Job Description
Join Wealth Horizon Partners, a premier financial advisory firm revolutionizing wealth management in Jersey City's thriving financial district. We're seeking dynamic Financial Advisors to empower clients with personalized financial strategies. Our culture blends cutting-edge technology with human-centric advice, offering unparalleled growth opportunities in one of America's fastest-growing financial hubs.
As a cornerstone of our team, you'll leverage our proprietary platform to deliver comprehensive financial planning services while building lasting client relationships. We provide industry-leading training, mentorship from CFP® professionals, and a robust support system to accelerate your career trajectory.
Responsibilities
- Develop personalized financial plans encompassing investments, retirement, insurance, and tax strategies
- Build and maintain a high-net-worth client portfolio through strategic networking and referrals
- Conduct comprehensive market analysis to optimize client portfolios
- Present complex financial concepts through clear, actionable client communications
- Comply with FINRA regulations and maintain industry certifications
- Leverage CRM tools to track client progress and identify growth opportunities
- Collaborate with internal specialists (tax, estate planning) for holistic solutions
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7, 66 (or 63/65) licenses required
- Minimum 2 years financial advisory experience with proven client acquisition track record
- CFP® designation or commitment to obtain within 12 months
- Exceptional presentation and relationship-building skills
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Strong analytical mindset with ability to translate data into actionable insights