Financial Services Associate

Financial Services Associate – Entry-Level Opportunity - Santa Fe, NM Area

Are you looking to start your financial career and grow within a small, supportive firm? This is your chance to join a community-focused financial services team in Santa Fe. You’ll get hands-on training, learn the industry, and have the opportunity to grow with the firm.

About the Firm:

This is a small, close-knit firm that provides personalized financial planning and investment services. The team values community involvement and offers a friendly, collaborative environment where you can develop your skills.

Job Responsibilities:

• Help clients with account questions, deposits, withdrawals, and setup.
• Work with the team to manage client accounts and ensure everything is compliant.
• Assist with administrative tasks like filing, maintaining client records, and managing documents.
• Support senior team members and learn the financial industry through hands-on experience.
• Opportunity to take on more responsibility and grow into more senior roles.

What We’re Looking For:

• Experience: 1-2 years in financial services is a plus, but not required.
• Licenses: If you have an SIE or Series 7 license, that’s great, but not necessary.
• Skills: Good organization, attention to detail, and clear communication.
• Tech-Savvy: Comfortable using computers and software like Microsoft Office.
• Curious & Eager to Learn: Ready to take on new tasks and grow in your career.

Why Join Us?

• Room for Growth: There’s plenty of opportunity to advance within the firm, from operations to client-facing roles.
• Supportive Environment: Work with experienced professionals who will mentor and train you.
• Work-Life Balance: Flexible schedule with the option to work from home on Mondays.
• Great Benefits: Competitive health benefits and free financial planning services

If you're ready to start your career in financial services and grow with a great team, apply today!