Wealth Advisor Associate - Client-Focused Growth

Raymond James; Albuquerque (NM); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical benefits

Retirement plan

Paid time off

Job summary

Prevender Financial Services is seeking an Associate Wealth Advisor to join our team. This role focuses on building and maintaining strong client relationships, coordinating with the financial advisor, and delivering personalized service.

Ideal candidate has 5+ years of experience, a Bachelor's degree, and relevant licenses (SIE, Series 7, 66). Onsite work with a collaborative culture and opportunities for growth.

Qualifications

• Licenses required: SIE, Series 7, 66, or equivalent.
• Bachelor’s degree in a related field.
• 5+ years of industry experience in wealth advisory or financial services.

Responsibilities

• Proactively manage and deepen relationships with assigned clients, ensuring timely and effective communication.
• Be the main point of contact for client needs and address concerns.
• Schedule and facilitate client meetings to review portfolios, performance, and goals.
• Assist the financial advisor with note-taking, documentation, and email management.
• Ensure compliance standards for client documentation and communication.
• Contribute to high-level strategy by handling administrative work related to client meetings.

Skills

CRM software

Microsoft Office Suite

Effective communication

Investment concepts

Financial planning software

Financial markets knowledge

Trading terminology

AI tools

Education

Bachelor’s degree

Job description

Prevender Financial Services is seeking an Associate Wealth Advisor to join our team. This role focuses on building and maintaining strong client relationships, coordinating with the financial advisor, and delivering personalized service.

Ideal candidate has 5+ years of experience, a Bachelor's degree, and relevant licenses (SIE, Series 7, 66). Onsite work with a collaborative culture and opportunities for growth.