Financial Advisor

For the fourth year in a row, Sabio Systems has been recognized by Forbes Magazine as one of the Best Temporary Staffing & Professional Recruiting Firms in America, and the only local agency from New Mexico! We’re honored to once again receive this national recognition. We are seeking a high-caliber Financial Advisor Assistant for a premier wealth management client. This is a high-impact, hybrid role requiring a rare blend of elite interpersonal skills and technical financial planning expertise. The ideal candidate will act as the frontline relationship builder during client fact-finding interviews, while simultaneously executing back-office case design, 401(k) analysis, and application preparation. Job Responsibilities of the Financial Advisor Assistant: Conduct comprehensive discovery sessions with clients to gather financial data. Partner with advisors to architect custom investment planning solutions. Manage precise document entry across all financial planning platforms. Build, audit, and submit investment and insurance applications. Track and facilitate complex insurance settlements through completion. Analyze client 401(k) statements and employer-sponsored plans. Attend remote team meetings and work on-site for primary operations. Input discovered client assets into planning software to run baseline retirement projections and gap analyses Assist advisors by drafting initial portfolio models based on the client's risk tolerance profile. Track completed insurance settlements and investment transfers to ensure proper revenue mapping. Qualifications for the Financial Advisor Assistant: Active Life & Health Insurance License is strongly preferred. Associates/Bachelor's degree preferred in Business Administration or Finance. Proven background in investment planning and wealth management workflows. Direct prior experience working with a wealth management firm. Strong working knowledge of 401(k) structures and rules. Exceptional "people person" with elite verbal communication skills. High data-entry accuracy and comfort with financial software. Compensation for the Financial Advisor Assistant: $25 Hourly If you have the necessary qualifications listed, and you would like to learn more about this opportunity, Apply today! Not the right fit? Browse other jobs on our website: Sabio Systems is a leading provider of professionals on a temporary and direct-hire basis for positions and projects in Accounting, Finance, Information Technology, Legal, Medical and Business Operations. With over 25 years of combined Staffing & Recruiting expertise we can connect you with some of the most sought out employers in New Mexico. We treasure your long-term commitment to Sabio Systems by rewarding you with a Bonus Pay equal to your weekly average hours, at your current hourly rate, each time you meet the requirement. More information about our benefits can be found here; Apply for this job now. All applicants must be authorized to work in the United States. Sabio Systems is an Equal Opportunity Employer. ©2026 Sabio Systems, LLC.