Job Description
Are you a results-oriented professional looking to make a tangible impact on people's lives? Horizon Wealth Management is seeking a dedicated Financial Advisor to join our growing team in San Antonio, TX.
In this pivotal role, you will act as a trusted advisor to a diverse portfolio of clients, helping them navigate the complexities of financial planning, investment management, and retirement strategies. We pride ourselves on a culture of integrity, education, and mutual growth.
Why Join Us?
- Competitive base salary with uncapped commission potential.
- Comprehensive training and mentorship programs.
- State-of-the-art technology tools and resources.
- Collaborative and supportive work environment.
If you are ready to elevate your career in the finance industry, we encourage you to apply today.
Responsibilities
- Conduct comprehensive financial needs analyses to understand clients' short and long-term objectives.
- Develop and implement personalized financial plans, including investment strategies, insurance coverage, and retirement projections.
- Manage and monitor investment portfolios, ensuring alignment with client risk tolerance and market conditions.
- Provide ongoing client education and regular portfolio reviews to ensure transparency and trust.
- Identify and pursue new business opportunities through networking, referrals, and community outreach.
- Stay abreast of regulatory changes, economic trends, and industry best practices to provide informed advice.
- Collaborate with internal teams to ensure seamless service delivery for all client accounts.
Qualifications
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
- Valid Series 6 and Series 63 licenses (or ability to obtain within 3-6 months).
- Proven experience in financial planning, sales, or client relationship management.
- Strong analytical skills with the ability to interpret complex financial data.
- Excellent verbal and written communication skills.
- Self-motivated drive with a track record of meeting sales and performance targets.
- CFP (Certified Financial Planner) certification is a plus.