Associate Wealth Advisor — Elevate Client Portfolios

Fwainvest; Albuquerque (NM); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical

Retirement

PTO + Market Holidays

Job summary

Prevender Financial Services seeks an Associate Wealth Advisor in Albuquerque, NM to deepen relationships with clients, coordinate meetings, and support the financial advisor with onboarding, reviews, and communications. The role emphasizes personalized client service and strong organizational skills.

The ideal candidate brings 5+ years of industry experience, a Bachelor’s degree, and relevant securities licenses (SIE, Series 7, 66 or equivalent).

Qualifications

• Requires SIE, Series 7, 66 or equivalent.
• Bachelor’s degree required.
• 5+ years of industry experience.
• Onsite workstyle

Responsibilities

• Proactively manage and deepen relationships with assigned clients, ensuring timely and effective communication and service.
• Be the main point of contact for assigned client needs and ensure all client concerns are addressed.
• Schedule, attend, and facilitate client meetings to review portfolios, performance, and goals.
• Manage client referrals and onboarding into the firm.
• Conduct quarterly and annual client reviews to align financial goals.
• Provide market updates and portfolio performance information to clients.

Skills

Client Relationship Management

Microsoft Office Suite

Effective communication

Education

Bachelor’s degree

Tools

Microsoft Office Suite

Job description

Prevender Financial Services seeks an Associate Wealth Advisor in Albuquerque, NM to deepen relationships with clients, coordinate meetings, and support the financial advisor with onboarding, reviews, and communications. The role emphasizes personalized client service and strong organizational skills.

The ideal candidate brings 5+ years of industry experience, a Bachelor’s degree, and relevant securities licenses (SIE, Series 7, 66 or equivalent).