Financial Advisor - Albuquerque Metro Area
State Employees Credit Union of New Mexico · Albuquerque, NM · 1 mo ago
AdministrativeFull-time
About the role
This position works on-site. Remote work is not available at this time.
Responsibilities
- Grow your career with a nationally recognized Registered Investment Advisory (RIA), while serving Members of one of New Mexico's premier credit unions.
- Embedded within State ECU branches, providing Members with personalized financial planning and investment guidance.
- Receive an active referral stream from branch employees and have opportunities for both branch coverage and an inherited book of business.
- Work collaboratively with the Credit Union team to train staff on identifying referral opportunities, conduct member education workshops, and help expand the visibility of the Credit Union's budding investment program.
Requirements
- Licensed Financial Advisor (Series 7 and 66 required)
- 2+ years of client-facing advisory experience preferred
- CFP® designation is a plus, but not required
- Strong communication and relationship-building skills
- Passion for delivering client-first, fiduciary advice
Qualifications
- Strong business acumen and decision-making capabilities
- Excellent verbal, written, and interpersonal communication skills
- Strong organizational skills and attention to detail
- Advanced proficiency with Microsoft Office Suite and applicable business systems
- Excellent patience, tact, enthusiasm and positive attitude toward the Members and general public
- Maintain a valid drivers license, and remain insurable
Skills
- Licensed Financial Advisor (Series 7 and 66 required)
- 2+ years of client-facing advisory experience preferred
- CFP® designation is a plus, but not required
- Strong communication and relationship-building skills
- Passion for delivering client-first, fiduciary advice
Benefits
- Competitive base salary, plus commissions and inherited book
- Comprehensive benefits package and W-2 employment structure
- Active referral pipeline from engaged Credit Union membership
- Office space and marketing resources provided by PFG and the Credit Union
- Access to PFG's advisor support team, Orion technology, Salesforce CRM, and full FinTech suite
- Training, compliance, and succession planning support from PFG's leadership team
Pay
Competitive Salary
Schedule
Exempt