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 client relationships, deliver personalized financial solutions, and drive portfolio growth in New Mexico's thriving market. Enjoy uncapped earning potential, comprehensive training, and a supportive culture that values your success.
Responsibilities
- Develop and execute customized financial plans for high-net-worth individuals and families
- Build and maintain a robust client portfolio through strategic networking and referrals
- Analyze market trends to optimize investment strategies aligned with client goals
- Conduct regular portfolio reviews and adjust strategies based on life events
- Maintain FINRA Series 7/66 certifications and ongoing compliance requirements
- Leverage CRM tools to track client interactions and pipeline growth
- Collaborate with internal partners on tax, estate, and retirement planning
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 3+ years of financial advisory experience with proven track record
- Active FINRA Series 7 and 66/63/65 licenses
- Certified Financial Planner (CFP) designation preferred
- Exceptional communication and relationship-building skills
- Strong analytical abilities with proficiency in financial planning software
- Entrepreneurial mindset with ability to self-generate business
- Knowledge of New Mexico-specific financial regulations