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Financial Advisor Paid Training Provided Jobs in Rio Rancho, NM

Bankers Life

Wealth Management Trainee

Albuquerque, NM · On-site

$41K - $50K/yr

Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we're a company that invests in your success. Ready to make a difference? Join our Financial Advisor ...

Fwainvest

Associate Wealth Advisor

Albuquerque, NM · On-site

$65 - $95/hr

Conduct quarterly and annual client reviews to align financial goals* Provide updates on market ... savings; paid time off (including vacation, holidays, and sick leave); and parental leave.

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All JobsFinancial Advisor Paid Training Provided JobsFinancial Advisor Paid Training Provided Jobs in Rio Rancho, NM

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 Sep 6, 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 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 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 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 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 are popular job titles related to Financial Advisor Paid Training Provided jobs in Rio Rancho, NM?

For Financial Advisor Paid Training Provided jobs in Rio Rancho, NM, the most frequently searched job titles are:

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, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 88% Physical, 1% Hybrid, and 11% Remote job distribution, with an average salary of $96,068 per year, or $46.2 per hour.

Merrill Advisor Development Program - Financial Advisor: Desert Mountain Market

Bank of America

Albuquerque, NM • On-site

Full-time

Re-posted 7 days ago

Bank Of America rating

8.3

Company rating: 8.3 out of 10

Based on 536 frontline employees who took The Breakroom Quiz

49th of 175 rated banks

Job description

Job Description:
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.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
Role Specifics:
As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients. Additionally, you'll have the opportunity to collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth.
The Merrill Advisor Development Program- Financial Advisor engages in:
  • Developing a book of business in order to meet and exceed established performance hurdles
  • Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
  • Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
  • Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning
  • Organizing and managing resources (time, people, budget) to run a productive practice
  • Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
  • Completing mandated training, assessments, performance goals and continuing education requirements

We'll help you:
  • Build a successful career at Bank of America through world class training and on-boarding programs that set you up for success.
  • Get training and one-on-one coaching from our award-winning Academy at Bank of America and local leadership who are invested in your success.
  • Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions.
  • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities.
  • Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Responsibilities:
  • Handles inbound inquiries from leads regarding Merrill offerings
  • Positions the extensive capabilities of Merrill and Bank of America
  • Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
  • Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
  • Documents all client interactions and opportunities within Salesforce accurately

Required Qualifications:
  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
  • Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
  • Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
  • Proven ability to engage with and influence others
  • Exceptional interpersonal and relationship building skills
  • Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility
  • Proven ability to assess needs and recommend appropriate solutions/interventions
  • Proven ability to work collaboratively on a team and with key partners
  • Proven ability to listen and probe for clarity and understanding
  • Goal and results oriented
  • Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
  • Ability to work in an environment where the majority of your compensation is tied to your performance
  • Strong follow-through skills
  • Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel

Desired Qualifications:
  • Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
  • Learns and adapts to new technology or applications
  • Executes multiple tasks simultaneously

Skills:
  • Business Acumen
  • Business Development
  • Oral Communications
  • Prospecting
  • Wealth Planning
  • Analytical Thinking
  • Client Experience Branding
  • Client Investments Management
  • Portfolio Analysis
  • Risk Management
  • Active Listening
  • Client Solutions Advisory
  • Emotional Intelligence
  • Referral Management
  • Trading

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 your position requires SAFE Act registration, you will be 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 your immediate termination.
Shift:
1st shift (United States of America)
Hours Per Week:
40

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

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