Job Description
Are you a results-driven Financial Advisor looking for a stable, direct hire position in the heart of Milwaukee?
Horizon Wealth Management is seeking a dynamic and client-centric professional to join our growing team. We are not just looking for a salesperson; we are looking for a trusted advisor who is passionate about helping families achieve financial freedom. If you thrive in a collaborative environment and are ready to take the next step in your career, we want to meet you.
Why Join Us?
- Competitive base salary with uncapped commission potential.
- Comprehensive training and mentorship from industry veterans.
- State-of-the-art technology platforms to streamline your workflow.
- Flexible work schedule and a culture that values work-life balance.
Take control of your career and make a real impact in the Milwaukee community.
Responsibilities
- Develop and maintain long-term relationships with new and existing clients through face-to-face and virtual consultations.
- Conduct comprehensive financial needs analyses to create personalized investment strategies and retirement plans.
- Manage and monitor client portfolios, making necessary adjustments based on market conditions and life events.
- Drive business growth through effective prospecting, networking, and referral generation within the local community.
- Educate clients on complex financial products, including insurance, annuities, and mutual funds.
- Ensure strict compliance with FINRA regulations and company policies at all times.
- Attend industry conferences and local networking events to build professional credibility.
Qualifications
- Bachelor’s degree in Finance, Economics, Business Administration, or related field (preferred).
- Series 6, 7, 63, and 65 licenses (or willingness to obtain).
- Minimum of 3-5 years of experience in financial sales or investment advisory.
- Strong understanding of asset allocation, risk management, and estate planning principles.
- Excellent communication, presentation, and interpersonal skills.
- Proficiency in CRM software (e.g., Salesforce, Redtail) and Microsoft Office Suite.
- Self-motivated with a proven track record of meeting and exceeding sales targets.