Job Description
Join Wealth Horizon Partners as a Financial Advisor in Virginia Beach and transform lives through financial expertise. We're seeking passionate professionals to build client portfolios while achieving personal career milestones. Our supportive environment includes comprehensive training, advanced CRM tools, and a collaborative team culture focused on growth and excellence.
Why Choose Us?
- Industry-leading mentorship program
- Exclusive access to premium investment platforms
- Competitive benefits package (health, dental, 401k)
- Flexible work-life balance initiatives
Responsibilities
- Develop personalized financial strategies for high-net-worth clients
- Manage diversified investment portfolios across equities, bonds, and alternatives
- Conduct comprehensive retirement and estate planning consultations
- Build and maintain robust client relationships through regular portfolio reviews
- Stay current on SEC/FINRA regulations and compliance requirements
- Collaborate with internal teams for tax-optimized solutions
- Drive business development through targeted networking and referrals
Qualifications
- FINRA Series 7 & 66/63/65 certifications required
- Minimum 3 years financial planning experience
- Bachelor's degree in Finance, Economics, or related field
- Proven track record of client acquisition and retention
- Strong analytical skills with portfolio management expertise
- Certified Financial Planner (CFP) designation preferred
- Exceptional communication and presentation abilities