Job Description
Join our dynamic team at Wealth Management Solutions Inc. as a Senior Financial Advisor in Albuquerque, NM. We're seeking a passionate professional to transform clients' financial futures through personalized wealth strategies. Enjoy hybrid work, comprehensive benefits, and uncapped earning potential in New Mexico's growing financial hub.
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Build and maintain robust client relationships through trust-based consultations
- Analyze market trends to optimize investment portfolios across asset classes
- Lead retirement planning, estate planning, and risk management solutions
- Mentor junior advisors while achieving quarterly revenue targets
Qualifications
- FINRA Series 7, 66/65 licenses (or ability to obtain within 90 days)
- 3+ years experience in financial services/advisory role
- CFP or CFA designation strongly preferred
- Proven track record of meeting sales targets ($1M+ AUM)
- Exceptional communication and presentation skills
- New Mexico residency required