Wealth Advisor Associate: Client Growth & Strategy

130 Raymond James Financial Services

Albuquerque, NM

JOB DETAILS
SKILLS
Customer Relations, Documentation, Financial Planning, Financial Services, Maintain Compliance, Market Trend Analysis, Plan Meetings, Relationship Management, Sales Management
LOCATION
Albuquerque, NM
POSTED
3 days ago

Prevender Financial Services, LLC is seeking an Associate Wealth Advisor to advance client relationships and support the investment process. The role emphasizes proactive relationship management, meeting coordination, and tailored service aligned with clients' financial goals.You will assist the financial advisor, handle documentation, and ensure regulatory compliance while delivering personalized guidance and insight on market trends and portfolio performance.#J-18808-Ljbffr

About the Company

1

130 Raymond James Financial Services