Wealth Financial Advisor - Santa Fe/Albuquerque, NM

About the role

We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.

Responsibilities

• Meet with existing and prospective clients to plan their financial future.
• Utilize our company-provided technology and tools to improve your operation.
• Use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
• Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.

Skills and Qualifications

• A high school diploma or equivalent.
• At least 2+ years of experience working as a Financial Advisor.
• A proven and successful sales track record.
• An active FINRA Series 7 license and a Series 63 and 65 or 66.
• An active state variable life and health license.

Work Location

This position is currently designated as remote. Estimated Travel May include up to 25% travel. This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules.