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Financial Intake Specialist

Sabio Systems, LLC

  • Albuquerque, NM
  • 6 days ago
  • $22–$25 Per Hour

Highlights

For the fourth year in a row, Sabio Systems has been recognized by Forbes Magazine as one of the Best Temporary Staffing & Professional Recruiting Firms in America, and the only local agency from New Mexico! https://www.forbes.com/lists/best-temp-staffing-firms/; https://www.forbes.com/lists/best-professional-recruiting-firms/

Numbers & Facts

LocationAlbuquerque, NM
Salary$22–$25 Per Hour

Description

For the fourth year in a row, Sabio Systems has been recognized by Forbes Magazine as one of the Best Temporary Staffing & Professional Recruiting Firms in America, and the only local agency from New Mexico! We’re honored to once again receive this national recognition. https://www.forbes.com/lists/best-temp-staffing-firms/; https://www.forbes.com/lists/best-professional-recruiting-firms/
We are seeking a high-caliber Financial Intake Specialist for a premier wealth management client. This is a high-impact, hybrid role requiring a rare blend of elite interpersonal skills and technical financial planning expertise. The ideal candidate will act as the frontline relationship builder during client fact-finding interviews, while simultaneously executing back-office case design, 401(k) analysis, and application preparation.
Job Responsibilities of the Financial Intake Specialist:
  • Conduct comprehensive discovery sessions with clients to gather financial data.
  • Partner with advisors to architect custom investment planning solutions.
  • Manage precise document entry across all financial planning platforms.
  • Build, audit, and submit investment and insurance applications.
  • Track and facilitate complex insurance settlements through completion.
  • Analyze client 401(k) statements and employer-sponsored plans.
  • Attend remote team meetings and work on-site for primary operations.
  • Input discovered client assets into planning software to run baseline retirement projections and gap analyses
  • Assist advisors by drafting initial portfolio models based on the client's risk tolerance profile.
  • Track completed insurance settlements and investment transfers to ensure proper revenue mapping.
Qualifications for the Financial Intake Specialist:
  • Active Life & Health Insurance License is strongly preferred.
  • Associates/Bachelor's degree preferred in Business Administration or Finance.
  • Proven background in investment planning and wealth management workflows.
  • Direct prior experience working with a wealth management firm.
  • Strong working knowledge of 401(k) structures and rules.
  • Exceptional "people person" with elite verbal communication skills.
  • High data-entry accuracy and comfort with financial software.
Compensation for the Financial Intake Specialist:
$22-$25 Hourly

If you have the necessary qualifications listed, and you would like to learn more about this opportunity, Apply today! Not the right fit? Browse other jobs on our website: https://www.sabiosystems.com/search-jobs-staffing-agencies-albuquerque/#!/search?page=1

Sabio Systems is a leading provider of professionals on a temporary and direct-hire basis for positions and projects in Accounting, Finance, Information Technology, Legal, Medical and Business Operations. With over 25 years of combined Staffing & Recruiting expertise we can connect you with some of the most sought out employers in New Mexico.

We treasure your long-term commitment to Sabio Systems by rewarding you with a Bonus Pay equal to your weekly average hours, at your current hourly rate, each time you meet the requirement. More information about our benefits can be found here; https://sabiosystems.com/sabio-resources-employee-support-albuquerque-nm/employee-benefits-albuquerque-nm/

Apply for this job now. All applicants must be authorized to work in the United States. Sabio Systems is an Equal Opportunity Employer.

©2026 Sabio Systems, LLC.

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