Associate Wealth Advisor — Elevate Client Portfolios
Job in
Albuquerque, Bernalillo County, New Mexico, 87101, USA
Listed on 2026-07-14
Listing for:
Fwainvest
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
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).
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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