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Real Time Trader I-Sr
TXNM Energy
Finance representative job in Albuquerque, NM
Real Time Trader Sr. Salary Grade: G05 Minimum Midpoint Maximum $90,316 - $121,926 - $153,53 Given the financial nature of this position, this position has been defined as a position requiring a credit check. Prior to being hired, promoted, or transferred into the position, the candidate must successfully pass a credit background check. SUMMARY: Ensures that PNMs projected electric customer load demand is met, around-the-clock, in the most economic and efficient manner while adhering to operating system constraints and industry or regulatory guidelines. Maximizes OPN revenues through administration of PNM s wholesale power agreements with third parties and the aggressive marketing of wholesale power products and services in the real-time marketplace. ESSENTIAL DUTIES AND RESPONSIBILITIES: Implements real-time actions to insure stable and reliable operation of the Bulk Electric System Responsible for ensuring compliance with the North American Electric Reliability Corporation Operating Standards and other regional standards Projects the total hourly customer demand, including daily system peak Procures economic, adequate, reliable resources to serve customer demand Responds to generation outages by urgently procuring alternative economic resources Procures economical spinning, operating and ready, system reserve requirements Responds to generation disturbances within established regulatory, industry, reserve sharing groups, and company standards to assure a continuous supply of electricity to customers Provides power schedule interchange information to the System Operator for use in Control Area administration Negotiates product, price, quantity, terms, etc., under available agreements to buy, sell, or swap wholesale power with regional, national utilities, and other power marketing entities Supports the Wholesale Power Marketing Team by developing leads to expand pre-scheduling, intermediate, and long-term market opportunities Establishes and maintains positive business relationships with counterparts at regional or national utilities and marketer organizations Establishes and maintains tracking mechanisms to properly confirm and document billings, etc. Resolves interchange scheduling and pricing disputes with utility and power marketing entity counterparts Administers wholesale power contracts Secures transmission paths as necessary for power purchase and sale activities Ability to direct the work of other Real-Time Traders and assist in training new employees and/or trainees as part of on-the-job training. COMPETENCIES: In-depth understanding of the competitive wholesale electricity marketplace, including the effects from market dynamics such as delivery limitations, regional supply and demand, daily or seasonal diversities, reliability aspects, fuel considerations, etc. Advanced interpersonal skills to build and maintain positive business relationships with dozens of potential wholesale customers with competing business interests Excellent analytical skills to properly assess complex technical and economic variables and the capability to make fast and accurate decisions based on the conclusions reached Excellent negotiating skills The ability to perform under considerable stress induced by a highly competitive environment, impending deadlines, emergency situations and work rotating shifts covering 24 hours/day and 7 days/week, every day of the year with extra and/or irregular hours including weekend and holidays. Ability to adapt to revised schedules on short notice and changes in methods and priorities of work. In-depth knowledge of the interconnected bulk power generation and transmission network and the operational aspects of that network QUALIFICATIONS MINIMUM EDUCATION AND/OR EXPERIENCE: Bachelor's degree from four-year college or university in Marketing, Business, Finance, Economics or Engineering with five to seven years of related experience, or equivalent combination of education and/or experience related to the discipline. CERTIFICATES, LICENSES, REGISTRATIONS: NERC System Operator Certification preferred. COMMUNICATION SKILLS: Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals Ability to write routine reports and correspondence Ability to speak effectively before groups of customers or employees of organization MATHEMATICAL SKILLS: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume Ability to apply concepts of basic algebra and geometry COMPUTER SKILLS: In depth working knowledge of personal computer and standard business office applications including Microsoft Office Suite, industry specific software and other related applications. ANALYSIS AND PROBLEM-SOLVING ABILITY: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. SCOPE AND IMPACT: Resulting work product will be used by the System Operator for operation of the Companys interconnected system and by the Energy Analysis group for billing and accounting purposes. PHYSICAL DEMANDS: While performing the duties of this job, the employee is regularly required to sit up to 2/3 of the time. The employee must occasionally lift and/or move up to 10 pounds. WORK ENVIRONMENT: All of these duties are performed indoors and at a desk, operating office equipment. Real Time Trader I Salary Grade: G07 Minimum Midpoint Maximum $69,581 - $92,194 - $114,808 Given the financial nature of this position, this position has been defined as a position requiring a credit check. Prior to being hired, promoted, or transferred into the position, the candidate must successfully pass a credit background check. SUMMARY: Under general supervision, ensures that PNM's projected electric customer load demand is met, around-the-clock, in the most economic and efficient manner while adhering to operating system constraints and industry or regulatory guidelines. ESSENTIAL DUTIES AND RESPONSIBILITIES: Responsible for ensuring compliance with the North American Electric Reliability Corporation Operating Standards and other regional standards Responds to generation disturbances within established regulatory, industry, reserve sharing groups, and company standards to assure a continuous supply of electricity to customers Responds to generation outages by urgently procuring alternative economic resources Implements real-time actions to insure stable and reliable operation of the Bulk Electric System Procures economical spinning, operating and ready, system reserve requirements Provides power schedule interchange information to the System Operator for use in Control Area administration. Negotiates product, price, quantity, terms, etc., under available agreements to buy, sell, or swap wholesale power with regional, national utilities, and other power marketing entities Supports the Wholesale Power Marketing Team by developing leads to expand pre-scheduling and intermediate and long-term market opportunities Establishes and maintains positive business relationships with counterparts at regional or national utilities and marketer organizations Establishes and maintains tracking mechanisms to properly confirm and document billings, etc. Resolves interchange scheduling and pricing disputes with utility and power marketing entity counterparts Administers PNM's wholesale power contracts Secures transmission paths as necessary for power purchase and sale activities COMPETENCIES: General understanding of the competitive wholesale electricity marketplace, including the effects from market dynamics such as delivery limitations, regional supply/demand, daily/seasonal diversities, reliability aspects, fuel considerations, etc. Analytical skills to properly assess complex technical and economic variables and the capability to make fast and accurate decisions based on the conclusions reached. The ability to perform under considerable stress induced by a highly competitive environment, impending deadlines, emergency situations and work rotating shifts with irregular hours including weekend and holidays and are subject to change at any time. The hours of work are structured as rotating shift coverage 24 hours/day and 7 days/week, every day of the year, and are subject to change at any time. General knowledge of the interconnected bulk power generation and transmission network and the operational aspects of that network. QUALIFICATIONS MINIMUM EDUCATION AND/OR EXPERIENCE: Bachelor's degree from four-year college or university in Marketing, Business, Finance, Economics or Engineering with zero to two years of related experience, or equivalent combination of education and/or experience related to the discipline. COMMUNICATION SKILLS: Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization. MATHEMATICAL SKILLS: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry. ANALYSIS AND PROBLEM-SOLVING ABILITY: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. COMPUTER SKILLS: Working knowledge of personal computer and standard business office applications including Microsoft Office Suite, and other related applications; adaptability to industry specific software. PHYSICAL DEMANDS: While performing the duties of this job, the employee is regularly required to sit up to 2/3 of the time. The employee must occasionally lift and/or move up to 10 pounds. WORK ENVIRONMENT: All of these duties are performed indoors and at a desk, operating office equipment. JOB DESCRIPTION Real Time Trader II Salary Grade: G06 Minimum Midpoint Maximum $78,537 - $106,024 - $133,511 Given the financial nature of this position, this position has been defined as a position requiring a credit check. Prior to being hired, promoted, or transferred into the position, the candidate must successfully pass a credit background check. SUMMARY: Under general supervision, ensures that PNM s projected electric customer load demand is met, around-the-clock, in the most economic and efficient manner while adhering to operating system constraints and industry or regulatory guidelines, by performing the following duties. ESSENTIAL DUTIES AND RESPONSIBILITIES: Responsible for ensuring compliance with the North American Electric Reliability Corporation Operating Standards and other regional standards Responds to generation disturbances within established regulatory, industry, reserve sharing groups, and company standards to assure a continuous supply of electricity to customers Responds to generation outages by urgently procuring alternative economic resources. Implements real-time actions to insure stable and reliable operation of the Bulk Electric System Procures economical spinning, operating and ready, system reserve requirements. Provides power schedule interchange information to the System Operator for use in Control Area administration Negotiates product, price, quantity, terms, etc., under available agreements to buy, sell, or swap wholesale power with regional, national utilities, and other power marketing entities Supports the Wholesale Power Marketing Team by developing leads to expand pre-scheduling and intermediate and long-term market opportunities. Establishes and maintains positive business relationships with counterparts at regional or national utilities and marketer organizations. Establishes and maintains tracking mechanisms to properly confirm and document billings, etc. Resolves interchange scheduling and pricing disputes with utility and power marketing entity counterparts. Administers PNM s wholesale power contracts Secures transmission paths as necessary for power purchase and sale activities Assist with and demonstrate job responsibilities as part of on-the-job training of co-workers. COMPETENCIES: In depth understanding of the competitive wholesale electricity marketplace, including the effects from market dynamics such as delivery limitations, regional supply/demand, daily/seasonal diversities, reliability aspects, fuel considerations, etc. Analytical skills to properly assess complex technical and economic variables and the capability to make fast and accurate decisions based on the conclusions reached. The ability to perform under considerable stress induced by a highly competitive environment, impending deadlines, emergency situations and work rotating shifts covering 24 hours/day and 7 days/week, every day of the year with extra and/or irregular hours including weekend and holidays. Ability to adapt to revised schedules on short notice and changes in methods and priorities of work. Working knowledge of the interconnected bulk power generation and transmission network and the operational aspects of that network. QUALIFICATIONS MINIMUM EDUCATION AND/OR EXPERIENCE: Bachelor's degree (B.A.) from four-year college or university in Marketing, Business, Finance, Economics or Engineering with two to five years related experience, or equivalent combination of education and/or experience related to the discipline. CERTIFICATES, LICENSES, REGISTRATIONS: NERC System Operator Certification preferred. COMMUNICATION SKILLS: Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization. MATHEMATICAL SKILLS: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry. ANALYSIS AND PROBLEM-SOLVING ABILITY: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. COMPUTER SKILLS: To perform this job successfully, an individual should have a working knowledge of personal computer and standard business office applications including Microsoft Office Suite, industry specific software and other related applications. PHYSICAL DEMANDS: While performing the duties of this job, the employee is regularly required to sit up to 2/3 of the time. The employee must occasionally lift and/or move up to 10 pounds. WORK ENVIRONMENT: All of these duties are performed indoors and at a desk, operating office equipment SAFETY AND ADA STATEMENT Safety Statement: Safety is a core value at (TXNM Energy/PNM/TNMP) and our vision, "everyone goes home safe", reflects our commitment to promoting an environment conducive to learning, improving and building safety practices. Our safety value is built upon the belief that every employee deserves to work in an environment free from harm. Americans with Disabilities Act (ADA) Statement: If you require assistance with the job application process due to a disability, please contact HR ADA Analyst, at ************.
$90.3k-121.9k yearly 7d ago

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Financial Planner
The Perillo Group
Finance representative job in Albuquerque, NM
Develop customized financial plans to help clients achieve their financial goals. Provide guidance on investment strategies, retirement planning, and risk management. Analyze clients' financial situations and recommend suitable solutions. Stay updated on financial trends, regulations, and products. Build and maintain long-term relationships with clients. Requirements: Bachelor's degree in Finance, Economics, or related field. Certified Financial Planner (CFP) designation preferred. Proven experience in financial planning or advising role. Excellent communication and interpersonal skills. Strong analytical and problem-solving abilities. Benefits: Competitive salary and performance-based bonuses. Healthcare benefits and retirement plans. Ongoing training and professional development opportunities. Potential for career advancement within the company.
$46k-91k yearly est. 33d ago
Private Client Banker - (New Build) Unser Blvd and Trebor Way - Albuquerque, NM
Jpmorgan Chase 4.8
Finance representative job in Rio Rancho, NM
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be eligible + Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs + Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs + Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week + Adheres to policies, procedures, and regulatory banking requirements **Required qualifications, capabilities, and skills** + Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation + Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role + Compliance with Dodd Frank/Truth in Lending Act* + High school degree, GED, or foreign equivalent + Adherence to policies, procedures, and regulatory banking requirements + Ability to work branch hours, including weekends and some evenings **Preferred qualifications, capabilities, and skills** + Excellent communication skills + College degree or military equivalent + Experience cultivating relationships with affluent clients + Strong team orientation with a commitment of long-term career with the firm **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ************************************************************************** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
$49k-95k yearly est. 8d ago
Personalized Journey Advisor
Destinytravel
Finance representative job in Albuquerque, NM
Work closely with clients to design journeys that reflect their interests, comfort level, and travel goals. You'll gather insights during consultations and transform them into organized proposals that include accommodations, activities, transportation, dining, and local experiences. Your role involves listening deeply, asking thoughtful questions, and presenting well-curated options. You'll refine the itinerary as needed, ensuring each recommendation fits the traveler's personality. Travelers rely on your guidance to feel confident and excited about their upcoming trip. Qualities: Listening skills, empathy, excellent writing, organization, adaptability, thoughtful communication.
$36k-72k yearly est. 14d ago
Finance Accounting Internship
Align Technology 4.9
Finance representative job in Belen, NM
What we are looking for... We are seeking a motivated Finance Intern to support our local accounting team in day-to-day operational activities. The intern will assist with BlackLine account reconciliations, preparation of monthly journal entries, expense analysis, and accrual calculations. This role will also support additional accounting tasks as needed. The ideal candidate is detail-oriented, eager to learn, and able to work collaboratively in a fast-paced environment. Typically, you will.... * Support the analysis of how company assets are being used, ensuring they are properly tracked, maintained, and utilized to maximize efficiency and accuracy in reporting. * Assist in identifying, classifying, and organizing various asset categories, ensuring each asset is correctly recorded and aligned with accounting and reporting standards. * Contribute to ensuring the accuracy and precision of asset-related data by reviewing records, validating information, and helping maintain clean and reliable asset documentation.
$31k-41k yearly est. Auto-Apply 33d ago
Private Client Banker - (New Build) Unser Blvd and Trebor Way - Albuquerque, NM
JPMC
Finance representative job in Rio Rancho, NM
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$30k-57k yearly est. Auto-Apply 10d ago
Financial Solutions Advisor Registration Candidate- New Mexico and El Paso, TX Area
Bank of America Corporation 4.7
Finance representative job in Albuquerque, NM
* Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed* At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Work Schedule Monday-Friday +some Saturdays as required Example 8am-5pm Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: * Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and engages potential new clients through referrals or financial center clientele * Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. * Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. * Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Sets and accomplishes goals, achieving whatever you put your mind to. * Builds and nurtures strong relationships. * Collaborates effectively with others to get things done. * Communicates effectively and confidently and is comfortable engaging all clients. * Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. * Likes to learn, adapts to new information and seeks the right solutions for clients. * Efficiently manages your time and capacity. * Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: * Spanish Bilingual Strongly Desired (contingent upon location) * Strong computer skills with an ability to multitask in a demanding environment. * At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your insurance licenses. Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written Communications * Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed* Shift: 1st shift (United States of America) Hours Per Week: 40
$39k-61k yearly est. 39d ago
Financial Advisor
Kirtland Federal Credit Union 4.1
Finance representative job in Albuquerque, NM
Working at Kirtland CU is more than a job-it's a career, and one in the financial world! We pride ourselves on helping our employees learn, grow, and advance in any direction they choose. We offer a highly competitive salary, great benefits package and an energetic, vibrant work environment. We are currently seeking a Wealth Management Advisor to join Kirtland Financial Services! This is a regular, full-time, 100% On-Site position. Join the rest of our teammates and become eligible for a generous benefits package that we offer: • Medical, Dental and Vision Insurance • 401(k) Retirement savings program that includes employer match. • Paid time off with accrual starting from day one. • 11 Paid holidays off during the year! • Tuition Reimbursement for College Degrees • Employee Clothing Advance • Fitness Reimbursement Program • Employee Assistance Program • Short- and Long-Term Disability • Travel Assistance This is what we would like you to do: Serve the financial needs of KCU members utilizing a Total-Needs based selling approach. Help members identify their financial goals and objectives from a comprehensive financial analysis and identify appropriate insurance, securities, loans, deposit, and convenience products that meet the member's goals and objectives. Supports the Credit Union's mission, vision, strategic goals, quality objectives and service standards. Support and provide exceptional internal and external member service at all times. Primary Job Duties: • Assumes responsibility for the effective and professional performance of financial planning, investment/insurance functions, and marketing efforts. • Establish member relationships with continuous periodic reviews and by following account opening procedures. • Implement phases of the Marketing Plan, including the preparation and presentation of seminars for members and prospective members and outbound calls to existing and prospective members, to consistently generate member appointments to help meet or exceed annual goals. • Assumes responsibility for the accurate and efficient performance of department administrative functions. • Promote continual quality improvement; ensure all department policies are effective and responsive to member needs. • Wealth management services are efficiently and effectively provided in accordance with established Credit Union policies and standards and with applicable laws and regulations. Education/Certification: • Four-year college degree is preferred. Business or Insurance degree preferred. • Life/Health Insurance License required. • FINRA Registration: Series 7, Series 63 and Series 65, or Series 66 required. • LUTCF, CLU, ChFC, CRPC or CFP preferred or working towards the completion of one of these programs. Experience Required: • Two plus years of full-time successful financial services sales experience. • Minimum commission income history between $25,000 and $40,000 annually over the last 3 years. Required knowledge, skills and abilities: • Knowledge of Financial Planning principles, retirement accounts, and brokerage operations preferred. • Moderate knowledge of investment/insurance products that include: Mutual Funds, ETFs, Advisory Accounts, General Brokerage, Annuities and Life Insurance preferred. • Commitment to Total Needs Based Sales approach. • Available for all KCU operating hours. • Strong interpersonal skills with the ability to form and maintain positive relationships with employees, members, and insurance/investment companies . • Maintain professional appearance and conduct • Ability to work in a team environment as well as independently • Multi-task oriented • Good phone skills/etiquette • Excellent organizational skills and attention to detail • Strong communication skills both written and verbal. • Demonstrated talent in implementing quality principles. • Problem solving ability of high difficulty • Moderate to high level of skills in the use of the MS Office Suite. • Must have thorough knowledge of securities and insurance regulations. To apply for this exciting opportunity, visit our careers page at ************************** Kirtland Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
$25k-40k yearly Auto-Apply 49d ago
Retail Relationship Banker
Bank of Montreal
Finance representative job in Albuquerque, NM
Application Deadline: 01/25/2026 Address: 2101 Eubank Blvd. NE Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast. Supports customer transactions needs based on customer traffic. Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes. Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines. Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures. Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction. Appropriate lending qualifications and designations. Working knowledge of personal and small business customer needs and solutions. Working knowledge of retail investments and lending products. Experience in financial services is an asset. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience. Passionate commitment to helping our customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary: $41,714.00 - $65,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$41.7k-65k yearly Auto-Apply 21d ago
Financial Services Representative
Worldacceptance
Finance representative job in Albuquerque, NM
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $15 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
$15 hourly Auto-Apply 49d ago
Part-Time Personal Banker
Jobs at Bok Financial
Finance representative job in Albuquerque, NM
Areas of Interest: Consumer Banking Pay Transparency Salary Range: Not Available Application Deadline: 11/14/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial . Bonus Type Formula BasedSummary Are you ready to make a real difference? At BOK Financial, we're passionate about supporting our clients and each other. Join us as a Personal Banker and kickstart your career with our industry-leading Banking Navigator program-a 9-week training program designed to equip you with the skills, knowledge, and confidence to excel. In our 9-week Banking Navigator training program you'll receive hands-on guidance from a dedicated success team. This comprehensive program includes virtual facilitation, self-paced eLearning, on-the-job training, and skill application exercises. Upon graduation, you'll be fully prepared to thrive as a Personal Banker-knowledgeable, confident, and committed to delivering best-in-class service. Start your path to becoming a Personal Banker and help drive long-term growth at BOK Financial. Your banking career begins here! Please note: Your initial training schedule may differ from your regular hours, and you may train at a different location before being permanently assigned to your branch. Job Description The Personal Banker provides the best client experience possible for BOKF's clients. They are empowered and responsible for providing a superior experience on every interaction in a manner that builds a permanently engaged client. Interactions include providing answers or solutions on account activity, teller transactions, digital banking products, debit cards and a variety of other products or processes. The Personal Banker will be able to effectively and efficiently handle client interactions and exceed client expectations. In addition, they will provide a level of support that makes clients feel assured that their needs have been completely and accurately resolved. The Personal Banker may interact with clients in a variety of ways including in person, via phone and may utilize chat, email or other digital communication channels. During your first nine weeks of employment, you will participate in a comprehensive training program. Please note that the training schedule may differ from your regular work schedule, and you may be required to train at a different location before being permanently assigned to a branch. Team Culture We're passionate about what we do and it shows. Working with our peers across the bank to help our clients achieve their financial goals is rewarding. We've created a fun, safe space for you to brainstorm, ask questions, and find solutions. Everyone is encouraged to share their ideas for positive change, no matter what role or level. We support and lift one another up and help each other become better. Recognition, integrity and the desire to help others are our winning combination. How You'll Spend Your Time You will be responsible for delivering exceptional client experience to build, expand, and retain long-term client relationships. While providing consultative conversations to existing and prospective clients you will assess their financial needs and offer bank products and services to help clients accomplish their financial goals. You will open a full range of retail products, including loan products, for new and existing clients by making recommendations during routine banking center service and teller transactions. You will educate new and existing clients about bank services that provide additional convenience such as online banking, Bill Pay, E-Statements, and mobile and ATM deposit capabilities. You will resolve a variety of simple to moderate client problems while ensuring the highest level of client experience and satisfaction. You will provide a variety of teller transactions for clients (i.e., cashes checks, processes checking and savings account withdrawals and balances within standards, etc.) while seeking opportunities to deepen client relationships and identify opportunities to help clients meet their financial goals. You will comply with internal control, audit, security, and compliance policies and procedures and laws and regulations. You will participate in professional development through training, engaging in self-improvement initiatives and skill-building activities to enhance product knowledge, systems knowledge, sales, and client relations skills. This will also be accomplished by actively participating in coaching and feedback sessions by setting goals and achieving results. Education & Experience Requirements This level of knowledge is normally acquired through completion of high school diploma or equivalent and a minimum of 1+ years of sales or customer service experience; a college degree is a plus or equivalent combination of education and experience. Working knowledge of consumer financial products and services Working knowledge of banking, retail sales operations and/or contact center operations including phone, email and chat support Excellent verbal communication skills; effectively and courteously providing customer information, resolving issues and building relationships to gain information by asking appropriate questions Excellent written communication skills demonstrated by professional etiquette, proper grammar and punctuation Problem-solving and conflict resolution skills Ability to follow established standards and use judgment to determine when appropriate to escalate Strong basic math skills (addition, subtraction, multiplication, division) in order to reconcile accounts Working PC application skills including word processing and spreadsheet packages and the ability to learn to use various internal company systems Ability to complete multiple tasks at a time Excellent interpersonal skills including sales and client relations skills, both in-person and via telephone Detail oriented, high degree of accuracy Ability to work in a fast-paced environment & under pressure, as needed Advertising Source Advertising Source SF-IND BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact recruiting_********************* with any questions.
$36k-46k yearly est. Easy Apply 60d+ ago
Insurance Account Representative - State Farm Agent Team Member
Zehra Farooqui-State Farm Agent
Finance representative job in Albuquerque, NM
Job DescriptionBenefits: Bonus based on performance Competitive salary Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As Insurance Account Representative - State Farm Agent Team Member for Zehra Farooqui - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Provide information about insurance products and services. Assist customers with policy applications and renewals. Handle customer inquiries and provide timely responses. Maintain accurate records of customer interactions. QUALIFICATIONS: Communication and interpersonal skills. Detail-oriented and able to multitask. Experience in customer service or sales preferred.
$27k-36k yearly est. 5d ago
Personal Banker Bilingual Albuquerque
W.F. Young 3.5
Finance representative job in Albuquerque, NM
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Bilingual speaking and listening proficiency in Spanish/English Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Must take and pass required language assessment Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Locations: 4411 Carlisle NE ALBUQUERQUE, NM 87107 1800 Eubank Blvd NE ALBUQUERQUE, NM 87112 9390 Coors Blvd NW ALBUQUERQUE, NM 87114 3401 Coors Blvd NW ALBUQUERQUE, NM 87120 6000 Menaul NE ALBUQUERQUE, NM 87110 8100-J Wyoming Blvd ALBUQUERQUE, NM 87113 3801 Fourth NW ALBUQUERQUE, NM 87107 8333 Montgomery NE ALBUQUERQUE, NM 87109 1406 Bridge Blvd. SW ALBUQUERQUE, NM 87105 156 Juan Tabo Blvd. NE ALBUQUERQUE, NM 87123 3022 Central Ave. SE ALBUQUERQUE, NM 87106 550 San Mateo Blvd. SE ALBUQUERQUE, NM 87108 239 W Highway 550 BERNALILLO, NM 87004 Posting End Date: 19 Feb 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$35k-41k yearly est. Auto-Apply 2d ago
Real Time Trader I
TXNM Energy
Finance representative job in Albuquerque, NM
Salary Grade: G07 Minimum Midpoint Maximum $69,581 - $92,194 - $114,808 Given the financial nature of this position, this position has been defined as a position requiring a credit check. Prior to being hired, promoted, or transferred into the position, the candidate must successfully pass a credit background check. SUMMARY: Under general supervision, ensures that PNM's projected electric customer load demand is met, around-the-clock, in the most economic and efficient manner while adhering to operating system constraints and industry or regulatory guidelines. ESSENTIAL DUTIES AND RESPONSIBILITIES: Responsible for ensuring compliance with the North American Electric Reliability Corporation Operating Standards and other regional standards Responds to generation disturbances within established regulatory, industry, reserve sharing groups, and company standards to assure a continuous supply of electricity to customers Responds to generation outages by urgently procuring alternative economic resources Implements real-time actions to insure stable and reliable operation of the Bulk Electric System Procures economical spinning, operating and ready, system reserve requirements Provides power schedule interchange information to the System Operator for use in Control Area administration. Negotiates product, price, quantity, terms, etc., under available agreements to buy, sell, or swap wholesale power with regional, national utilities, and other power marketing entities Supports the Wholesale Power Marketing Team by developing leads to expand pre-scheduling and intermediate and long-term market opportunities Establishes and maintains positive business relationships with counterparts at regional or national utilities and marketer organizations Establishes and maintains tracking mechanisms to properly confirm and document billings, etc. Resolves interchange scheduling and pricing disputes with utility and power marketing entity counterparts Administers PNM's wholesale power contracts Secures transmission paths as necessary for power purchase and sale activities COMPETENCIES: General understanding of the competitive wholesale electricity marketplace, including the effects from market dynamics such as delivery limitations, regional supply/demand, daily/seasonal diversities, reliability aspects, fuel considerations, etc. Analytical skills to properly assess complex technical and economic variables and the capability to make fast and accurate decisions based on the conclusions reached. The ability to perform under considerable stress induced by a highly competitive environment, impending deadlines, emergency situations and work rotating shifts with irregular hours including weekend and holidays and are subject to change at any time. The hours of work are structured as rotating shift coverage 24 hours/day and 7 days/week, every day of the year, and are subject to change at any time. General knowledge of the interconnected bulk power generation and transmission network and the operational aspects of that network. QUALIFICATIONS MINIMUM EDUCATION AND/OR EXPERIENCE: Bachelor's degree from four-year college or university in Marketing, Business, Finance, Economics or Engineering with zero to two years of related experience, or equivalent combination of education and/or experience related to the discipline. COMMUNICATION SKILLS: Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization. MATHEMATICAL SKILLS: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry. ANALYSIS AND PROBLEM-SOLVING ABILITY: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. COMPUTER SKILLS: Working knowledge of personal computer and standard business office applications including Microsoft Office Suite, and other related applications; adaptability to industry specific software. PHYSICAL DEMANDS: While performing the duties of this job, the employee is regularly required to sit up to 2/3 of the time. The employee must occasionally lift and/or move up to 10 pounds. WORK ENVIRONMENT: All of these duties are performed indoors and at a desk, operating office equipment. SAFETY AND ADA STATEMENT Safety Statement: Safety is a core value at (TXNM Energy/PNM/TNMP) and our vision, "everyone goes home safe", reflects our commitment to promoting an environment conducive to learning, improving and building safety practices. Our safety value is built upon the belief that every employee deserves to work in an environment free from harm. Americans with Disabilities Act (ADA) Statement: If you require assistance with the job application process due to a disability, please contact HR ADA Analyst, at ************.
$69.6k-92.2k yearly 7d ago
Private Client Banker - (New Build) Unser Blvd and Trebor Way - Albuquerque, NM
Jpmorganchase 4.8
Finance representative job in Albuquerque, NM
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$49k-96k yearly est. Auto-Apply 10d ago
Financial Solutions Advisor- New Mexico and El Paso, TX Area
Bank of America Corporation 4.7
Finance representative job in Albuquerque, NM
* Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed* At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Work Schedule Monday-Friday +some Saturdays as required Example 8am-5pm Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: * Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and engages potential new clients through referrals or financial center clientele * Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. * Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. * Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Sets and accomplishes goals, achieving whatever you put your mind to. * Builds and nurtures strong relationships. * Collaborates effectively with others to get things done. * Communicates effectively and confidently and is comfortable engaging all clients. * Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. * Likes to learn, adapts to new information and seeks the right solutions for clients. * Efficiently manages your time and capacity. * Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: * Spanish Bilingual Strongly Desired (contingent upon location) * Strong computer skills with an ability to multitask in a demanding environment. * At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your insurance licenses. Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written Communications * Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed* Shift: 1st shift (United States of America) Hours Per Week: 40
$39k-61k yearly est. 39d ago
Financial Services Representative (Overstaff)
Worldacceptance
Finance representative job in Albuquerque, NM
World Finance, a five-time winner of the Top Workplaces USA award and Newsweek's America's Greatest Workplaces for Parents & Families in 2025, helps customers meet their financial needs and unlock their financial good. We're seeking an Overstaff Financial Services Representative to join our dynamic team and support multiple branches as needed. In this role, you'll step in where you're most needed, providing exceptional service, building relationships with customers, and helping them achieve their financial goals. As an Overstaff FSR, you're a flexible problem-solver, a trusted team player, and the welcoming face of World Finance wherever you go. The Overstaff Financial Services Representative (FSR) provides critical onsite support to multiple branch locations within an assigned region. This position assists Branch Managers in maintaining smooth operations, delivering exceptional customer service, and ensuring branches meet growth goals. The Overstaff FSR steps in where needed to uphold company standards, provide seamless customer experiences, and strengthen branch performance. Hourly Pay: $15 What You'll Do: Provide onsite support to multiple branches as assigned, filling in for open or short-staffed positions. Guide customers toward upward credit mobility through responsible financial choices. Deliver top-tier customer service by assisting with questions, concerns, and available products. Process and prepare loan applications, documents, and renewals accurately. Take and process customer payments. Prepare and execute loan closings on current and renewal loans. Balance assigned cash drawer daily and ensure all transactions are accurate. Complete daily branch bank deposits and, as needed, transport funds to and from the bank. Maintain strong customer relationships and represent the company's values in every branch supported. Collaborate with Branch Managers and team members to meet performance goals. Other duties include but are not limited to: Calling approved and unmade applications to close loans daily. Supporting tax services and helping build tax clientele. Sending complete and accurate credit denial letters within 30 days from the date of application. Paying branch expenses as instructed by the Branch Manager. Travel Requirements & Coverage Area: Reliable transportation for daily travel to assigned branches and bank deposits. Daily travel between branches will be required; specific coverage areas can be discussed with the hiring manager. Team members are compensated for authorized travel time in accordance with company policy, including overtime calculations where applicable. Mileage reimbursement is provided for business use of personal vehicles, excluding normal commuting. Experience That Will WOW Us! Demonstrated self-confidence, organization, and adaptability. A history of kindness, compassion, and helping others succeed. A mindset focused on quality, problem-solving, and openness to new ideas. Team-oriented approach - willing to pitch in, learn, and lead by example. Basic computer proficiency and comfort learning new systems. Valid driver's license and access to a dependable vehicle. Why World? Growth-minded culture: 80% of our Financial Services Representatives are promoted to management. Proven career paths: 75% of our Operations Executives began in similar roles. Community connection: Paid volunteer hours each year to give back. Comprehensive benefits: Health, dental, vision, and life insurance available to full-time team members beginning the 1st of the month following 30 days. Work-life balance: Paid holidays, vacation time, and 401(k) with company match. Belonging & purpose: Join a team built on respect, collaboration, and genuine care. Be home for dinner: Your life outside of work is a priority. Make an impact: Help customers build stronger financial futures every day. Who Is World? Since 1962, World Finance has helped millions of people unlock their financial good. We champion financial wellness and celebrate the hundreds of thousands of customers achieving better credit each year. Based in Greenville, SC, World serves over one million customers annually through personal loans and tax preparation services. With 1,200+ branches across 16 states, we're proud to be the financial partner with heart - offering customer-focused service rooted in teamwork, community, and care. Physical Demands and Working Conditions: Frequently stationary with regular movement throughout office environments. Occasional climbing, kneeling, bending, twisting, and reaching. Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force. Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. Fast-paced, high-demand environment requiring professionalism and adaptability. Frequent travel to branch locations; may include extended hours, evenings, or weekends. Standard indoor office settings with typical noise, lighting, and temperature. Frequent customer and coworker interaction; must communicate clearly and professionally. Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. This job description is not intended to be comprehensive. Duties, responsibilities, and activities may change at any time with or without notice as business needs evolve. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
$15 hourly Auto-Apply 49d ago
Relationship Banker - (New Build) Unser Blvd and Trebor Way - Albuquerque, NM
JPMC
Finance representative job in Rio Rancho, NM
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
$28k-37k yearly est. Auto-Apply 10d ago
Merrill Experienced Financial Advisor
Bank of America Corporation 4.7
Finance representative job in Albuquerque, NM
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective Job Description: If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: * Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs * Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies * Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies * Source prospective clients and capitalize on referrals * Deliver customized solutions and the full resources of Bank of America Merrill * Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: * FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience * Established and portable practice with a minimum of $1MM in production * Experience managing client portfolios and driving growth * Proven relationship building and business development skills Desired Skills: * Bachelor's degree or higher strongly preferred * Proven ability to partner and promote lead generation. * Experience balancing investment management, sales activities and new client development. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Possess excellent communication skills, both written and verbal * Highly entrepreneurial Shift: 1st shift (United States of America) Hours Per Week: 40
$39k-61k yearly est. 39d ago
Relationship Banker - (New Build) Unser Blvd and Trebor Way - Albuquerque, NM
Jpmorganchase 4.8
Finance representative job in Albuquerque, NM
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
$27k-36k yearly est. Auto-Apply 10d ago

Learn more about finance representative jobs

How much does a finance representative earn in Rio Rancho, NM?

The average finance representative in Rio Rancho, NM earns between $20,000 and $48,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.

Average finance representative salary in Rio Rancho, NM

$31,000

$20,00010%

$31,000Median

$48,00090%

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Finance Representative Rio Rancho, NM Jobs

Finance representative jobs in Rio Rancho, NM - 47 jobs

Real Time Trader I-Sr

Financial Planner

Private Client Banker - (New Build) Unser Blvd and Trebor Way - Albuquerque, NM

Personalized Journey Advisor

Finance Accounting Internship

Private Client Banker - (New Build) Unser Blvd and Trebor Way - Albuquerque, NM

Financial Solutions Advisor Registration Candidate- New Mexico and El Paso, TX Area

Financial Advisor

Retail Relationship Banker

Financial Services Representative

Part-Time Personal Banker

Insurance Account Representative - State Farm Agent Team Member

Personal Banker Bilingual Albuquerque

Real Time Trader I

Private Client Banker - (New Build) Unser Blvd and Trebor Way - Albuquerque, NM

Financial Solutions Advisor- New Mexico and El Paso, TX Area

Financial Services Representative (Overstaff)

Relationship Banker - (New Build) Unser Blvd and Trebor Way - Albuquerque, NM

Merrill Experienced Financial Advisor

Relationship Banker - (New Build) Unser Blvd and Trebor Way - Albuquerque, NM

Learn more about finance representative jobs

How much does a finance representative earn in Rio Rancho, NM?