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Financial Advisor Paid Training Provided Jobs in Rio Rancho, NM

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Financial Advisor Paid Training Provided information

See Rio Rancho, NM salary details

$33.9K

$96.1K

$135.4K

How much do financial advisor paid training provided jobs pay per year?

As of Aug 12, 2026, the average yearly pay for financial advisor paid training provided in Rio Rancho, NM is $96,068.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,500.00 and $123,200.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial advisor in a paid training program?

To thrive as a Financial Advisor in a paid training program, you need a strong background in finance, analytical thinking, and a bachelor's degree in a related field, although specific financial licenses are often obtained during training. Familiarity with financial planning software, CRM systems, and certification paths like the Series 7 or Series 66 exams is typical. Outstanding interpersonal skills, trustworthiness, and proactive communication help build lasting client relationships and drive business growth. These skills and qualifications are crucial for providing effective financial guidance, earning client trust, and achieving sales targets in a competitive industry.

What is the difference between Financial Advisor Paid Training Provided vs Insurance Agent Paid Training Provided?

AspectFinancial Advisor Paid Training ProvidedInsurance Agent Paid Training Provided
CertificationsSeries 7, Series 66, or 63 licenses often requiredState-specific insurance licenses
Work EnvironmentFinancial firms, banks, or independent officesInsurance agencies, brokerages, or direct sales
Industry UsageFinancial planning, investment managementInsurance sales, risk management

Both roles often offer paid training to obtain necessary licenses. Financial Advisors focus on investment and financial planning, while Insurance Agents specialize in selling insurance products. The training prepares individuals for industry-specific certifications and work environments, making each role suitable for those interested in financial services or insurance sales.

What can I expect during the paid training period as a financial advisor?

During the paid training period as a Financial Advisor, you can expect a structured program that covers financial products, compliance regulations, client relationship management, and sales techniques. You'll participate in classroom instruction, online modules, and hands-on practice with experienced mentors or supervisors. The training is designed to help you build foundational knowledge, prepare for licensing exams, and develop the skills needed to confidently interact with clients. You'll also have opportunities to shadow seasoned advisors and receive feedback to accelerate your learning and adjustment to the role.

What does a financial advisor do?

A Financial Advisor with paid training provided is a professional who helps clients manage their finances, plan for retirement, invest wisely, and achieve their financial goals. These positions typically offer comprehensive training programs for new hires, so you don’t need prior experience in finance. The paid training includes learning about financial products, client relationship management, and regulatory requirements. This role involves working closely with individuals or businesses to understand their needs and create personalized financial strategies. The paid training ensures you are well-prepared to offer reliable advice and build a successful career in financial services.
What job categories do people searching Financial Advisor Paid Training Provided jobs in Rio Rancho, NM look for? The top searched job categories for Financial Advisor Paid Training Provided jobs in Rio Rancho, NM are:
Financial Advisor Paid Training Provided jobs near you
Infographic showing various Financial Advisor Paid Training Provided job openings in Rio Rancho, NM as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, and 3% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $96,068 per year, or $46.2 per hour.

Financial Advisor - Albuquerque Metro Area

State Employees Credit Union

Albuquerque, NM • On-site

Full-time

Posted 14 days ago

State Employees' Credit Union (North Carolina) rating

8.2

Company rating: 8.2 out of 10

Based on 23 frontline employees who took The Breakroom Quiz

Job description

Position Title: Financial AdvisorREPORTS TO: Senior Vice President of Retail ExperienceSUPERVISES: N/AJOB STATUS: ExemptPAY/COMPENSATION: Competitive Salary*This position works on-site. Remote work is not available at this timeJOB SUMMARY:Grow your career with a nationally recognized Registered Investment Advisory (RIA), while serving Members of one of New Mexico's premier credit unions.State Employees Credit Union ("State ECU"), a $1.3 billion financial institution serving Members throughout New Mexico, including the greater Albuquerque Metro area, in conjunction with Priority Financial Group (PFG) is seeking a Financial Advisor to join our Team. This position combines the stability of a salaried role with the earning potential and flexibility of an advisory practice. This opportunity is ideal for someone who thrives in a relationship-driven, client-first environment.Ideal Candidate:Licensed Financial Advisor (Series 7 and 66 required)2+ years of client-facing advisory experience preferredCFP® designation is a plus, but not requiredStrong communication and relationship-building skillsPassion for delivering client-first, fiduciary adviceAbout the Opportunity:As a Financial Advisor, you'll be embedded within State ECU branches, providing Members with personalized financial planning and investment guidance. You'll receive an active referral stream from branch employees and have opportunities for both branch coverage and an inherited book of business.This is a true growth opportunity. You'll work collaboratively with the Credit Union team to train staff on identifying referral opportunities, conduct member education workshops, and help expand the visibility of the Credit Union's budding investment program.What You'll Receive:•Competitive base salary, plus commissions and inherited book•Comprehensive benefits package and W-2 employment structure•Active referral pipeline from engaged Credit Union membership•Office space and marketing resources provided by PFG and the Credit Union•Access to PFG's advisor support team, Orion technology, Salesforce CRM, and full FinTech suite•Training, compliance, and succession planning support from PFG's leadership team•A collaborative environment focused on member relationships-not sales quotasAbout Priority Financial Group:Priority Financial Group (PFG) is an independent Registered Investment Advisory (RIA) firm that partners with advisors and financial institutions nationwide. They provide flexible affiliation options, a multi-custodial platform, and an integrated technology stack to empower advisors with more control, efficiency, and growth potential.If you're ready to make an impact and grow your practice with the support of a strong Credit Union partnership and a trusted RIA team, we'd love to hear from you.All employees of State Employees Credit Union are proactive, results driven, and fully committed to the Credit Union's mission and vision. They strive to achieve the highest standards of excellence and consistently exceed the expectations established by Credit Union Management.Required Knowledge/Skills/Abilities:Strong business acumen and decision-making capabilities.Excellent verbal, written, and interpersonal communication skills.Strong organizational skills and attention to detail.Advanced proficiency with Microsoft Office Suite and applicable business systems.Excellent patience, tact, enthusiasm and positive attitude toward the Members and general public.Travel required.Maintain a valid drivers license, and remain insurable.Education/Experience:Licensed Financial Advisor (Series 7 and 66 required)2+ years of client-facing advisory experience preferredCFP® designation is a plus, but not requiredStrong communication and relationship-building skillsPassion for delivering client-first, fiduciary adviceGeneral Company Requirements:Must be capable to execute all terms and conditions set forth in the Employee Handbook, including but not limited to:Work in a safety conscious manner which ensures that safe work practices are used in order not to pose a risk to self or others in the workplace.Adhere to policy on Drug Free Workplace.Comply with company policies and procedures and local, state and federal regulations.Physical Requirements:General Physical RequirementsProlonged periods of sitting at a desk and working on a computer.Some standing, walking, kneeling, stooping, bending and lifting.Must be able to lift up to fifteen (15) pounds at times.Must be able to access and navigate credit union facilities. State Employees Credit Union offers a highly competitive benefits packageApplications must be received by Human ResourcesState Employees Credit Union of New Mexico is an Equal Opportunity EmployerEqual Opportunity Employer, including disabled and veterans.

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