Associate Financial Advisor — Client Growth & Planning

Wealth Enhancement; Albuquerque (NM); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401k with match

Paid time off

Tuition reimbursement

Life and AD&D insurance

Disability insurance

HSA with employer contribution

Wellness programs

Job summary

Wealth Enhancement is seeking an Associate Financial Advisor in Albuquerque, NM to join our growing team. You will partner with senior advisors and support the advisory team, delivering personalized guidance and exceptional service to clients.

You will contribute to growth by strengthening client relationships, helping prepare client reviews, and collaborating across Wealth Enhancement Group to provide a high-touch experience that aligns with our standards and processes.

Qualifications

• Requires a 4-year degree (business/finance preferred).
• 2+ years in wealth management.
• Licenses: Series 7 & 66; Series 65 (RIA) preferred.
• Advanced designation (CFP) preferred; ability to prepare client reviews.

Responsibilities

• Assist the Financial Advisor during client meetings and with follow-up.
• Take meeting notes and enter into CRM.
• Present financial advice or plan to clients with the Financial Advisor.
• Meet with clients to gather planning information and confirm data.
• Analyze client investments, insurance, and financial plans.
• Place trades and supervise tasks by the client service team.
• Prepare annual reviews as required by the team.
• Systematize the review process using the CRM system.
• Gather data for client reviews and identify sales opportunities.
• Create reviews using the Wealth Enhancement Group system.
• Develop financial plans for clients with team input.
• Coordinate with the Wealth Enhancement Group in training and events.

Skills

Client relationships

Analytical skills

Communication

Multi-tasking

Education

4-year degree in business/finance

Series 7 & 66

Series 65

CFP designation

Tools

CRM software

Wealth management platforms

Job description

Wealth Enhancement is seeking an Associate Financial Advisor in Albuquerque, NM to join our growing team. You will partner with senior advisors and support the advisory team, delivering personalized guidance and exceptional service to clients.

You will contribute to growth by strengthening client relationships, helping prepare client reviews, and collaborating across Wealth Enhancement Group to provide a high-touch experience that aligns with our standards and processes.