Financial Advisor - New Mexico (Career Changer / New to Industry)
WealthBridge Financial Group
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively. Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you. Requirements Bachelor's degree in finance, accounting, or a related field Experience in financial consulting or a similar role is preferred Strong analytical and problem-solving skills Excellent communication and interpersonal skills to effectively connect with clients Deomonstrated ability to build and maintain client relationships Licenses or certifications in financial planning are a plus Benefits Top-tier health coverage including medical, dental, and vision plans for you and your dependents 401(k) retirement plan with company match to help you build long-term security Life and disability insurance for added peace of mind Employee wellness programs and mental health resources Career growth opportunities and ongoing training support #J-18808-Ljbffr WealthBridge Financial Group
- ...partners, meeting with clients to review financial and investment goals, building a financial... .... Identifies and engages potential new clients through referrals or financial center... ...least one year experience in the investments industry, including investment training and in-...SuggestedTemporary workMonday to Friday
- ...Bank of America in Rio Rancho, New Mexico, is seeking candidates for a financial advising role focused on providing comprehensive advice and customized solutions... ...experience in the investments and financial service industries. Strong communication and relationship-building...Suggested
- ...using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service... ...Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results...SuggestedAfternoon shift
- Relationship Banker - Enchanted Hills and Lincoln (New Build) - Rio Rancho, NM Job Information... ...banking solutions and cutting-edge financial technology combined with friendly and... ..., Financial Services, or other related industries with proven success in establishing new...SuggestedFull timeImmediate startAfternoon shift
- A financial services agency in Rio Rancho, New Mexico, is seeking passionate individuals for client relationship roles. Candidates will conduct virtual consultations, assess client needs, and maintain relationships, all while enjoying a flexible work schedule. The position...SuggestedWork from homeFlexible hours
- ...common purpose to help make financial lives better through... ...to succeed, build a career and contribute to our shared... ...a Financial Solutions Advisor Stage I (FSA I), your... ...your Securities Industry licenses, where you receive... ...Learns and adapts to new technology or applications...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- United States Digital Space LLC is seeking an entry-level Financial Solutions Advisor Stage I to begin with Securities Industry licenses (SIE, Series 7, 66). You will learn to acquire, build, and manage client relationships while delivering comprehensive financial guidance...Work at office
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and then build core advisory skills. You will learn to acquire and manage client relationships and guide them through investment...Work at office
- A forward-thinking agency based in Rio Rancho, New Mexico is seeking a passionate individual for a role dedicated to securing families' financial well-being. In this position, you will conduct virtual consultations, assess client needs, and build lasting relationships....Remote jobWeekly payFlexible hours
- First Convenience Bank is seeking a Full Time Associate for their Rio Rancho Wal-Mart location in New Mexico. In this role, you will provide exceptional customer service while handling cash transactions in a high-volume sales environment. The ideal candidate is at least...Full timeFlexible hoursAfternoon shift
- A financial services agency in Rio Rancho, NM is seeking passionate individuals for a role involving virtual consultations and client relationship management. You will assess client needs, provide solutions, and engage in regular check-ins. The position offers the flexibility...Weekly payWork from home
- SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial... ...Stay up to date on industry regulations and products Qualifications... ...difference and ready to advance your career, we want to connect with you!... ...and take your career to new heights. Apply Today! #J-1880...Full timePart time
$16.13 - $20.17 per hour
...friendly, and efficient service to members by assisting with financial transactions and account management. Responsibilities include... ...mission of Improving Lives and vision of being Authentically New Mexico, we embrace Del Norteño Pride, reflecting our commitment to community...Hourly payFull timeTemporary work- ...accuracy. You will promote member education, identify opportunities to offer credit union solutions, and ensure compliance with regulations. The role supports the branch and community as part of our mission and culture in New Mexico. #J-18808-Ljbffr Del Norte Credit Union
- ...interaction to identify needs and offer financial solutions to help customers secure their... ...expand your financial education & grow your career within Consumer banking and UMB. We... ...that you consistently perform according to industry and legal standardsOther job duties as...Local areaFlexible hours
- ...BankerWant to help strengthen your community's financial health? Looking for an employer that will inspire you and support your career in finance? Your search is over... WaFd Bank... ...their needs, and provide solutions. • Open new accounts, onboard new relationships,...Work at office
$38.92k - $57.24k
...to identify needs and offer financial solutions to help customers secure... ...education & grow your career within Consumer banking and UMB... ...consistently perform according to industry and legal standards Other job... ...more than a company. We are advisors, consultants, problem solvers...Local areaFlexible hoursAfternoon shift- ...and payment of cash, while working in a high volume, sales environment. Evaluate new and existing customer relationships and recommend bank products and services to support their financial success. Follow established policies in accordance with the bank and the supervisor...Work experience placementWork at officeFlexible hoursAfternoon shift
- ...developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. Maintains a database of past clients for... ...license (required). Strong knowledge of lending regulations and industry best practices. Exceptional interpersonal and communication skills...Remote work
- A financial services organization is seeking passionate individuals for a rewarding client-focused role that offers the flexibility of working... .... This role allows you to balance your personal and professional life while advancing your career. #J-18808-Ljbffr AO Garcia AgencyRemote jobWork from home
$17 - $18 per hour
...leasing and customer service. The company offers paid training, career coaching, and networking opportunities to help you advance in the multifamily industry. Competitive pay rate of $17 - $18/hr, plus referral bonuses for bringing new hires. #J-18808-Ljbffr InterSolutions$58.44k - $93.5k
This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth... ...first duty station, pre‑ and post‑deployment, and personal and career events outlined in DoDI 1322.34. Responds to requests for age‑...Contract workTemporary workWork at office$58.44k - $93.5k
Job Overview This position provides personal financial services at assigned military installations to service members and their families. Responsibilities Provide full breadth of personal financial counseling services. Offer one‑on‑one counseling, briefings, presentations...Contract workTemporary workWork at office- J.P. Morgan Chase in the United States seeks a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families, delivering an exceptional investor experience through advised solutions and referrals. You...
- JPMorgan Chase & Co. in the United States seeks a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families. You will build trusted relationships and provide an exceptional investor experience by offering advisory...
$18 per hour
...facilities.State Employees Credit Union offers a highly competitive benefits packageApplications must be received by Human ResourcesState Employees Credit Union of New Mexico is an Equal Opportunity EmployerEqual Opportunity Employer, including disabled and veterans....Hourly payFull timeWork at officeLocal areaRemote work- WealthBridge Financial Group seeks a results-oriented Financial Consultant to join our team in Corrales, NM. In this role, you will engage with clients to understand financial objectives and provide tailored advice and strategies aligned with their goals. You will leverage...
$90.23k
...infrastructure challenges. We're seeking a Senior Financial Analyst to serve as a strategic business... ...We attract the best people in the industry, supporting their efforts to learn and... ...work environment. We provide career opportunities that span a variety of disciplines...Contract workWork experience placementH1bWork at office- ...external link provided below. Applications submitted directly through this posting will not be accepted. External Application Link: Financial Professional About the role: As a Financial Professional with Osaic, you will provide clients with tailored financial...Full time
- UMB Financial Corporation is seeking a Personal Banker to build customer relationships, recommend and sell banking products and services, and help clients secure their financial well-being. You’ll receive extensive training on UMB’s products and sales processes, work with...
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