Financial Services Professional
4 weeks ago
Prevender Financial Services, LLC is a leading financial services firm established in 2007 by Phil Prevender, CFP. With over 32 years of experience in the industry, our team has a combined total of over 150 years of expertise in financial services and wealth planning.
Job SummaryWe are seeking a skilled Financial Advisor to join our team. As an independent Financial Advisor with Prevender Financial Services, LLC, you will have the freedom to build your practice and work with clients to manage their complex financial needs. Our firm offers a highly competitive payout, dedicated transition assistance, and access to powerful technology solutions and a comprehensive product platform.
Key Responsibilities- Manage client relationships and provide financial planning and investment advice
- Develop and implement financial plans tailored to individual client needs
- Stay up-to-date with industry trends and developments to provide expert advice to clients
- Collaborate with our team to provide seamless support to clients
- Hold a Series 7 General Securities license and a Series 65 or Series 66 license (IAR registered)
- Minimum of 5 years of experience in the financial services industry
- Full control over your practice and client relationships
- A highly competitive payout
- Dedicated transition assistance
- Access to powerful technology solutions and a comprehensive product platform
- Potential to buy into or partner with Prevender Financial Services, LLC
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Financial Services Professional
3 weeks ago
Albuquerque, New Mexico, United States Prevender Financial Services, LLC Full timeAbout UsPrevender Financial Services, LLC is a leading financial services firm with over 150 years of combined experience in the industry. Our team is dedicated to providing exceptional service to our clients.Job SummaryWe are seeking a skilled Financial Services Professional to join our team. As an independent Financial Advisor with Prevender Financial...
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Financial Services Professional
4 weeks ago
Albuquerque, New Mexico, United States BOK Financial Full timeFinancial Advisor RoleAt BOK Financial, we're seeking a skilled Financial Advisor to join our team. As a key member of our financial services team, you'll be responsible for providing exceptional customer service by guiding clients towards their short and long-term financial goals.Key Responsibilities:Meet with clients to understand their financial...
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Financial Services Professional
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Albuquerque, New Mexico, United States BOK Financial Full timeFinancial Advisor RoleThe Financial Advisor is a key position at BOK Financial, responsible for providing exceptional customer service by guiding clients toward their short and long-term financial goals. This is achieved through holistic financial planning and financial advice. In addition, the Financial Advisor is responsible for prospecting new clients to...
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Financial Services Professional
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Albuquerque, New Mexico, United States New York Life - Albuquerque Region Full timeJob OverviewNew York Life - Albuquerque Region is seeking a skilled Financial Services Professional to join our team. As a key member of our team, you will be responsible for providing exceptional financial guidance and support to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans tailored to each client's unique needs and...
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Financial Services Professional
3 weeks ago
Albuquerque, New Mexico, United States New York Life Full timeFinancial Advisor Job DescriptionAbout the RoleAs a Financial Advisor at New York Life, you will have the opportunity to create a meaningful difference in the lives of our clients by helping them safeguard their financial destinies, navigate risks, and achieve their individual aspirations.This role offers flexibility, empowering you to customize your...
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Financial Professional
4 weeks ago
Albuquerque, New Mexico, United States Voya Financial Advisors Inc Full timeFinancial Professional OpportunityVoya Financial Advisors, Inc. is seeking a skilled Financial Professional to join our team in the greater Albuquerque area. As a key member of our team, you will be responsible for building and maintaining relationships with plan sponsors, providing expert advice on retirement and investment strategies, and conducting...
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Senior Financial Consultant
4 weeks ago
Albuquerque, New Mexico, United States Prevender Financial Services, LLC Full timeAs a Senior Financial Consultant with Prevender Financial Services, LLC, you will have the opportunity to leverage your expertise in financial services to build a successful practice. Our company, established in 2007, has over 150 years of combined experience in the industry, providing a solid foundation for your growth.We believe that successful financial...
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Financial Services Professional
4 weeks ago
Albuquerque, New Mexico, United States Northwestern Mutual Full timeJob DescriptionAs a Financial Representative at Northwestern Mutual, you will help clients achieve their financial goals through personalized financial planning. With our industry-leading training and resources, you will be equipped to provide expert advice and solutions to clients. You will work to build a client base by growing relationships with your...
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Senior Financial Consultant
4 weeks ago
Albuquerque, New Mexico, United States Prevender Financial Services, LLC Full timeAs a Senior Financial Consultant with Prevender Financial Services, LLC, you will have the opportunity to work with a highly experienced team and leverage state-of-the-art technology to manage complex client needs.The ideal candidate will have a strong background in the financial services industry, with a minimum of 5 years of experience and a Series 7...
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Travel Physical Therapist
3 weeks ago
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Albuquerque, New Mexico, United States Voya Financial Advisors Inc Full timeWe are seeking a talented Financial Professional to join our team in Albuquerque as a 403(b) and 457 Specialist. This is an exciting opportunity to help clients achieve their retirement goals by providing expert advice on investment strategies and participant education.Job SummaryThis role will be responsible for developing and maintaining strong...
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Travel Physical Therapist
4 weeks ago
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Insurance and Financial Services Professional
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Insurance and Financial Services Professional
3 weeks ago
Albuquerque, New Mexico, United States Edward Dunn Full timeAs an Account Manager for Edward Dunn - State Farm Agent, you will play a vital role in our agency's daily operations and customers' success. You will grow our agency through meaningful client relationships and act as a liaison between customer needs and agency departments. You will improve the lives of our customers by proactively marketing relevant...
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Financial Planning Assistant
4 weeks ago
Albuquerque, New Mexico, United States Priority Financial Group Full timeParaplanner Job DescriptionAbout the Role:Priority Financial Group is seeking a highly motivated and detail-oriented Paraplanner to join our Financial Planning Team. As a Paraplanner, you will play a critical role in supporting our financial advisors in delivering exceptional client service and achieving our mission of helping clients achieve their financial...
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Financial Planning Associate
4 weeks ago
Albuquerque, New Mexico, United States Priority Financial Group Full timeFinancial Planning Role:We are seeking a skilled Paraplanner to support our Financial Planning Team at Priority Financial Group. As a Paraplanner, you will assist financial advisors in gathering client data and preparing comprehensive financial plans, including retirement planning, investment analysis, tax planning, and estate planning.Key...
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Licensed Insurance Professional
4 weeks ago
Albuquerque, New Mexico, United States Lumina Financial Solutions Full timeJob OverviewLumina Financial Solutions is seeking a skilled and motivated individual to join our team as a Licensed Life Insurance Agent. As a key member of our sales team, you will be responsible for providing exceptional customer service and selling insurance products to clients.Key Responsibilities:Meet with clients to discuss their insurance needs and...
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Senior Financial Analyst
3 weeks ago
Albuquerque, New Mexico, United States Kelly Services Full timeJob SummaryWe are seeking a highly skilled Staff Accountant to join our team at Kelly Services. As a Staff Accountant, you will be responsible for providing financial support to our clients, ensuring accurate and timely financial reporting, and maintaining compliance with GAAP.Key Responsibilities:Full understanding of GAAP and financial...
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Financial Services Representative
4 weeks ago
Albuquerque, New Mexico, United States Fidelity Investments Full timeLaunch Your Career with Fidelity InvestmentsAre you ready to embark on a rewarding career at Fidelity Investments? We're seeking talented individuals to join our customer service team in Albuquerque, NM. This role requires a balance of remote and on-site work, with opportunities to develop your skills and advance your career.What You'll DoProvide exceptional...
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Financial Services Representative
3 weeks ago
Albuquerque, New Mexico, United States Fidelity Investments Full timeJob Description:We are seeking a highly motivated and customer-focused individual to join our team as a Financial Customer Associate. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.In this role, you will have the opportunity to work with a diverse range of clients, providing...