Job Description
Join our elite Scottsdale wealth management team as a Financial Advisor and transform lives through personalized financial strategies. At Horizon Wealth Management, we empower advisors with cutting-edge technology, comprehensive training, and a client-first culture. Build your book of high-net-worth clients while enjoying unparalleled support from industry experts.
Why Choose Us?
- Industry-leading commission structure with uncapped earning potential
- Exclusive access to proprietary investment platforms
- Continuing education and professional development stipend
- Modern Scottsdale office with premium amenities
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients
- Build and maintain strong client relationships through personalized service
- Analyze market trends and recommend investment strategies aligned with client goals
- Present financial solutions through compelling proposals and presentations
- Collaborate with portfolio managers to optimize client portfolios
- Stay current on financial regulations and industry best practices
- Participate in community networking events to expand client base
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7, 66, and AZ State Insurance licenses (or ability to obtain within 90 days)
- 3+ years of financial advisory experience with high-net-worth clients
- Proven track record of meeting sales targets and client retention goals
- Strong analytical skills with ability to translate complex financial concepts
- Exceptional communication and presentation abilities
- CFPĀ® designation preferred