Job Description
Join our elite team of financial advisors in Albuquerque, NM and transform lives through strategic wealth management. We're seeking passionate professionals ready to build thriving practices with industry-leading support. Enjoy uncapped earning potential, comprehensive training, and cutting-edge technology to serve your clients. Work remotely with optional access to our modern downtown office. Start Tomorrow!
Responsibilities
- Develop personalized financial plans including retirement, investment, and tax strategies
- Cultivate client relationships through trust-based financial consultations
- Build and manage a diversified investment portfolio aligned with client goals
- Stay current on financial regulations and market trends
- Collaborate with internal teams for comprehensive client solutions
- Drive business growth through targeted networking and referrals
Qualifications
- FINRA Series 7 and 66/65/63 licenses required
- 3+ years of financial planning/advisory experience
- Proven track record of client relationship management
- Bachelor's degree in Finance, Business, or related field
- CFPĀ® designation preferred
- Exceptional communication and presentation skills
- New Mexico SIE license or ability to obtain immediately