Financial Planner
4 days ago
At John Moore Associates, we're seeking a dedicated Financial Planner to join our team. As a key member of our team, you'll play a vital role in helping our clients achieve their financial goals through values-based planning.
Key Responsibilities:- Client Engagement: Build strong relationships with new clients rooted in trust and shared values, leading the client onboarding process.
- Financial Planning: Gather, analyze, and input client data to construct tailored financial plans that align with their personal and faith-based goals.
- Client Meetings: Prepare for and lead client review meetings, taking detailed notes, managing follow-ups, and executing necessary action items.
- Client Communication: Address client questions and concerns via in-person meetings, phone conversations, and email communication, ensuring a high level of responsiveness and care.
- Service Coordination: Communicate and delegate client service needs to the support team, ensuring seamless client experiences.
- Investment Committee Participation: Engage in weekly investment committee meetings to stay informed on market trends and provide clients with informed investment advice.
- Business Development: Support business development initiatives by contributing thought leadership, building relationships with centers of influence, attending local association meetings, and leading client/prospect events.
- Professional Growth: Attend conferences for networking and professional development to remain at the forefront of financial planning best practices.
- Travel: Conduct semi-annual to quarterly travel to meet with remote clients, strengthening client relationships through in-person interactions.
- Education: Undergraduate degree in a related field.
- Experience: Minimum of 3 years of financial planning experience.
- Licensing: Active Series 65 license.
- Certifications: Certified Kingdom Advisor (CKA) and Certified Financial Planner (CFP) designations required for hire or within 18 months of hire.
- Communication: Exceptional verbal and written communication skills, with the ability to convey complex financial concepts in a clear, compassionate manner.
- Analytical Skills: Strong analytical and problem-solving abilities to develop tailored financial strategies.
- Technical Proficiency: Proficient in Microsoft Office Suite and financial planning software (MoneyGuide Pro preferred).
- Organizational Skills: Ability to prioritize and manage multiple time-sensitive tasks effectively.
- Teamwork: Capable of working independently while contributing positively to a collaborative team environment.
- Compensation: Competitive base salary with variable quarterly compensation.
- Retirement: 401(k) plan with employer match.
- Health: 100% Employer-paid group health insurance, dental, and vision
- Insurance: 100% Employer-paid disability income and life insurance
- Professional Development: Opportunities for growth and development through designations, conferences, and networking events.
- Equity-sharing: Minority equity opportunities based on tenure and performance
-
Financial Planner
3 weeks ago
Albuquerque, New Mexico, United States John Moore & Associates inc Full timeFinancial Planner Job DescriptionAt John Moore & Associates inc, we are seeking a skilled Financial Planner to join our team. As a Financial Planner, you will play a crucial role in helping our clients achieve their financial goals through values-based planning.Key Responsibilities:Client Engagement: Lead the client onboarding process, building strong...
-
Financial Analyst III
3 weeks ago
Albuquerque, New Mexico, United States University Of New Mexico Full timeAccountant III Job DescriptionThe University of New Mexico is seeking a highly motivated and detail-oriented Accountant III to join our team. As a key member of our financial services unit, you will be responsible for monitoring and reconciling financial activities across various departments, including financial updates, budgeting, and reporting.Key...
-
Financial Operations Specialist
1 month ago
Albuquerque, New Mexico, United States ZeroThreeSixty Wealth Partners Full timeJob SummaryWe are seeking a highly organized and detail-oriented Financial Operations Specialist to join our team at ZeroThreeSixty Wealth Partners. As a key member of our financial planning office, you will be responsible for providing administrative support to our financial advisors and planners, ensuring the smooth operation of our office, and delivering...
-
Financial Analyst III
2 weeks ago
Albuquerque, New Mexico, United States University of New Mexico Full timeAccountant III Job DescriptionThe University of New Mexico is seeking a highly motivated and detail-oriented Accountant III to join our team. As a key member of our financial services unit, you will be responsible for monitoring and reconciling financial activities across various departments, including financial updates, business, program, and shared labor...
-
Care Manager and Discharge Planner
5 days ago
Albuquerque, New Mexico, United States University of New Mexico - Hospitals Full timeJob SummaryWe are seeking a highly skilled Care Manager and Discharge Planner to join our team at the University of New Mexico Hospital. As a key member of our Utilization Management department, you will play a critical role in ensuring the seamless transition of patients from our hospital to their homes or other healthcare settings.Key...
-
Financial Counselor
4 days ago
Albuquerque, New Mexico, United States Magellan Health Full timeJob SummaryWe are seeking a highly skilled Personal Financial Counselor to join our team at Magellan Health in Albuquerque, NM. As a key member of our team, you will provide expert financial guidance and support to military service members and their families at assigned installations.Key ResponsibilitiesProvide comprehensive personal financial counseling...
-
Financial Counselor
3 weeks ago
Albuquerque, New Mexico, United States Magellan Health Full timeJob SummaryThis position provides personal financial services to military personnel and their families at assigned installations. The successful candidate will provide a range of financial counseling services, including one-on-one counseling, group briefings, and presentations. They will also work closely with installation and military branch Points of...
-
Personal Financial Counselor
1 day ago
Albuquerque, New Mexico, United States Magellan Health Full timeJob SummaryThis position provides personal financial services at assigned military installations. The primary responsibilities include providing full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services such as...
-
Accountant 2 Position
3 weeks ago
Albuquerque, New Mexico, United States University Of New Mexico Full timeAccountant 2 Position SummaryThe Department of Family and Community Medicine at the University of New Mexico is seeking a highly motivated individual to work closely with the department administrator and accounting team as an Accountant 2. This exciting opportunity requires a detail-oriented individual with excellent multitasking, communication, and...
-
Travel Planner
3 days ago
Albuquerque, New Mexico, United States Faith Comes By Hearing Full timeJob Title: Travel CoordinatorThe Travel Coordinator is a key member of our team at Faith Comes By Hearing, responsible for planning and coordinating domestic and international travel for our clients. This role requires excellent organizational skills, attention to detail, and the ability to work in a fast-paced environment.Responsibilities:Obtain and verify...
-
Transportation Planning Manager
3 weeks ago
Albuquerque, New Mexico, United States KLJ Engineering LLC Full timeJob Title: Sr Transportation PlannerWe are seeking a highly skilled and experienced Sr Transportation Planner to join our dynamic team at KLJ Engineering LLC.Job SummaryThe successful candidate will oversee and manage transportation planning projects from conception to completion, ensuring the highest standards of quality, safety, and efficiency. This role...
-
Transportation Planning Manager
3 weeks ago
Albuquerque, New Mexico, United States KLJ Engineering LLC Full timeJob Title: Sr Transportation PlannerWe are seeking a highly skilled and experienced Senior Transportation Planner to join our dynamic team at KLJ Engineering LLC.Job SummaryThe successful candidate will oversee and manage transportation planning projects from conception to completion, ensuring the highest standards of quality, safety, and efficiency. This...
-
Party Host
3 weeks ago
Albuquerque, New Mexico, United States Main Event Entertainment Full timeJob Title: Party Host About the Role: At Main Event Entertainment, we're looking for enthusiastic and dedicated individuals to join our team as Party Hosts. As a Party Host, you'll be responsible for creating unforgettable birthday memories for our guests. You'll be the life of the party, ensuring that every celebration is a success. Key...
-
Party Host
2 weeks ago
Albuquerque, New Mexico, United States Main Event Entertainment Full timeJob Title: At Main Event, we're looking for a dynamic and enthusiastic Party Host to create unforgettable birthday memories for our guests. As a Party Host, you'll be the life of the party, ensuring every celebration is a success. Key Responsibilities: Welcoming and engaging with arriving birthday parties and serving as their Host throughout their scheduled...
-
Hospice Sales Consultant
1 month ago
Albuquerque, New Mexico, United States Jet Health Inc Full time{"Job Type": "Full-time", "Job Description": "Hospice Sales ConsultantJet Health, Inc. is seeking an experienced and dynamic Hospice Sales Consultant to join our team in Albuquerque, NM, and surrounding areas.The primary responsibility of this role is to drive sales and develop relationships with key accounts, generating referrals and growing the agency's...
-
Albuquerque, New Mexico, United States WSP Full timeAbout the OpportunityWe are seeking a motivated professional with a strong track record of team management, business development, client service management, and project management to manage and grow the environmental team in Albuquerque.Key ResponsibilitiesManage SIR staff and project teams for environmental projects, including oversight of subcontractors...
-
Albuquerque, New Mexico, United States WSP Full timeAbout the OpportunityWe are seeking a highly motivated and experienced professional to lead our Site Investigation and Remediation Service Line in Albuquerque, NM. As a Service Line Leader, you will be responsible for managing and growing our environmental team, collaborating with SIR leads across the Mountain Pacific Region and U.S., and developing and...
-
Mechanical Engineer
22 hours ago
Albuquerque, New Mexico, United States KLJ Full timeJob SummaryThe Mechanical Engineer will specialize in designing, developing, and maintaining mechanical systems and machinery used in the oil and gas industry. This role will ensure that all equipment adheres to industry standards, safety regulations, and environmental policies.Key Responsibilities:Design and analyze mechanical systems and equipment for oil...
-
Mechanical Engineer
3 weeks ago
Albuquerque, New Mexico, United States KLJ Full timeJob SummaryWe are seeking a highly skilled Mechanical Engineer to join our team at KLJ. As a Mechanical Engineer in the Oil & Gas Division, you will be responsible for designing, developing, and maintaining mechanical systems and machinery used in the oil and gas industry.Key ResponsibilitiesDesign and analyze mechanical systems and equipment for oil and gas...
-
Community Donation Manager
3 weeks ago
Albuquerque, New Mexico, United States Savers | Value Village Full timeAbout Savers | Value VillageWe are a leading thrift store operator with a mission to champion reuse and inspire a future where secondhand is second nature. Our stores supply gently-used, one-of-a-kind items to local nonprofit organizations, redirecting billions of pounds of used items away from landfills and onto our store racks and shelves for reuse.Job...