Job Description
Join Our Team and Secure Your Financial Future
Are you a driven professional looking for a rewarding career in finance? Horizon Financial Partners is seeking a dedicated Financial Advisor to join our thriving team in Louisville, KY. We pride ourselves on providing weekly pay opportunities, allowing you to manage your finances with peace of mind while you build your practice. As a Financial Advisor, you will play a pivotal role in helping clients navigate their financial journeys, ensuring they achieve their retirement and wealth management goals.
Why Join Us?
- Weekly Pay: Get paid on a consistent schedule.
- Growth Opportunities: Extensive training and mentorship programs.
- Competitive Compensation: Attractive base salary plus commission structure.
- Supportive Culture: Work in an environment that values collaboration and success.
Key Responsibilities
We are looking for candidates who are passionate about helping others. In this role, you will be responsible for assessing client needs and recommending financial solutions tailored to their unique situations.
Responsibilities
- Build and maintain long-term relationships with new and existing clients to understand their financial goals and objectives.
- Analyze clients' financial situations to develop comprehensive financial plans, including retirement, estate, and tax strategies.
- Recommend and sell a variety of financial products such as mutual funds, annuities, insurance, and stocks.
- Conduct regular portfolio reviews and communicate market updates to clients to ensure they remain informed.
- Identify new business opportunities through prospecting and networking within the community.
- Ensure all client interactions comply with federal and state regulations and company policies.
Qualifications
- Bachelor’s degree in Finance, Business, Economics, or related field (or equivalent work experience).
- Series 6, 63, or 7 licenses (or willingness to obtain within 6 months).
- Strong interpersonal and communication skills with the ability to explain complex financial concepts to clients.
- Proven track record of self-motivation and goal achievement in a sales environment.
- Proficiency in CRM software and Microsoft Office Suite.
- High ethical standards and a commitment to putting clients' best interests first.