Top 7 Brokerage associate Jobs in Albuquerque Nm

Private Banker I
UMB Financial Corporation —Albuquerque, NM
- $83,810 - $131,550 a year
- Email
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Health insurance
Commissioning Field Specialist I
DLB Associates —Albuquerque, NM
- $99,750 - $120,225 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Engineering
- Mid-level
- Paid parental leave
- Health savings account
Front Desk Receptionist- Broker Concierge
IDO ALBUQUERQUE, LTD —Albuquerque, NM
- $17 - $19 an hour
- Google Workspace
- Office
- Guest services
Quick Apply
Commissioning Field Technician III
DLB Associates —Albuquerque, NM
- $78,750 - $95,812 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Engineering
- Mid-level
- Paid parental leave
- Health savings account
Producer - Surety - Albuquerque, NM
USI Holdings Corporation —Albuquerque, NM
- Children
- Senior level
- Communication skills
- Wellness program
- Health savings account
P&C Producer
USI Holdings Corporation —Albuquerque, NM
- Research
- Mid-level
- 3 years
- Wellness program
- Health savings account

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Commissioning Field Specialist I
DLB Associates —Albuquerque, NM
Must have a valid driver’s license and ability to rent vehicles. Minimum five years’ additional experience with installation, hands-on testing, validation and…
$99,750 - $120,225 a year
Commissioning Field Technician III
DLB Associates —Albuquerque, NM
Must have a valid driver’s license and ability to rent vehicles. A minimum of two years’ experience with installation, hands-on testing, validation and…
$78,750 - $95,812 a year

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brokerage associate jobs near albuquerque nm

Private Banker I

UMB Financial Corporation -
Albuquerque, NM

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Job Details

Full-time
$83,810 - $131,550 a year

Benefits

Paid holidays
Health insurance
Dental insurance
Flexible spending account
Tuition reimbursement
Paid time off
Adoption assistance
Employee assistance program
Vision insurance
401(k) matching
Gym membership

Qualifications

Customer communication
Wealth management
Microsoft Excel
Microsoft Outlook
Mortgage lending
Presentations for conferences or internal meetings
Financial statement analysis
Managing clients in a lending role
Sales presentations
Driver's License
Financial report interpretation
Customer engagement
Financial product expertise
Financial statement interpretation
Industry knowledge of retail banking
Customer complaint resolution

Full Job Description

Duties & Responsibilities

The Private Banker I (PBI) sources & maintain relationships with high-net-worth clientele. The PBI primarily delivers private banking credit and deposit solutions and may comanage and partner alongside a Senior Private Banker as assigned. Additionally, will partner with wealth management, retail, commercial banking & other lines of business to provide financial solutions across the UMB footprint through an exclusive delivery model.

Duties will include:

Call on prospective and existing high-net-worth clients to develop new business.
Possess and maintain industry knowledge of trends, products, technology, and competition.
Execute an ongoing proactive client contact strategy utilizing Salesforce tool.
Take active or leadership role in community, civic, and/or charitable organizations and events.
Actively participate with wealth team in development of key customer plans & reviews.
Develop relationship with COI’s (i.e. realtors, attorneys, financial advisors, accountants) that will generate business opportunities.
Participation and attendance at meetings and functions as assigned.
Engage with clients through company sponsored activities and events.
Meet individual/team performance and operational goals
Other duties as assigned.

Requirements

MINIMUM:

College degree or 7 years of experience in direct financial sales
3 years of wealth management/banking experience in the financial services industry
Possess valid drivers’ license and have independent transportation
NMLS registration within 90 days

Knowledge & Skills

MINIMUM:

Expertise in mortgage and consumer lending
Strong presentations skills
Excellent verbal and written communication skills
Proficient in use of Microsoft Office (Word, Excel, and Outlook)
Address customer concerns and needs
Ability to work with high net worth clients & prospects of varied backgrounds & experiences
Analyze and interpret client financial statements and tax returns
Demonstrates knowledge of Trust & Bank products & services (i.e. Investments, Insurance, Brokerage, & Retirement Planning)

PREFERRED:

Achievement Orientation
Customer Orientation
Emotional Presence
Impact & Influence
Internal Partnering
Networking
Organizational Awareness
Teamwork

Work Environment

Will travel in assigned territory to functions, businesses, and client homes

Potential Career Options: Private Banker II

Supervision/Management: No direct management responsibilities

Compensation Ranges:

US Employees in California, Washington DC, New Jersey, and New York:

$83,810 - $131,550

US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin:

$76,520 - $120,210

US Employees in all other states not listed above:

$69,230 - $109,120

The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more?
You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to [email protected] to let us know the nature of your request.

If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

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Refine Your Search

brokerage associate jobs in albuquerque nm

Private Banker I

Commissioning Field Specialist I

Front Desk Receptionist- Broker Concierge

Commissioning Field Technician III

Producer - Surety - Albuquerque, NM

P&C Producer

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