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Financial Services Jobs in Albuquerque, NM

Wealth Advisor Associate: Client Growth & Strategy

130 Raymond James Financial Services

  • Albuquerque, NM
  • 3 days ago
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    Skills

    • Customer Relationsunmatched
    • Documentationunmatched
    • Financial Planningunmatched
    • Financial Servicesunmatched
    • Maintain Complianceunmatched
    • Market Trend Analysisunmatched
    • Plan Meetingsunmatched
    • Relationship Managementunmatched
    • Sales Managementunmatched

    Description

    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

    Numbers & Facts

    LocationAlbuquerque, NM

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