Job Description
Are you a driven professional looking to make a tangible impact on the financial future of families in Arizona? Horizon Wealth Partners is seeking a Financial Advisor to join our dynamic team in Chandler, AZ.
We provide a comprehensive toolkit for success, including a fully equipped MacBook Pro, industry-leading CRM software, and ongoing mentorship from senior leaders. If you are passionate about wealth management, retirement planning, and investment strategies, this is the perfect platform for your career to thrive.
Why Join Us?
- Equipment Provided: Top-tier hardware and software included from day one.
- Competitive Compensation: Base salary plus uncapped commission structure.
- Growth Opportunities: Clear pathways to leadership and specialization.
We are committed to diversity and inclusion and are looking for candidates who embody our core values of integrity, innovation, and client-centricity.
Responsibilities
- Build and maintain strong relationships with new and existing clients through regular meetings and comprehensive financial reviews.
- Analyze client financial situations to develop personalized strategies for retirement, education, and wealth accumulation.
- Manage investment portfolios, monitor market trends, and execute trades in accordance with client risk tolerance and objectives.
- Stay abreast of regulatory changes and ensure full compliance with FINRA and SEC rules.
- Collaborate with the back-office team to ensure seamless administrative processes and client service delivery.
- Proactively market your practice to generate new leads within the Chandler community.
Qualifications
- Minimum of 3-5 years of experience in financial services or related fields (Entry-level candidates with strong academic backgrounds considered).
- Series 7, Series 66 (or 63/65) licenses, and Series 24 required; willingness to obtain these within 6 months.
- Bachelor’s degree in Finance, Business, Economics, or a related field preferred.
- Excellent interpersonal and communication skills with the ability to explain complex financial concepts clearly.
- Self-motivated with a strong work ethic and ability to work independently.
- Proficiency in Microsoft Office Suite and financial planning software.