Top 158 Client advisor Jobs in Los Lunas, Nm

Client Service Associate (Hybrid Work Option)
Wealth Enhancement Group —Albuquerque, NM
- $42,500 - $63,750 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Licensed Sales Professional (LSP) - NM
Allstate —New Mexico
- $36,000 - $100,000 a year
- Full-time
- In-person
- Communication skills
- Entry level
Tax Manager
Sabio Systems —Albuquerque, NM
- $125,000 - $130,000 a year
- Full-time
- CPA
- Research
- Office
- Health insurance
- 401(k)
Quick Apply
Wealth Management Trainee (NM)
Bankers Life —Albuquerque, NM
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Experienced Insurance Sales Representative
Christian Slayton Insurance Agency —Albuquerque, NM
- $36,000 - $150,000 a year
- Full-time
- Mid-level
- Business development
- Leadership
- Opportunities for advancement
Quick Apply
Financial Advisor
MassMutual - New Mexico —Albuquerque, NM
- $75,000 - $150,000 a year
- Full-time
- Background check
- Sales
- No experience needed
- Health savings account
- Health insurance
Quick Apply
Experienced Auto Tech – Trusted Family Shop for 17 Years ($100K+ Potential / Weekends Off /Benefits)
One Stop Auto Care —Albuquerque, NM
- $80,000 - $100,000 a year
- Full-time
- ASE Certification
- Mid-level
- 3 years
- Paid training
- Paid holidays
Quick Apply
Financial Advisor
First Command —Albuquerque, NM
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
1d
Life Insurance Advisor (W2) Remote
Insurance Supermarket Inc. —New Mexico
- $38,500 - $160,000 a year
- Full-time
- Computer literacy
- Mid-level
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Client Success Representative (Remote)
Demand.com —Albuquerque, NM
- Remote
- Mid-level
- Communication skills
- Time management
Quick Apply
Client Advisor
Garcia Honda —Albuquerque, NM
- $3,500 - $5,000 a month
- Full-time
- Hospitality
- Dealership
- Entry level
- Paid training
- Dental insurance
Quick Apply
HRC Consultant
redw —Albuquerque, NM
- $66,120 - $99,180 a year
- Email
- Remote
- Mid-level
- Business development
- Analysis skills
- Health savings account
- Health insurance
Quick Apply
Human Performance Advisor
Battelle —Kirtland AFB, NM
- Full-time
- Hybrid work
- Physical & Rehabilitation Medicine
- Office
- Senior level
- Wellness program
- Health insurance
Career-Transition Partnership - For Advisors Approaching Reduced Production
WealthBridge Financial Group —Los Lunas, NM
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Project Manager, Permitting [New Mexico]
Pulley —Albuquerque, NM
- $120,000 - $140,000 a year
- Full-time
- Remote
- Continuous improvement
- Construction experience
- Senior level
Financial Advisor - New Mexico (Career Changer / New to Industry)
WealthBridge Financial Group —Los Lunas, NM
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
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
Experienced Financial Advisor - Independent Platform, Full Book Portability
WealthBridge Financial Group —Los Lunas, NM
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor - Veteran Transition Program (Arizona & New Mexico)
WealthBridge Financial Group —Albuquerque, NM
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Service Delivery Optimization Consultant - West Coast
Phamily —Albuquerque, NM
- Full-time
- Hybrid work
- Nursing
- 5 years
- Bachelor's degree
- Paid parental leave
- Health insurance

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client advisor jobs near los lunas, nm

Client Service Associate (Hybrid Work Option)

Wealth Enhancement Group -
Albuquerque, NM

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Job Details

Full-time
$42,500 - $63,750 a year

Benefits

Profit sharing
Paid parental leave
Health savings account
Caregiver leave
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Parental leave
Vision insurance
401(k) matching
Pet insurance

Qualifications

Financial services
Productivity software

Full Job Description

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

Our Albuquerque, NM office is hiring a Client Service Associate. This role serves as the liaison between the client and the Financial Advisor (FA). You will work with all aspects of the client experience, including financial paperwork and financial account review preparation. This role is a critical position within our office, responsible for driving the team culture by delivering exceptional service and support to clients, external partners, and internal advisors. This individual should bring a foundation of basic financial knowledge, have keen attention to detail, and be able to manage multiple tasks and priorities efficiently.

After successful completion of training, this role will transition to a hybrid schedule, with an expectation of three days per week in the office and two days working remotely.

In the spirit of pay transparency, we are excited to share the base salary range for this position: $42,500.00 to $50,000.00, exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so let’s have one.

Primary Job Functions

New Client Onboarding

Ensures accurate completion of prospect / new client paperwork/set up
Follow up on funds transfer from surrendering company
Maintains (CRM) database and client files
Research and follow up on any issues with the Broker/Dealer, WEG Operations, and vendors
Record incoming assets to the appropriate blotting tool

Client Relationship Management

Dialogues with client to understand their personal history and current financial needs and communicates to the advisor or handles issue resolution
Prepares account transactions, trades, deposits, withdrawals, RMDs, etc.
Completes any review follow up needs for client
May work with client’s tax or legal counsel on client concerns
Conducts Tax Research (1099s)

Team and Corporate Support

Assists Advisor Team Operations to streamline processes
Completes operational projects to support enhancements and changes
Communicates process and sales updates to team
Manages vendors to Service Level Agreements

Industry/Company Knowledge

Demonstrates knowledge and can accurately execute against WEG’s Suitability Guidelines, operational processes, and sales model
Understands financial terminology and products
Attends Client Services and company educational events

Education/Qualifications

4-year college degree preferred
2+ years' experience within financial services, specifically wealth management firms is required
Superior verbal and written communication skills required
Proficient with Microsoft Office Suite or related software required
Familiarity with Salesforce preferred
Ability and interest to learn financial concepts and products
Ability to work as a team member with deadlines, be flexible under pressure and prioritize work

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified at Associate level is $42,500.00 to $63,750.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.

#LI-JV1

#LI-ONSITE

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Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

Training and professional development
Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

Apply Now

Refine Your Search

client advisor jobs in los lunas, nm

Client Service Associate (Hybrid Work Option)

Licensed Sales Professional (LSP) - NM

Tax Manager

Wealth Management Trainee (NM)

Experienced Insurance Sales Representative

Financial Advisor

Experienced Auto Tech – Trusted Family Shop for 17 Years ($100K+ Potential / Weekends Off /Benefits)

Financial Advisor

Life Insurance Advisor (W2) Remote

Client Success Representative (Remote)

Client Advisor

HRC Consultant

Human Performance Advisor

Career-Transition Partnership - For Advisors Approaching Reduced Production

Project Manager, Permitting [New Mexico]

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

Private Banker I

Experienced Financial Advisor - Independent Platform, Full Book Portability

Financial Advisor - Veteran Transition Program (Arizona & New Mexico)

Service Delivery Optimization Consultant - West Coast

I want to receive the latest job alert for client advisor in los lunas, nm

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