Job Description
Are you a driven financial professional looking for a stable, high-impact opportunity? Horizon Wealth Partners is seeking a talented Financial Advisor to join our elite team in Virginia Beach, VA.
We are dedicated to helping our clients achieve financial freedom through personalized strategies and holistic wealth management. If you possess the drive to succeed and a passion for helping others plan for their future, we want to meet you.
Why Join Us?
- Competitive base salary and performance-based commission structure.
- Comprehensive training and mentorship programs for career growth.
- State-of-the-art technology and proprietary investment platforms.
- Flexible work environment with a focus on work-life balance.
Take the next step in your career by applying today.
Responsibilities
- Build and maintain strong, long-term relationships with new and existing clients by understanding their financial goals and risk tolerance.
- Develop and implement comprehensive financial plans, including retirement planning, investment strategies, and risk management.
- Conduct regular portfolio reviews and adjust strategies to align with market changes and client life events.
- Drive new business acquisition through networking, community events, and referral programs.
- Ensure strict compliance with all FINRA regulations and internal company policies.
- Collaborate with internal teams, including insurance specialists and estate planners, to provide holistic solutions.
Qualifications
- Series 6, 7, and 63 FINRA licenses (or willingness to obtain within 90 days).
- Series 66 or 65 licenses preferred.
- Bachelor's degree in Finance, Economics, or related field preferred (equivalent experience accepted).
- Minimum of 2-5 years of experience in financial services or a related role.
- Strong interpersonal and communication skills, with the ability to explain complex concepts simply.
- Demonstrated track record of meeting or exceeding sales targets.
- Valid driver's license and reliable transportation for client meetings.