Job Description
Join Wealth Horizon Partners as a Financial Advisor and transform your passion for finance into a rewarding career in Arlington's thriving business community. We're seeking dynamic professionals to build client portfolios, deliver personalized wealth strategies, and drive financial independence for diverse clientele. Enjoy uncapped earning potential, comprehensive training, and a collaborative culture that champions growth.
Why Wealth Horizon Partners?
• Industry-leading commission structure
• Cutting-edge CRM and planning tools
• CE reimbursement and licensing support
• Mentorship from top 10% advisors
• Health benefits and 401(k) matching
Responsibilities
- Develop comprehensive financial plans for 50+ high-net-worth clients
- Manage investment portfolios with $50M+ AUM collectively
- Conduct quarterly portfolio reviews and strategy adjustments
- Generate new business through networking and referrals
- Maintain FINRA Series 7 and 66/65 certifications
- Utilize Salesforce CRM for client relationship management
- Partner with estate attorneys and tax professionals
- Present quarterly market insights to client meetings
Qualifications
- Bachelor's degree in Finance, Economics, or Business
- 3+ years of financial services experience
- Active FINRA Series 7/66 or state equivalent
- Proven track record of meeting sales targets
- Strong analytical and presentation skills
- CFA or CFP designation preferred
- Texas SIE certification required
- Proficiency in financial planning software (MoneyGuidePro)