Job Description
Join Albuquerque's premier wealth management firm as a Senior Financial Advisor. We're seeking dynamic professionals to build client portfolios, deliver financial planning excellence, and drive growth in New Mexico's thriving financial sector. Enjoy comprehensive training, competitive compensation, and a collaborative environment focused on client success.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients
- Build and maintain robust client relationships through trust-based advisory
- Analyze market trends to optimize investment portfolios
- Drive new business development through strategic networking
- Ensure compliance with FINRA regulations and firm protocols
- Mentor junior advisors to enhance team capabilities
Qualifications
- FINRA Series 7 and 66/65 licenses required
- 5+ years of financial advisory experience
- Certified Financial Planner (CFP) designation preferred
- Proven track record in client acquisition and retention
- Strong analytical skills with market knowledge
- Excellent communication and presentation abilities
- Ability to work independently while collaborating with team