Associate Director, Financial Aid - Outreach, Communications, & Student Services University of New MexicoAssociate Director, Financial Aid - Outreach, Communications, & Student ServicesAlbuquerque, NMThe University of New Mexico (UNM) Student Financial Aid Office is seeking a strategic, innovative, and student-centered leader to serve as Associate Director for Financial Aid Outreach, Communications, and Student Services. Lead the strategy, alignment, and continuous improvement of the Communication Center and One Stop/Enrollment Services operations, ensuring seamless, student-centered delivery across financial aid, admissions, and registrar functions.
Bilingual Financial Services Customer Service Lee Hecht HarrisonBilingual Financial Services Customer ServiceAlbuquerque, NM$22–$24 / hourThis position plays a critical role in supporting lending operations while providing exceptional service to both English- and Spanish-speaking clients throughout the loan process. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
Senior Business Development Manager Ericsson Mobile Financial Services Telefonaktiebolaget LM EricssonSenior Business Development Manager Ericsson Mobile Financial ServicesNMThis role is a hybrid position with the expectation to work onsite (3) three days a week in the Ericsson office located in Plano, TX, Austin, TX, Bellevue, WA, Boise, ID, Irvine, CA, Lewisville, TX, Morristown, NJ, New York, NY, Overland Park, KS, Santa Clara, CA, or Washington, DC. Drive consultative and solution selling by understanding customer business needs, shaping value-led propositions, and positioning Ericsson Mobile Financial Services capabilities to address strategic, operational, and commercial priorities.
Financial Services Representative (Part-Time) World Acceptance CorporationFinancial Services Representative (Part-Time)Rio Rancho, NM$15–$18 / hourWorld Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation.
NewFinancial Services Representative World Acceptance CorporationFinancial Services RepresentativeAlbuquerque, NMWorld Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation.
Financial Services Representative (Part-Time) World FinanceFinancial Services Representative (Part-Time)Rio Rancho, New MexicoWorld Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek’s Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. Based in Greenville, SC, World reaches over one million customers annually – turning their financial possibility into reality through services like personal loans and tax preparation.
NewFinancial Services Consultant 1 Sandia Laboratory Federal Credit UnionFinancial Services Consultant 1Albuquerque, NM$20–$22 / hourProactively identify member needs and recommend appropriate products and services to strengthen financial relationships; refer more complex needs (including mortgage, advanced business accounts, and investments) to experienced consultants or specialists. In addition to routine transactions, the role carries entry-level sales goals and requires proactive outreach to members, including occasional outbound calling, to deepen relationships and meet branch objectives.
Insurance and Financial Services Position - State Farm Agent Team Member Carlos Salazar - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberAlbuquerque, NMAs a State Farm team member for Carlos Salazar - State Farm Agent, you will build and develop customer relationships within the community to promote and sell State Farm products including auto, home and life insurance. Develop & pursue sales leads, schedule appointments, identify customer needs, and market appropriate products and services.
Financial Services Professional Symmetry Financial GroupFinancial Services ProfessionalAlbuquerque, New MexicoRemote$36,000–$48,000 / yearResponsibilities: Identify client needs and recommend tailored protection and asset-building solutions. We're building a team of GROWTH-MINDED individuals who want: Mentorship from proven leaders.
Financial Advisor - Kirtland Credit Union LPL Financial Holdings IncFinancial Advisor - Kirtland Credit UnionAlbuquerque, NM$65,000–$75,000 / yearThis position will offer: • The ability to service an existing book of business upon hire • The ability to build a strong client base with the credit union's exceptional referral system • Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals • The opportunity to find new clients via the credit union's member base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPL's combination of tools, technology, and support • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the credit union's reputation and community standing. Your partnership includes: • Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your client's goals.
Financial Solutions Advisor Registration Candidate - Coors Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Coors Financial CenterAlbuquerque, NMOnce 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.
NewFinancial Advisor MassMutual New MexicoFinancial AdvisorAlbuquerque, NM$70,000–$150,000 / yearOur 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.
Wealth Financial Advisor - Santa Fe/Albuquerque, NM Corebridge Financial IncWealth Financial Advisor - Santa Fe/Albuquerque, NMAlbuquerque, NMWe 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.
Wealth Financial Advisor - Santa Fe/Albuquerque, NM Corebridge FinancialWealth Financial Advisor - Santa Fe/Albuquerque, NMAlbuquerque, New MexicoCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. 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.
Financial Advisor Northwestern MutualFinancial AdvisorAlbuquerque, New Mexico$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Advisor - PNC Wealth Management The PNC Financial Services Group IncFinancial Advisor - PNC Wealth ManagementAlbuquerque, NMIn 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.
Financial Advisor/Wealth Manager Professions IncFinancial Advisor/Wealth ManagerAlbuquerque, NMConduct 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.
Financial Solutions Advisor - New Mexico/El Paso Markets Bank of AmericaFinancial Solutions Advisor - New Mexico/El Paso MarketsAlbuquerque, New MexicoKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor Registration Candidate- Country Club Bank of AmericaFinancial Solutions Advisor Registration Candidate- Country ClubRio Rancho, New MexicoOnce 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 .
Personal Financial Counselor, Rio Rancho, NM Magellan Health Services, Inc.Personal Financial Counselor, Rio Rancho, NMRio Rancho, NMFull timeServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor- Albuquerque, NM Magellan Health Services, Inc.Personal Financial Counselor- Albuquerque, NMAlbuquerque, NMFull timeServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Associate Director, Financial Aid - Compliance & Operations University of New MexicoAssociate Director, Financial Aid - Compliance & OperationsAlbuquerque, NMExperience leading through multiple layers of staff, with direct oversight of supervisors or managers and proven ability to develop leadership capability, drive accountability, and ensure consistent performance across teams. Reporting to the Director of Financial Aid, the Associate Director provides strategic, compliance and operational leadership for the Financial Aid Processing, Scholarships, and Student Employment programs within the department.
Senior Director of Client Services Scion Staffing IncSenior Director of Client ServicesAlbuquerque, NMPOSITION OVERVIEW: The Senior Director of Client Services serves as a trusted financial advisor to school leaders, overseeing strategic client partnerships while ensuring exceptional financial service delivery. Through our innovative team building and recruiting solutions, we bridge the gap in executive leadership searches, direct hire nonprofit recruiting, interim leadership placement, and temporary professional staffing.
Work From Home - Client Services Associate AO Garcia AgencyWork From Home - Client Services AssociateLos Lunas, New MexicoGlobal Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. 4. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.
Personal Financial Counselor, PFC - Kirtland AFB Magellan Health IncPersonal Financial Counselor, PFC - Kirtland AFBNMServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
NewPersonal Financial Counselor- Albuquerque, NM Magellan Health IncPersonal Financial Counselor- Albuquerque, NMAlbuquerque, NMServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
NewPersonal Financial Counselor, Rio Rancho, NM Magellan Health IncPersonal Financial Counselor, Rio Rancho, NMRio Rancho, NMServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Financial Customer Associate - Bilingual - Albuquerque FidelityFinancial Customer Associate - Bilingual - AlbuquerqueAlbuquerque, New MexicoRemoteCustomer Service Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. All training and onboarding support is provided in English, with the possibility of joining our Spanish teams once proficient in servicing calls in English.
Senior Director of Client Services - School Finance Vertex EducationSenior Director of Client Services - School FinanceAlbuquerque, NMResponsibilities / Essential Functions: Strategic Client Partnership & Advisory: Act as the lead Business Manager for a portfolio of key school partners, translating complex financial data into strategic insights for school boards and leaders. As a purpose-led education services provider, our mission is destined to benefit many and yet it starts with just one person inspired to work together with us to make a memorable and meaningful difference for our clients, schools, students, and communities.
Facility Services Finance Manager University of New MexicoFacility Services Finance ManagerAlbuquerque, NMReporting to the Associate Director of Facility Support Services, the Manager of Accounting is a key member of the Facilities Services leadership team and provides strategic direction in the planning, development, management, control, and reporting of integrated financial operations supporting maintenance operations, utilities, custodial services, grounds, fleet operations, deferred maintenance programs, and capital projects. The Facilities Services division comprising Building & Landscape Services, Facilities Design & Construction, Facilities Customer Services, Facilities Support Services, and Technical Services, is responsible for maintaining more than 10 million square feet of facilities and 680 acres of open space.
Financial Customer Associate - Albuquerque FidelityFinancial Customer Associate - AlbuquerqueAlbuquerque, New MexicoRemoteCustomer Service Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams.
Financial Advisor - Veteran Transition Program (Arizona & New Mexico) WealthBridge Financial GroupFinancial Advisor - Veteran Transition Program (Arizona & New Mexico)Albuquerque, NM$125,000–$150,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Financial Advisor - New Mexico (Career Changer / New to Industry) WealthBridge Financial GroupFinancial Advisor - New Mexico (Career Changer / New to Industry)Rio Rancho, NM$125,000–$150,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Experienced Financial Advisor - Independent Platform, Full Book Portability WealthBridge Financial GroupExperienced Financial Advisor - Independent Platform, Full Book PortabilityLos Lunas, NM$125,000–$150,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Financial Analyst University of New MexicoFinancial AnalystAlbuquerque, NMThe Facility Services division-comprising Building & Landscape Services, Facilities Design & Construction, Facilities Customer Services, Facilities Support Services and Technical Services-is responsible for maintaining more than 10 million square feet of facilities and 680 acres of open space. Oversees the design, documentation, and implementation of various integrated systems and applications for periodic and ad hoc financial reporting, utilizing complex electronic financial information from UNM systems and databases.
Accounts Payable: Sr Fiscal Services Tech University of New MexicoAccounts Payable: Sr Fiscal Services TechAlbuquerque, NMThe University of New Mexico, Office of the University Controller, also known as Financial Services, located on Main Campus is responsible for all central accounting functions for the University. It is the responsibility of the Controller''s Office to ensure compliance with all financial policies, rules, and regulations adopted by the University or imposed by external agencies, including state and federal audit requirements, following generally accepted accounting practices.
Financial Aid Officer University of New MexicoFinancial Aid OfficerAlbuquerque, NMThe Financial Aid Officer will work with a diverse student population, approximately 1000 students within the academic programs in the School of Medicine, in assisting students in obtaining Federal, State, and Institutional financial aid. Within a centralized, HSC financial aid services environment, evaluates, approves, and awards financial aid to students in accordance with federal, state, and university regulations, policies, and operating guidelines.
Fiscal Services Tech University of New MexicoFiscal Services TechAlbuquerque, NMAt Ellis, you will be joining a distinguished organization with a rich history of delivering top-tier business education to students and a staff team who work hard daily to create a rich environment where we can thrive while delivering outstanding results and service to our internal and external customers. The James and Gail Ellis School of Business Leadership (formerly Anderson School of Management) at The University of New Mexico (UNM) is looking for a highly organized, and detail-oriented individual to join our growing Business Operations team as a Fiscal Services Tech.
Office Services Assistant, Temporary Baker Tilly Virchow KrauseLLPOffice Services Assistant, TemporaryAlbuquerque, NM$19–$25 / hourBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. New hire set-up - assign office or cubicle, retrieve name plates for offices or cubicles, IT tickets, new hire photo, badges, keys, new hire supplies, etc. and organize/clean out offices and cubicles of exiting team members.
Dining Services Department Manager Healthcare Services Group IncDining Services Department ManagerRio Rancho, NMDining Services Supervisor, Dining Services Manager, Dietary Manager, Nutrition Manager, Nutrition Supervisor, Food Service Director, Diet Tech, Diet Technician, Dietetic Services Supervisor. Associate's degree or higher in food service management or hospitality, including food service or restaurant management coursework, Certified Dietary Manager (CDM) certification or 90-hour state approved course, as required by state law.
Senior Banker - Coors Financial Center Bank of AmericaSenior Banker - Coors Financial CenterAlbuquerque, New MexicoPartners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities. This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists.
Office Services Assistant, Temporary Baker Tilly Advisory Group, LPOffice Services Assistant, TemporaryAlbuquerque, New MexicoBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. New hire set-up - assign office or cubicle, retrieve name plates for offices or cubicles, IT tickets, new hire photo, badges, keys, new hire supplies, etc. and organize/clean out offices and cubicles of exiting team members.
Assoc Dir,Utility Services University of New MexicoAssoc Dir,Utility ServicesAlbuquerque, NMThis role provides strategic and operational oversight for the University's utility infrastructure across the Main and Health Sciences Center campuses, including the Ford Utilities Center, Campus Utility Plant, chilled water plants, water wells, and the potable water system. Reporting to the Director of Technical Services, the Associate Director ensures the safe, efficient, and reliable delivery of utilities that power academic, research, and healthcare facilities.
College Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramAlbuquerque, New Mexico$500–$1,000 / yearInternOur college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.
Deputy Director Youth and Family Services UN City of AlbuquerqueDeputy Director Youth and Family Services UNAlbuquerque, NMThe Deputy Director serves as a key operational leader, translating the Director's strategic direction into effective program execution and ensuring consistent service delivery across direct service programs and contracted nonprofit providers. The Deputy Director of Youth and Family Services works under the direction of the Director of Youth and Family Services and assists in the management, coordination, and oversight of departmental programs, operations, and service delivery.
Chief Financial Officer Prevail RecruitingChief Financial OfficerAlbuquerque, New MexicoRemoteA rapidly growing technology services organization is seeking its first true Chief Financial Officer to help scale the business from approximately $500 million in annual revenue to more than $1 billion over the next several years. The organization operates nationally, serves a diverse customer base across public and private sectors, and combines product resale, professional services, and recurring managed services offerings.
Client Service Associate Morgan StanleyClient Service AssociateAlbuquerque, NMOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
Regional Operations Manager - Data Center Cloud Services DP World CL Holding Americas IncRegional Operations Manager - Data Center Cloud ServicesNMThis role requires a proven leader who can successfully manage complex operations, develop high-performing teams, drive cross-functional collaboration, and deliver measurable business results in fast-paced, high-availability environments. As Regional Operations Manager, you will be a key member of the DP World Cloud Services leadership team, responsible for ensuring operational excellence, scalability, reliability, and continuous improvement across multiple campuses.
Enrollment Services Student success Peer Coach University of New MexicoEnrollment Services Student success Peer CoachNMIn this role, you''ll welcome students, answer questions, provide new student onboarding support, and help connect students with campus resources. You''ll also assist with admissions, registration, financial aid, and other enrollment services while developing leadership, communication, customer service, and office skills.
Client Service Associate Raymond James Financial IncClient Service AssociateAlbuquerque, NMAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. The term Raymond James includes but is not limited to Raymond James Financial Services, Inc. (RJFS) and Raymond James Financial Services Advisors.