Job Description
Are you ready to take your career to the next level? Horizon Wealth Partners is seeking a driven and client-focused Financial Advisor to join our dynamic team in Milwaukee, WI. We are looking for individuals who are passionate about helping clients achieve their financial dreams through personalized strategies and expert guidance.
Why Join Us?
At Horizon Wealth Partners, we believe in empowering our advisors with the tools, support, and autonomy they need to succeed. You will work in a collaborative environment that values integrity, innovation, and results. If you are looking for a role where you can make a tangible impact on people's lives while building a lucrative career, we want to hear from you.
Responsibilities
- Client Consultation: Conduct comprehensive financial needs analyses to understand each client's unique goals, risk tolerance, and timeline.
- Strategic Planning: Develop and implement tailored investment strategies, retirement plans, and estate planning solutions.
- Portfolio Management: Monitor market trends and manage client portfolios to ensure optimal performance and alignment with long-term objectives.
- Relationship Building: Grow and retain a book of business through proactive networking, relationship management, and exceptional client service.
- Compliance & Education: Stay abreast of regulatory changes and educate clients on complex financial concepts to ensure informed decision-making.
- Sales & Growth: Meet and exceed sales targets by effectively communicating the value of our financial products and services.
Qualifications
- Licensing: Series 6, 7, and 63 licenses (or willingness to obtain within a specified timeframe).
- Advanced Licensing: Series 66 or 65 license is highly preferred for advisory roles.
- Education: Bachelor’s degree in Finance, Economics, Business Administration, or a related field (required).
- Experience: Proven experience in financial sales or client-facing roles (preferred).
- Skills: Strong analytical skills with a focus on wealth management, budgeting, and forecasting.
- Communication: Excellent verbal and written communication skills with the ability to explain complex financial topics simply.
- Self-Motivation: Demonstrated ability to work independently, manage time effectively, and drive business growth.