Job Description
Join Albuquerque's premier wealth management firm as a Senior Financial Advisor! We're seeking passionate professionals to transform lives through strategic financial planning. Enjoy competitive compensation, comprehensive benefits, and a collaborative culture where your expertise drives client success. Build your legacy in the vibrant heart of New Mexico's financial landscape.
Responsibilities
- Develop personalized financial strategies for high-net-worth individuals and families
- Manage investment portfolios exceeding $50M in total assets
- Execute comprehensive retirement and estate planning solutions
- Drive client acquisition through targeted networking and referrals
- Maintain FINRA Series 7/66 certifications and compliance standards
- Mentor junior advisors while contributing to firm growth initiatives
Qualifications
- 5+ years of financial advisory experience with proven client retention
- Active FINRA Series 7, 66, and state insurance licenses
- CFPĀ® or CFA designation strongly preferred
- Track record of exceeding $1M+ annual revenue targets
- Expertise in tax-efficient investing and risk management
- Exceptional communication skills with diverse client demographics
- Proficiency in financial planning software (e.g., MoneyGuidePro)