Job Description
Are you a results-driven professional passionate about helping individuals achieve financial freedom? Horizon Financial Group is seeking a dedicated Financial Advisor to join our dynamic team in Phoenix, Arizona.
We believe in empowering our clients with tailored investment strategies, comprehensive retirement planning, and wealth management solutions. As a Financial Advisor at Horizon, you will play a pivotal role in guiding clients through complex financial landscapes to secure their future.
Why Join Horizon Financial Group?
- Competitive commission-based compensation package with uncapped earning potential.
- Access to state-of-the-art financial planning software and resources.
- Comprehensive training and mentorship programs for career growth.
- A collaborative culture that values integrity and client success.
Ready to make a tangible impact on your clients' financial future? Apply today!
Responsibilities
- Conduct comprehensive financial needs analyses for prospective and existing clients.
- Develop and manage customized investment portfolios aligned with specific client goals and risk tolerance.
- Present complex financial concepts and strategies in a clear, understandable manner.
- Meet and exceed annual sales targets and production quotas.
- Maintain strict compliance with all FINRA regulations and firm policies.
- Build and nurture long-term relationships with a diverse client base.
- Stay current on market trends and financial product developments.
Qualifications
- Series 7 and Series 66 (or Series 63) licenses required; Series 6 and Life/Health licenses a plus.
- Bachelor’s degree in Finance, Economics, Business Administration, or related field preferred.
- CFP (Certified Financial Planner) certification is highly desirable.
- Strong interpersonal skills with the ability to communicate effectively with high-net-worth individuals.
- Demonstrated track record of sales success and proactive prospecting.
- Self-motivated with the ability to work independently in a remote and office hybrid environment.