About this role
Associate Wealth Advisor at Raymondjames. Location: Albuquerque, New Mexico, United States. Role: managing relationships, scheduling meetings, handling documentation Requirements: 5+ years industry experience, bachelor’s degree, securities licenses (SIE, Series 7, Series 66), CRM and Microsoft Excel proficiency, strong client relationship and communication skills. Category: Finance Seniority: Senior Level Tools: Client Relationship Management (CRM) software, Microsoft Office Suite, Microsoft Excel, Financial planning software, AI tools and agents Certifications: sie, series 7, series 66 Commitment: Full Time Workplace: Onsite Languages: English