Job Description
Join El Paso Wealth Partners as a Financial Advisor and revolutionize how El Paso residents achieve their financial dreams. We're seeking a dynamic professional to build client relationships while enjoying unprecedented schedule flexibility. Our hybrid model blends office collaboration with remote work, allowing you to serve clients from our modern West El Paso office or your home office. This is your chance to make a tangible impact in a growing community while maintaining work-life balance.
Responsibilities
- Develop personalized financial strategies for 30+ high-net-worth clients
- Manage investment portfolios exceeding $25M in assets under management
- Conduct comprehensive financial planning including retirement, estate, and tax optimization
- Lead client acquisition through community networking and digital marketing
- Utilize CRM systems to maintain detailed client profiles and track progress
- Collaborate with internal team on complex financial scenarios
- Stay current on SEC/FINRA regulations and industry trends
Qualifications
- FINRA Series 7 and 66/63 licenses required
- 5+ years financial advisory experience with high-net-worth clientele
- CFPĀ® designation preferred
- Proven track record in exceeding sales targets
- Exceptional communication skills in both English and Spanish
- Proficient in financial planning software (e.g., MoneyGuidePro)
- Valid Texas life/health insurance licenses
- Bachelor's degree in Finance, Business, or related field