Associate Financial Advisor

Overview

Charles Stephen has provided personalized financial and advisory services since 1983, catering to successful businesses, affluent families, and individuals. Every financial plan is uniquely crafted to align with the client's goals, emphasizing a personalized, first-name basis relationship. The firm specializes in navigating financial complexities, enabling clients to focus on their aspirations. Securities are offered through Cambridge Investment Research, with investment advisory services provided by The Ameriflex Group.

Charles Stephen is based in Albuquerque, NM.

This is a full-time, on-site role in Albuquerque, NM, for an Associate Financial Advisor. The Associate Financial Advisor will assist in developing financial plans, managing investments, and providing advisory services tailored to clients  specific needs. Key responsibilities include conducting financial analyses, assisting clients with retirement planning, offering investment advice, and supporting senior advisors in achieving client financial goals.

• Conduct financial analyses
• Assist clients with retirement planning
• Offer investment advice
• Support senior advisors in achieving client financial goals

• Experience in Financial Planning and Financial Advisory services
• Knowledge of Retirement Planning and Investments
• Strong understanding of Finance principles and strategies
• Exceptional communication and interpersonal skills
• Proficiency in various financial software and tools
• Bachelor’s degree in Finance, Economics, Accounting, or related field
• Relevant certifications such as CFP (Certified Financial Planner) or similar preferred

No recruiters will be used in this process.