Job Description
Are you looking for a rewarding career where you can help families achieve their financial dreams? Horizon Wealth Partners is currently seeking a dedicated and results-driven Financial Advisor to join our expanding team in Columbus, Ohio.
As a key member of our firm, you will have the autonomy to build your book of business while receiving world-class training and mentorship. We value integrity, expertise, and a client-first approach.
Why Join Us?
- Competitive compensation package including base salary and performance bonuses.
- Comprehensive training programs to help you succeed.
- State-of-the-art technology and support systems.
- A collaborative culture focused on professional growth.
Responsibilities
- Develop and implement comprehensive financial plans tailored to client goals.
- Manage investment portfolios and provide ongoing asset allocation advice.
- Conduct periodic portfolio reviews and client meetings to assess progress.
- Identify new business opportunities and expand your client base within the Columbus area.
- Stay current with financial market trends and regulatory changes.
- Collaborate with internal teams to ensure exceptional client service delivery.
Qualifications
- Bachelor’s degree in Finance, Economics, or Business (preferred).
- Series 7 and Series 66 licenses (or willingness to obtain within 6 months).
- Strong interpersonal and communication skills.
- Proven ability to build and maintain long-term client relationships.
- Self-motivated with a strong drive for sales and business development.