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Financial Advisor Paid Training Provided Jobs in Rio Rancho, NM

DSI

Sales Associate - Training Provided

Rio Rancho, NM · On-site

$60K/yr

Paid training to set you up for success * Career advancement opportunities - we promote from within * 50% AT&T wireless discount * Employee Profit Sharing Program * 401(k) with employer match

DSI

Sales Associate - Training Provided

Rio Rancho, NM · On-site

$60K/yr

Paid training to set you up for success * Career advancement opportunities -- we promote from within * 50% AT&T wireless discount * Employee Profit Sharing Program * 401(k) with employer match

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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 5, 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.

Associate Wealth Advisor

Raymondjames

Albuquerque, NM • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 26 days ago

Job description

Job Description Summary

Clients are our main priority at Prevender Financial Services, and we are committed to personalized service. As we evolve, we are seeking an Associate Wealth Advisor who shares our vision and values. This impactful role will represent our firm with strong client relationship management skills and industry knowledge. The ideal person truly enjoys helping people, has strong organizational skills, and takes pride in their work.
Are you ready to work hand in hand with us? Read below and apply today!

Job Description

Essential Duties and Responsibilities

  • Proactively manage and deepen relationships with assigned clients, ensuring timely and effective communication and service.
  • Be the main point of contact for assigned client needs and ensure all client concerns are addressed.
  • Schedule, attend, and facilitate client meetings (in partnership with the financial advisor) to review portfolios, performance, and goals.
  • Manage client referrals, ensuring smooth onboarding and integration into the firm.
  • Conduct quarterly and annual client reviews to align financial goals
  • Provide updates on market trends, portfolio performance, and relevant changes that impact their financial plans.
  • Ensure clients feel heard and valued, handling specific requests, life events, or personal circumstances in a personalized way.
  • Send personalized communication (cards, videos, etc.) to strengthen client engagement on significant life events.
  • Assist the financial advisor by note taking, handling documentation, and email management.
  • Ensure that all compliance standards are met for client documentation and communication.
  • Actively contribute to the firm's ability to focus on high-level strategy by handling administrative work related to client meetings.

Knowledge, Skills, and Abilities

Knowledge of

  • Company's working structure, policies, mission, and strategies
  • Managed account platforms
  • General office practices, procedures, and methods
  • Investment concepts, practices, and procedures used in the securities industry
  • Financial markets, products, and industry regulations
  • Trading terminology
  • Financial planning software
  • AI tools and agents

Skill in

  • Client Relationship Management (CRM) software
  • Microsoft Office Suite
  • Effective communication (in-person, virtual, phone, and mail)

Ability to

  • Familiarity with software applications, such as Excel, to produce correspondence, reports, electronic communication, spreadsheets, and databases
  • Analyze and research account information
  • Handle stressful situations and provide a high level of client attention in a calm and professional manner
  • Analyze problems and establish solutions in a fast-paced environment
  • Use appropriate interpersonal styles and communicate effectively
  • Work both independently and as part of a cohesive team
  • Demonstrate competence, dependability, and responsibility

Licenses/ Certifications: SIE, Series 7, 66, or equivalent

Education: Bachelor's degree

Experience: 5+ years of industry experience

Workstyle: Onsite

Travel: None required

Benefits: Medical, Retirement, PTO + Market Holidays

Prevender Financial Services, LLC and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term "Raymond James" includes but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates.

PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is a RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.

Education

Work Experience

Certifications

Travel

Less than 25%

Workstyle

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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