Job Description
Join Albuquerque's premier wealth management firm as a Financial Advisor and transform lives through strategic financial planning. We're seeking a passionate professional to build client relationships and deliver personalized investment solutions in New Mexico's growing market. Enjoy uncapped earning potential, comprehensive training, and a collaborative environment focused on client success.
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Build and maintain a robust client portfolio through strategic outreach
- Analyze market trends to optimize investment portfolios
- Ensure compliance with FINRA regulations and firm policies
- Collaborate with tax and legal professionals for holistic solutions
- Drive business growth through targeted networking initiatives
- Maintain CRM records and track performance metrics
Qualifications
- Bachelor's degree in Finance, Business, or related field
- Series 7 and Series 66/65 licenses required
- 3+ years of financial services experience
- Proven track record in client acquisition and retention
- Strong analytical skills with attention to detail
- Excellent communication and presentation abilities
- CFP designation preferred
- Valid New Mexico state securities license