Job Description
Join Wealth Horizon Partners, Albuquerque's premier financial advisory firm, and transform your career in wealth management. We're seeking passionate Financial Advisors to build lasting client relationships while delivering personalized financial strategies. Our award-winning team combines cutting-edge technology with human-centric advising to help clients achieve their life goals. Enjoy uncapped earning potential, comprehensive training, and a collaborative culture that values your growth. Albuquerque's thriving business community offers unmatched networking opportunities and a high-quality lifestyle. Apply today to become part of our legacy of financial excellence.
Responsibilities
- Develop comprehensive financial plans covering investments, retirement, insurance, and tax strategies
- Build and maintain a robust client portfolio through targeted networking and referral generation
- Conduct regular portfolio reviews and adjust strategies based on market trends and client objectives
- Stay current on financial regulations (FINRA, SEC) and compliance requirements
- Utilize our proprietary CRM platform to track client interactions and manage pipelines
- Mentor junior advisors and contribute to team growth initiatives
- Participate in community outreach to establish thought leadership in Albuquerque
Qualifications
- Bachelor's degree in Finance, Economics, or related field (or equivalent experience)
- Series 7 and Series 66/63/65 licenses (or willingness to obtain within 90 days)
- 3+ years of experience in financial services, client advisory, or sales
- Strong analytical skills with ability to translate complex financial concepts into actionable advice
- Proven track record of meeting/exceeding sales targets and client retention goals
- Exceptional communication skills with ability to build trust across diverse demographics
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Active FINRA registration and clean compliance record