Top 11 Financial advisor/wealth Jobs in Santa Fe Nm

Financial Advisor - New Mexico (Career Changer / New to Industry)
WealthBridge Financial Group —Santa Fe, NM
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Experienced Financial Advisor - Independent Platform, Full Book Portability
WealthBridge Financial Group —Santa Fe, NM
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor/Wealth Manager
Professions Inc —Santa Fe, NM
- Mid-level
- Mentoring
- Teaching
Quick Apply
Career-Transition Partnership - For Advisors Approaching Reduced Production
WealthBridge Financial Group —Santa Fe, NM
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Regional Director, Advisory - Central/Western U.S.
Savant —Santa Fe, NM
- $200,000 - $225,000 a year
- Full-time
- Bachelor's degree
- Continuous improvement
- Travel
- Health savings account
- AD&D insurance
Managing Director
WealthBridge Financial Group —Santa Fe, NM
- $125,000 - $195,000 a year
- Full-time
- Hybrid work
- 3 years
- Mentoring
- US work authorization
Quick Apply
Partner, Tax
Carr, Riggs & Ingram, LLC —Santa Fe, NM
- CPA
- Office
- Mentoring
Quick Apply

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Wealth Planning Advisor
WealthBridge Financial Group —Dublin, OH
You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Strong analytical and problem-solving skills.
$100,000 - $150,000 a year
Quick Apply
Associate Financial Advisor
Transcend Practice Management —Columbus, OH
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office.
$110,000 - $130,000 a year
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financial advisor/wealth jobs near santa fe nm

Financial Advisor - New Mexico (Career Changer / New to Industry)

WealthBridge Financial Group -
Santa Fe, NM

Quick Apply

Job Details

Full-time
$125,000 - $150,000 a year

Benefits

Disability insurance
Health insurance
Dental insurance
Vision insurance
401(k) matching
Opportunities for advancement

Qualifications

Customer relationship building
Bachelor's degree
Client retention
Data interpretation

Full Job Description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.

As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.

Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you.

Requirements

Bachelor's degree in finance, accounting, or a related field.
Experience in financial consulting or a similar role is preferred.
Strong analytical and problem-solving skills.
Excellent communication and interpersonal skills to effectively connect with clients.
Deomonstrated ability to build and maintain client relationships.
Licenses or certifications in financial planning are a plus.

Benefits

Top-tier health coverage including medical, dental, and vision plans for you and your dependents
401(k) retirement plan with company match to help you build long-term security
Life and disability insurance for added peace of mind
Employee wellness programs and mental health resources
Career growth opportunities and ongoing training support

Quick Apply

Refine Your Search

financial advisor/wealth jobs in santa fe nm

Financial Advisor - New Mexico (Career Changer / New to Industry)

Experienced Financial Advisor - Independent Platform, Full Book Portability

Financial Advisor/Wealth Manager

Career-Transition Partnership - For Advisors Approaching Reduced Production

Regional Director, Advisory - Central/Western U.S.

Managing Director

Partner, Tax

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