Job Description
At Horizon Wealth Management, we are dedicated to helping individuals and families achieve their financial dreams. We are currently seeking a motivated and results-oriented Financial Advisor to join our growing team in Cincinnati, OH.
In this role, you will have the unique opportunity to build a thriving practice with the backing of a top-tier institutional support system. We are looking for someone who is passionate about wealth management, possesses excellent communication skills, and is eager to make a tangible impact on the lives of our clients.
Why Join Us?
- Top-Tier Resources: Access to institutional-grade research and portfolio management tools.
- Supportive Environment: Comprehensive training and mentorship from senior leaders.
- Growth Potential: Unlimited earning potential through base salary and performance-based commissions.
Take the next step in your career and apply today!
Responsibilities
- Client Relationship Management: Build and maintain long-term relationships with clients by understanding their financial goals, risk tolerance, and life circumstances.
- Financial Planning: Conduct comprehensive financial planning reviews, including retirement, estate, tax, and insurance strategies.
- Investment Management: Recommend and manage investment portfolios tailored to client needs, utilizing a variety of asset classes.
- Business Development: Proactively prospect for new clients through networking, community events, and referral programs.
- Compliance & Reporting: Ensure all client interactions and transactions adhere to strict regulatory compliance standards.
- Market Analysis: Stay abreast of market trends and economic indicators to provide informed advice to clients.
Qualifications
- Education: Bachelor’s degree in Finance, Economics, Business Administration, or related field (or equivalent work experience).
- Licensure: Series 7 and Series 66 licenses (or willingness to obtain within probationary period).
- Experience: Minimum of 2-3 years of experience in financial services, sales, or a related field.
- Communication Skills: Exceptional verbal and written communication skills with the ability to explain complex financial concepts clearly.
- Self-Motivation: High level of drive, discipline, and the ability to work independently.
- Software Proficiency: Familiarity with CRM software and financial planning tools.