Wealth Advisor Associate: Client & Strategy
Job in
Albuquerque, Bernalillo County, New Mexico, 87101, USA
Listed on 2026-07-14
Listing for:
130 Raymond James Financial Services, Inc.
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Prevender Financial Services, LLC is seeking an Associate Wealth Advisor to advance client relationships and support the investment process. The role emphasizes proactive relationship management, meeting coordination, and tailored service aligned with clients' financial goals.
You will assist the financial advisor, handle documentation, and ensure regulatory compliance while delivering personalized guidance and insight on market trends and portfolio performance.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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