What are the responsibilities and job description for the Financial Advisor position at Gateway Financial Advisors, Inc.?
Company Description
Gateway Financial Advisors is a privately owned organization dedicated to empowering clients and financial advisors by providing comprehensive financial planning and implementation services. With offices across the U.S., we are committed to helping individuals achieve financial independence while maintaining a strong focus on integrity, high ethical standards, and putting our clients’ interests first. Our mission, "Helping others achieve their financial dreams," is supported by a balanced approach prioritizing faith, family, fitness, finance, and fun. Our organization is proudly affiliated with Cambridge Investment Research, Inc., a highly-regarded, multi-award-winning broker/dealer and registered investment advisor. At Gateway Financial Advisors, we prioritize personal and professional growth for our associates, along with the success and satisfaction of our clients.
Role Description
This is a contract hybrid Financial Advisor role based in Albuquerque, NM, offering partial work-from-home flexibility. The Financial Advisor will work directly with clients to assess financial goals, develop and implement comprehensive financial plans, and offer guidance on investment strategies. The role involves evaluating retirement planning options, managing investments, and staying informed about financial markets to provide clients with accurate information and tailored recommendations. Building strong client relationships and maintaining the highest ethical and professional standards will be key responsibilities in this role.
Qualifications
- Strong expertise in Financial Planning and Financial Advisory
- Knowledge of Retirement Planning and Investments
- Experience and skills in Finance-related strategies and practices
- Licensure as a financial advisor and relevant certifications (e.g., CFP, CFA) preferred
- Excellent interpersonal skills and the ability to build long-term client relationships
- Strong analytical skills and the ability to interpret complex financial information
- Self-motivated with the ability to work independently in a hybrid work environment
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field