Job Description
Join a High-Growth Team in El Paso, TX
Are you a results-driven professional looking to shape the financial future of the Borderland? Horizon Wealth Partners is urgently hiring a dedicated Financial Advisor to join our expanding network. We are looking for individuals who are passionate about helping clients achieve their retirement dreams, managing investment portfolios, and navigating complex financial landscapes.
Why Join Us?
We offer a comprehensive compensation package including a competitive base salary, uncapped commission structure, and extensive mentorship programs. If you are ready to take your career to the next level in a supportive, modern environment, we want to hear from you.
Responsibilities
- Conduct comprehensive financial needs analyses and develop tailored investment strategies for individual clients and families.
- Manage and grow a book of business by acquiring new clients through networking, referrals, and community outreach events in El Paso.
- Monitor market trends and portfolio performance to ensure client assets are optimized and aligned with their risk tolerance and goals.
- Prepare and present regular financial reports, including quarterly reviews and annual statements, ensuring total transparency.
- Stay abreast of regulatory changes and ensure all advisory activities comply with FINRA, SEC, and state regulations.
- Collaborate with estate planning attorneys and tax professionals to provide holistic financial solutions.
Qualifications
- Bachelor’s degree in Finance, Economics, Business, or a related field (required).
- Series 7, Series 66 (or Series 63) licenses are required; Series 24 preferred.
- Proven track record of sales success and client relationship management.
- Strong interpersonal skills with the ability to communicate complex financial concepts clearly.
- Valid Texas driver’s license and willingness to travel for client meetings.
- Professional demeanor and high ethical standards.