What are the responsibilities and job description for the Financial Services Associate position at Mohr Talent?
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!
MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military / veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com
