Job Description
Join Wealth Growth Partners in Albuquerque and transform lives through financial expertise! We're seeking passionate Financial Advisors to build client portfolios while enjoying uncapped earning potential. Our hybrid work model offers flexibility with 3 remote days weekly, plus comprehensive benefits and industry-leading training. Shape your financial future while empowering New Mexicans to achieve their dreams.
Responsibilities
- Develop personalized financial plans including retirement, investment, and tax strategies
- Cultivate and maintain a robust client portfolio through proactive relationship management
- Stay current with market trends and regulatory compliance (FINRA Series 65/66 required)
- Collaborate with cross-functional teams to deliver holistic financial solutions
- Drive new client acquisition through targeted outreach and networking
- Utilize CRM systems to track client progress and optimize service delivery
Qualifications
- Bachelor's degree in Finance, Business, or related field
- FINRA Series 65/66 and state securities licenses
- 3+ years of financial advisory or wealth management experience
- Proven track record in client acquisition and portfolio growth
- Exceptional communication skills with ability to simplify complex concepts
- Valid New Mexico life/health insurance licenses
- Strong proficiency in financial planning software (e.g., MoneyGuidePro)