Job Description
Are you a driven financial professional looking to make a tangible impact? Horizon Wealth Partners is seeking a highly motivated Financial Advisor to join our elite team in Oakland, California. In this pivotal role, you will guide high-net-worth clients through complex financial landscapes, helping them build a legacy of wealth and security.
We pride ourselves on a culture of integrity, innovation, and high performance. As a member of our team, you will have access to world-class training, proprietary technology, and a robust support network designed to accelerate your career growth.
Why Join Us?
- Competitive Compensation: Base salary plus uncapped commission and performance bonuses.
- Comprehensive Benefits: Health, dental, vision, and 401(k) matching.
- Professional Development: Continuous education and mentorship programs.
Responsibilities
- Develop and execute comprehensive financial plans tailored to client goals and risk tolerance.
- Manage and grow investment portfolios, conducting ongoing performance reviews and asset allocation adjustments.
- Conduct thorough financial needs analyses to identify opportunities for wealth accumulation and protection.
- Maintain strong, long-term relationships with clients through regular meetings and proactive communication.
- Stay abreast of market trends, economic indicators, and regulatory changes to provide informed advice.
- Collaborate with internal experts (tax, legal, insurance) to ensure holistic client solutions.
Qualifications
- Series 7 and Series 66 (or Series 63) licenses required; CFP or CFA designation preferred.
- 3+ years of experience in financial services, investment management, or related fields.
- Demonstrated success in client acquisition, relationship building, and closing deals.
- Strong analytical skills with the ability to interpret complex financial data.
- Excellent verbal and written communication skills.
- Must possess a valid driver's license and access to reliable transportation for client meetings.