Job Description
Join our elite team at Wealth Horizon Partners and transform your passion for finance into a rewarding career. We're seeking a dynamic Financial Advisor to build lasting client relationships in Houston's thriving market. Enjoy uncapped earning potential, comprehensive training, and a culture that champions professional growth. Why apply today? Our advisors earn 30% more than industry averages with our proven client acquisition system and exclusive portfolio management tools.
Responsibilities
- Develop personalized financial strategies for high-net-worth clients
- Acquire new clients through targeted networking and digital marketing
- Manage investment portfolios exceeding $10M AUM
- Conduct comprehensive retirement and estate planning
- Maintain FINRA Series 7/66 licenses and compliance standards
- Utilize CRM software for client relationship management
- Collaborate with tax and legal professionals for holistic solutions
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 3+ years of financial advisory experience
- FINRA Series 7 and 66/63/65 certifications
- Proven track record of meeting sales targets
- Certified Financial Planner (CFP) designation preferred
- Strong proficiency in portfolio management software
- Exceptional presentation and negotiation skills
- Texas state securities license (SAA)