Advisor| ID: | PMBOHA-001-009 | Location: | Albuquerque | Program: | PMB | . |
| Wage/Hr: | $44.00 | Hours/Week: | 28 | MinimumAlbuquerque, NM19 days ago Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Albuquerque, NM27 days ago p class="MsoNormal" style="margin-bottom:0in;line-height:15pt;background:white;vertical-align:baseline">©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), - Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve.
Albuquerque, NM30+ days ago Work with the financial advisory team to actively manage client relationships with excellent service • Assist the Financial Advisor during client meetings and with follow-up • Take meeting notes and promptly enter into CRM • Present financial advice or plan to client with the Financial Advisor • Meet with client to obtain additional planning information or to clarify/confirm information provided • Analyze client's investments, insurance policies, and financial plan • Place trades and oversee/manage tasks completed by the client service team • Prepare annual reviews as required by the team • Systematize the review process utilizing the CRM system • Gather data for client reviews and review client files for additional sales opportunities • Create reviews utilizing the Wealth Enhancement Group review system • Create financial plans for clients as required by the team • Analyze a client's financial data in light of their financial goals • Meet or call clients to obtain any additional planning information or clarify/confirm information provided • Prepare client information to present to the Roundtable, if required • Work effectively and professionally with the Financial Planning department, if required • Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technology. 4-year degree required; business, finance, economics preferred 2+ years of experience within the wealth management industry Series 7, 66 (BD/RIA) Series 65 (RIA Only) Insurance Licenses Ability to prepare client reviews and assist in meetings with senior advisors Must possess excellent analytical, organizational, and communication skills (both oral & written) Able to manage multiple projects at once. Albuquerque, NM23 days ago Conduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers. Albuquerque, New Mexico28 days ago With more than 650 offices and over 22,000 employees across North America, we are committed to helping individuals and businesses evaluate and manage their risks and insurance needs with personalized service, while our dedicated team delivers expert guidance and tailored solutions to ensure superior customer experience and lasting value for our clients. About HUB International HUB International is a leading global insurance broker, offering a comprehensive range of property, casualty, risk management, life and health, employee benefits, investment, and wealth management solutions. Albuquerque, NM30+ days ago With more than 650 offices and over 22,000 employees across North America, we are committed to helping individuals and businesses evaluate and manage their risks and insurance needs with personalized service, while our dedicated team delivers expert guidance and tailored solutions to ensure superior customer experience and lasting value for our clients. The Claims Advisor delivers proactive communication, maintains detailed file documentation, analyzes claim trends, and supports clients throughout the full lifecycle of their claims to ensure a smooth, informed, and efficient claims experience. Albuquerque, New Mexico30+ days ago This employment opportunity at Kirtland Credit Union in Albuquerque, NM would allow you to join the Investment Program at Kirtland Credit Union as a Financial Advisor associated with LPL Financial. Pay Range:65000 - 75000. Albuquerque, NM30+ days ago li>Apply a collaborative team approach to assess, plan, implement, coordinate, and monitor community and peer mentoring programs aimed at increasing quality of life, reducing stigma, and reducing suicides within the USSOCOM community. Work with regional, component, and command CPPNCs to aggregate, prepare, and submit formal reports using input from all CPPNCs and command leadership to provide force-wide and regional programmatic feedback. Albuquerque, NM5 days ago Our advisors focus on building lifelong relationships rooted in trust, service, and personalized strategy, ensuring clients feel supported not just financially, but personally as well.. We are seeking a highly motivated, entrepreneurial professional who wants to build something meaningful while making a long‑term impact in the lives of clients and New Mexico communities. Albuquerque, NM30+ days ago Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Albuquerque, New Mexico21 days ago p style="text-align:inherit"/>If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. This role receives an annual base salary between $65,000 and $80,200 depending on the required state minimum plus eligibility for incentives based on employee’s production under the applicable incentive plan. Albuquerque, NM30+ days ago We believe in supporting your overall wellbeing and offer comprehensive benefits inclusive of health insurance, wellness and family support programs, company match retirement plan, paid leave programs, and paid time off, including a community day to serve your local community. You''ll also work on garment refill & care, presentation and contribute to a clean and tidy sales floor and back of house, working closely with the rest of your store team to deliver an excellent customer experience. Albuquerque, NM30+ days ago We believe in supporting your overall wellbeing and offer comprehensive benefits inclusive of health insurance, wellness and family support programs, company match retirement plan, paid leave programs, and paid time off, including a community day to serve your local community. You''ll also work on garment refill & care, presentation and contribute to a clean and tidy sales floor and back of house, working closely with the rest of your store team to deliver an excellent customer experience. Albuquerque, NM30+ days ago p>We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: - We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions.
Albuquerque, NM30+ days ago This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Albuquerque, NM30+ days ago Our RMG team supports several lines of business across the Evernorth Pharmacy, including Accredo FE Operations/Biosim Team, ESI Front End Operations, ESI Patient Consult RPh, ESI Trend, ESI Clinical Programs, and ESI WeCare. These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State. Albuquerque, NM30+ days ago p>In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: - Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Albuquerque, NM30+ days ago p>The selected candidate will be advising and assisting students in the development of academic plans and class schedules; evaluating documents for entry and exit from the College of Arts & Sciences; partnering with the student to implement tools and success strategies as they navigate the university system. As an employee of this highly energetic and student- oriented advisement center, you will be providing academic advisement to prospective and current students of the College of Arts and Sciences and the various departments served within. Albuquerque, NM30+ days ago Albuquerque, NM30+ days ago The successful candidate will work closely with the Program and Academic Completion (PAC) team in Graduate Studies and communicate frequently with faculty and staff supporting graduate students across different departments at UNM. The Senior Academic Advisors primary role is to provide direct review and verification of graduate student application of candidacy form and dissertation manuscript submissions for Master of Fine Arts (MFA) and doctoral programs. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. Aaron's Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product. Albuquerque, NM30+ days ago If assigned by the collections manger and you are not in the direct process of collecting payments, maintain loans by posting payment that come into collections via credit cards and debit card advances, payments transfers and speed pay. What youll do: Contact delinquent accounts by phone and mail; advise Card Services of cards to close as a result of delinquency Skip trace abilities to locate member and/or collateral. Albuquerque, NM30+ days ago As Beauty Advisor, you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative approach and ensure an excellent overall client experience. Build strong client loyalty and influence clients by identifying their needs and suggesting products to drive sales, including the opportunity to upsell products. _*_ _Note that the pay range provided above_ _is the lowest to highest_ _rate_ _we in good faith believe we would pay for this role at the time of this posting_ _._ _We may_ _ultimately pay_ _more or less than the posted range, and the range may be_ _modified_ _in the future_ _._ _An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs._ Aaron’s Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product. Albuquerque, New Mexico30+ days ago We will consider for employment qualified applicants with criminal histories, consistent with applicable law.To learn more please visit: www.corebridgefinancial.com. This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. |