Job Description
Are you a driven professional looking to make a tangible impact on the financial future of families in Northwest Ohio?
At Horizon Wealth Management, we are dedicated to helping our clients navigate the complexities of wealth management with confidence. We are currently seeking a high-energy, results-oriented Financial Advisor to join our Toledo office.
Why You’ll Love Working Here:
• $5,000 Sign-On Bonus: We value talent and want to welcome you to the team immediately.
• Market-Leading Training: Access to world-class resources, mentorship, and ongoing education to accelerate your career.
• Supportive Culture: Work in an environment that fosters collaboration and celebrates success.
The Role:
As a Financial Advisor at Horizon, you will be the face of our brand in the community. You will act as a strategic partner to your clients, helping them achieve their dreams of financial independence through personalized planning, investment management, and retirement strategies.
At Horizon Wealth Management, we are dedicated to helping our clients navigate the complexities of wealth management with confidence. We are currently seeking a high-energy, results-oriented Financial Advisor to join our Toledo office.
Why You’ll Love Working Here:
• $5,000 Sign-On Bonus: We value talent and want to welcome you to the team immediately.
• Market-Leading Training: Access to world-class resources, mentorship, and ongoing education to accelerate your career.
• Supportive Culture: Work in an environment that fosters collaboration and celebrates success.
The Role:
As a Financial Advisor at Horizon, you will be the face of our brand in the community. You will act as a strategic partner to your clients, helping them achieve their dreams of financial independence through personalized planning, investment management, and retirement strategies.
Responsibilities
- Develop and maintain a robust network of new and existing clients through networking events, community involvement, and referrals.
- Conduct comprehensive financial needs analyses to determine appropriate investment and insurance solutions.
- Manage client portfolios, monitor market movements, and rebalance assets to align with changing goals.
- Meet and exceed monthly production and sales targets set by the firm.
- Provide exceptional client service, ensuring all inquiries are resolved promptly and professionally.
- Stay current on industry trends, regulatory changes, and product innovations to provide expert advice.
- Collaborate with internal teams (e.g., operations, compliance) to ensure seamless client delivery.
Qualifications
- Bachelor’s degree in Finance, Economics, Business Administration, or related field (preferred).
- Series 7, Series 63, and Series 66 licenses (or willingness to obtain within a specified timeframe).
- Life and Health Insurance licenses (or willingness to obtain).
- Proven track record in sales, relationship building, or financial services.
- Strong analytical skills with the ability to interpret complex financial data.
- Excellent verbal and written communication skills.
- Valid driver’s license and willingness to travel for client meetings.