Senior Associate → Managing Director... 
    Civilian Contractor
    Contract work
    For contractors
    Self employment
    Work at office
    Local area
    Relocation
    Flexible hours

    WealthBridge Financial Group

    Albuquerque, NM
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Financial Consultant: Wealth Planning & Growth. Be the first to apply!