Financial Advisor Job at Priority Financial Group, Santa Fe, NM

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  • Priority Financial Group
  • Santa Fe, NM

Job Description

Are you an independent financial advisor looking to grow your practice and gain a new income stream? We’re hiring for a hybrid advisor role in partnership with a well-established, $1.2B credit union in Santa Fe, New Mexico.

This is your chance to combine the flexibility of maintaining your own book of business with the stability and lead flow of an embedded credit union wealth program.

Why Advisors Choose This Opportunity:

• Up to 85% payout on your personal book — you own your clients

• Up to 45% payout on referred credit union clients

• Provided office space, marketing support, and qualified leads

• Access to multi-custodial platforms (Schwab, Fidelity, AssetMark, Orion, and more) as well as Pershing and NFS.

• Back-office, admin, and compliance support included

• Benefit from our industry-leading tech stack (Orion, Salesforce, Jump AI)

• W2 or 1099 affiliation options available

• Succession and contingency planning resources

Join Priority Financial Group (PFG), a respected third-party RIA with over 90 advisors and a 20-year history of empowering financial professionals through flexible affiliation models and exceptional support.

This is an onsite opportunity in Santa Fe, NM and surrounding areas.

Let’s talk about how you can grow smarter and stay independent — while aligning with a purpose-driven financial institution that’s committed to enriching lives.

Apply now or contact Doug Wilkinson at wilkinsond@pfgteam.com or 214-980-5115 to learn more

Equal Opportunity Employer: Priority Financial Group is an equal opportunity employer. We embrace diversity and inclusion and are committed to creating a workplace that celebrates and supports the diversity of our employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Job Tags

Flexible hours,

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