Job Description
Are you a driven professional ready to build a rewarding career in wealth management?
Horizon Wealth Partners is currently seeking a dynamic Financial Advisor to join our elite team in Cincinnati, OH. We pride ourselves on delivering personalized financial strategies that empower our clients to achieve their dreams. If you possess a passion for numbers, a knack for relationship building, and a desire to excel in a supportive environment, we want to hear from you.
Why Join Horizon Wealth Partners?
- Competitive base salary plus performance-based commissions.
- Comprehensive training programs for Series 6, 7, 63, and 66 licenses.
- State-of-the-art technology and proprietary research tools.
- A culture that values integrity, mentorship, and work-life balance.
What You Will Do
As a Financial Advisor, you will be the cornerstone of our client relationships, guiding them through complex financial landscapes with confidence and clarity.
Responsibilities
- Develop and maintain strong, long-term relationships with new and existing clients through regular consultations and reviews.
- Analyze client financial situations, goals, and risk tolerance to create tailored investment and retirement plans.
- Manage and grow a book of business by acquiring new clients through networking, referrals, and community engagement.
- Execute trades and manage portfolios in accordance with client objectives and regulatory standards.
- Stay abreast of market trends, economic shifts, and regulatory changes to provide informed advice.
- Collaborate with internal teams, including estate planners and tax specialists, to provide holistic financial solutions.
Qualifications
- Bachelor’s degree in Finance, Economics, Business Administration, or related field (preferred).
- Candidate must be willing and able to obtain the necessary Series 7 and Series 66 licenses within 6 months of employment.
- Minimum of 2-3 years of experience in financial services, sales, or customer relationship management.
- Strong communication skills with the ability to explain complex financial concepts to diverse audiences.
- Demonstrated track record of meeting or exceeding sales and performance targets.
- Self-motivated with a proactive approach to business development.