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Senior Wealth Advisor – Client-Focused Financial Planning

Job in Santa Fe, Santa Fe County, New Mexico, 87503, USA
Listing for: Merrill Lynch
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 48000 - 200000 USD Yearly USD 48000.00 200000.00 YEAR
Job Description & How to Apply Below
A leading wealth management firm is seeking an Experienced Advisor in Santa Fe, NM. This full-time on-site position involves managing client relationships and providing customized financial planning and investment strategies. Key responsibilities include developing client portfolios, analyzing market trends, and consulting on retirement and estate planning. The ideal candidate will have relevant experience, strong communication skills, and necessary financial licenses.

Competitive salary range is $48,000 to $200,000, with opportunities for referrals to enhance interview prospects.
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Position Requirements
10+ Years work experience
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