Job Description
Are you a results-driven professional ready to build a thriving career in wealth management?
Horizon Wealth Management is seeking a dedicated Financial Advisor to join our dynamic team in Denver, Colorado. We are committed to helping clients achieve their financial dreams through personalized strategies and expert guidance. If you possess the drive to succeed and the passion to help others, we want to hear from you.
As a Financial Advisor at our Denver office, you will play a pivotal role in our growth strategy. We provide a comprehensive support system, including a warm book of business, advanced technology, and ongoing mentorship.
Why Join Us?
- Competitive base salary ($80,000 - $120,000)
- Performance-based commission structure
- Full benefits package (Health, Dental, Vision)
- 401(k) retirement plan with company match
- Continuous professional development and training
Responsibilities
- Build and maintain relationships with new and existing clients to understand their financial goals and needs.
- Develop and implement comprehensive financial plans, including retirement, estate, tax, and investment strategies.
- Manage investment portfolios, conducting regular reviews and making necessary adjustments to market conditions.
- Conduct needs analyses and present tailored solutions to clients, ensuring high levels of customer satisfaction.
- Stay abreast of industry trends, regulatory changes, and economic developments to provide informed advice.
- Collaborate with internal teams to ensure seamless delivery of services.
Qualifications
- Bachelor’s degree in Finance, Economics, Business, or related field (preferred).
- Certified Financial Planner (CFP) designation or Series 7, 63, and 66 licenses (or willingness to obtain).
- Strong interpersonal and communication skills with the ability to explain complex financial concepts clearly.
- Demonstrated ability to prospect for new clients and generate leads.
- High level of integrity, professionalism, and ethical standards.
- Proficiency in CRM software and financial planning tools.