Financial Services Advisor

About the RoleAs a Financial Advisor at BOK Financial Corporation, you will play a critical role in helping clients achieve their financial goals by providing expert guidance and advice.Key ResponsibilitiesMeet with clients to understand their financial objectives and develop personalized plans to achieve themPrepare comprehensive presentations and utilize...

Company Overview:Thrivent Financial is a distinguished fraternal organization dedicated to providing comprehensive financial services tailored to meet the unique needs of our clients. We pride ourselves on our commitment to community service and support for the Lutheran community and nonprofit organizations. Our practice, Valley Consulting Group, operates in...

Company Overview:Thrivent Financial, a well-established financial services organization, is seeking a dedicated full-time Associate Financial Advisor. We are committed to serving the unique needs of our clients and fostering a culture of service and community support.Position Summary:This role is essential to enhancing our client interactions. We are looking...

Company Overview:Thrivent Financial, a prominent membership-based organization, is dedicated to addressing the financial needs of its clients through comprehensive services. With a commitment to community support and a focus on the Lutheran community and nonprofit organizations, Thrivent operates as a leading fraternal benefit society in the nation.Position...

Overview: Priority Financial Group, a leader in financial services, is seeking a dedicated and proactive individual to enhance our Financial Planning Team in the role of a Paraplanner.Key Responsibilities:Preparation of Financial Strategies: Collaborate with financial advisors to collect client information and develop detailed financial strategies,...

Overview: Priority Financial Group, a leading financial services provider, is seeking a dedicated and skilled professional to enhance our expanding Financial Planning Division as a Paraplanner.Key Responsibilities:Preparation of Financial Strategies: Collaborate with financial advisors to collect client information and develop detailed financial strategies,...

Job DescriptionBOK Financial is seeking a highly skilled and motivated Financial Services Representative to join our team. As a key member of our banking team, you will be responsible for providing exceptional client service and building strong relationships with our customers.Key Responsibilities:Client Service: Provide top-notch service to our clients,...

Position Overview:Financial Services RepresentativeAre you enthusiastic about assisting individuals in achieving their financial goals? As a Financial Services Representative, you will have the opportunity to enhance your career while providing exceptional support to our clients. Your role will involve handling inbound inquiries and guiding customers through...

Position Overview:Financial Services RepresentativeAre you enthusiastic about assisting individuals in achieving their financial goals? As a Financial Services Representative, you will dedicate your time to personal growth and professional development while providing support to clients through inbound communication. This role is an excellent opportunity to...

Position Overview:Financial Services RepresentativeAre you passionate about assisting individuals in achieving their financial goals? As a Financial Services Representative, you will have the opportunity to focus on your professional growth while providing exceptional support to our clients. This role involves handling inbound inquiries and preparing for a...

Position Overview:Financial Services RepresentativeAre you driven by a desire to assist others? As a Financial Services Representative, you will have the opportunity to focus on your professional growth while providing support to clients through inbound communications. This role is designed to enhance your career trajectory at Fidelity, offering...

Nusenda Credit Union is committed to providing outstanding member support, fostering community engagement, and creating a rewarding workplace. Our mission is to positively impact the lives of those we serve, helping them achieve their financial aspirations. We embrace diversity, equity, and inclusion as core components of our culture and values. We...

Nusenda Credit Union is committed to providing outstanding member support, contributing positively to our community, and fostering a rewarding workplace environment. We strive to make a significant impact in the lives of those we serve, assisting them in reaching their financial aspirations. Our core values include diversity, equity, and inclusion. We...

Job SummaryPNC Financial Services Group is seeking a highly skilled Branch Manager 4th to lead our Albuquerque branch. As a key member of our Retail Banking team, you will be responsible for driving revenue growth, customer loyalty, and operational excellence.Key ResponsibilitiesLeadership and ManagementLead a high-performing team of banking professionals to...

About the RoleWe are seeking a highly motivated and experienced Business Banker to join our team at New Mexico Bank & Trust. As a Business Banker, you will be responsible for originating new business banking relationships and cross-selling existing clients within a portfolio.Key ResponsibilitiesBusiness Development: Participate in business development...

Senior Financial Consultant - Nonprofit SectorA reputable team within the finance sector is in search of a highly skilled accountant to fill the role of Senior Financial Consultant. This position provides a unique chance to apply your accounting knowledge in a collaborative and encouraging setting.Key Responsibilities:Manage and supervise the general...

Company Overview: ATA Services, Inc. is seeking a dedicated Financial Operations Coordinator to support the fiscal management of fire service training initiatives.Compensation: $60 per hour; paid weekly.Work Schedule: Monday – Friday.Key Responsibilities: - Develop and uphold financial reporting frameworks. - Provide guidance and technical support to...

Job 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...

About the RoleAs a Financial Advisor at BOK Financial Corporation, you will play a critical role in helping clients achieve their financial goals by providing expert guidance and advice.Key ResponsibilitiesMeet with clients to understand their financial objectives and develop personalized plans to achieve themPrepare comprehensive presentations and utilize...

Job DescriptionWe are seeking an experienced Financial Services Professional to join our team at New York Life - Albuquerque Region. As a Certified Financial Planner, you will play a key role in helping our clients achieve their long-term financial goals.Key Responsibilities:Client Relationship Management: Develop and maintain strong relationships with...