Job Description
Join Horizon Wealth Management as a Financial Advisor and transform your career with unmatched flexibility in Colorado Springs. We empower advisors to set their own schedules while providing elite resources to serve high-net-worth clients across the Pikes Peak region. Our hybrid work model combines office collaboration with remote client meetings, allowing you to achieve professional success on your terms.
We're seeking dynamic professionals who thrive in autonomy-driven environments. With comprehensive training, advanced CRM tools, and competitive commission structures, you'll build lasting client relationships while enjoying work-life balance. Our modern downtown office offers stunning mountain views and collaborative spaces designed for growth.
Responsibilities
- Develop comprehensive financial plans for 25+ high-net-worth clients annually
- Execute investment strategies across mutual funds, annuities, and estate planning
- Conduct quarterly portfolio reviews with customized reporting dashboards
- Drive business development through local networking events and digital outreach
- Maintain FINRA Series 7 and 66/65 licenses with ongoing CE compliance
- Leverage our proprietary CRM platform for client relationship management
- Collaborate with tax attorneys and estate planning specialists
Qualifications
- Minimum 3 years financial advising experience with FINRA 7/66 licenses
- Proven track record of $1M+ AUM management
- Strong analytical skills with ability to interpret market trends
- Excellent communication skills for client presentations
- Self-motivated with demonstrated entrepreneurial mindset
- Proficiency in financial planning software (MoneyGuidePro, eMoney)
- Flexible availability for evening/weekend client appointments
- Local Colorado Springs market knowledge preferred