Job Description
Launch your finance career with Horizon Wealth Partners! We're seeking motivated individuals with no prior experience to join our dynamic team as Financial Advisors. Enjoy comprehensive training, mentorship from industry veterans, and a clear path to six-figure earnings. Transform your passion for helping others into a rewarding career in financial planning.
Our Omaha office offers a collaborative environment where your success is our priority. We provide all licensing, certifications, and ongoing professional development at no cost to you. If you're driven, coachable, and eager to build a client portfolio, this is your gateway to the financial services industry.
Responsibilities
- Build and maintain client relationships through personalized financial planning
- Develop investment strategies aligned with clients' goals and risk tolerance
- Conduct thorough financial needs assessments for individuals and families
- Present complex financial concepts in clear, accessible language
- Meet and exceed quarterly sales and client acquisition targets
- Stay current with industry regulations and product offerings
- Participate in ongoing professional development and training programs
Qualifications
- High school diploma or equivalent (college degree preferred)
- Strong communication and interpersonal skills
- Self-motivated with entrepreneurial mindset
- Ability to pass FINRA Series 7 and 63 licenses (training provided)
- Proficiency in CRM software and digital presentation tools
- Valid Nebraska driver's license and reliable transportation
- Pass background check and credit review
- Must be coachable and receptive to feedback