Job Description
Are you a results-driven professional looking to make a tangible impact on the financial future of families in Buffalo, NY? Horizon Financial Group is seeking a dynamic Financial Advisor to join our elite team. In this pivotal role, you will help clients navigate the complexities of wealth management, retirement planning, and investment strategies. We offer a robust support system, extensive training, and a competitive compensation package designed for high achievers.
Why Join Us?
We believe in empowering our team with the tools they need to succeed. Our collaborative culture fosters growth, and our mentorship program ensures that every advisor reaches their full potential. If you are passionate about financial literacy and building lasting relationships, we want to hear from you.
Responsibilities
- Conduct comprehensive financial needs analyses for new and existing clients to determine appropriate investment strategies and products.
- Develop, implement, and monitor personalized financial plans and retirement strategies tailored to client goals.
- Maintain and grow a robust portfolio of clients through exceptional service, regular reviews, and relationship management.
- Stay abreast of market trends and regulatory changes to ensure compliance and provide informed advice.
- Collaborate with the wealth management team to provide holistic financial solutions.
- Assist in the preparation of educational seminars and workshops to attract new business.
- Manage client expectations and resolve complex financial inquiries with professionalism.
Qualifications
- Bachelor’s degree in Finance, Economics, Business Administration, or related field (preferred).
- Certified Financial Planner (CFP) designation or Series 7, 63, and 66 licenses (or willingness to obtain).
- Minimum of 2-3 years of experience in financial services, wealth management, or investment sales.
- Strong interpersonal and communication skills with the ability to explain complex financial concepts clearly.
- Demonstrated ability to prospect, qualify, and close new business opportunities.
- Self-motivated with a strong drive for personal and professional growth.