Job Description
Join our award-winning financial advisory team in Albuquerque and transform lives through strategic wealth management. We're seeking a passionate Financial Advisor to build lasting client relationships while delivering personalized financial solutions in a supportive, growth-oriented environment. Enjoy uncapped earning potential, comprehensive training, and a culture that prioritizes your professional development.
Responsibilities
- Develop and implement comprehensive financial plans including retirement, investment, tax, and estate strategies
- Build and maintain a robust client portfolio through proactive networking and referrals
- Conduct thorough financial analysis and market research to advise on portfolio optimization
- Ensure compliance with FINRA regulations and maintain accurate client documentation
- Collaborate with internal teams (legal, tax, insurance) to deliver holistic solutions
- Participate in continuous professional development and industry certifications
Qualifications
- FINRA Series 7 and 66/63 licenses (or ability to obtain within 90 days)
- Bachelor's degree in Finance, Business, or related field
- 3+ years of financial advisory or sales experience
- Proven track record in client relationship management and business development
- Strong analytical skills with ability to translate complex financial concepts
- Excellent communication and presentation skills
- CFP or CFA designation preferred