Job Description
Join Wealth Horizon Partners as a Financial Advisor in Atlanta and elevate your career with industry-leading equipment and resources. We provide cutting-edge technology, CRM systems, and marketing tools to ensure your success. Build your client portfolio while leveraging our established brand and comprehensive training programs. This is your opportunity to thrive in one of America's most dynamic financial markets with full institutional support.
Responsibilities
- Develop personalized financial plans for high-net-worth clients in Atlanta metro area
- Manage investment portfolios and execute trades using provided analytical tools
- Conduct regular client reviews and portfolio rebalancing
- Leverage provided CRM system to track leads and client interactions
- Utilize digital marketing resources to generate new business opportunities
- Participate in ongoing training to maintain CFP/CFA certifications
- Collaborate with internal wealth management team for complex client solutions
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- Series 7, 66, and state securities licenses (or ability to obtain within 90 days)
- Minimum 3 years financial advisory experience with proven track record
- Strong analytical skills with proficiency in provided financial planning software
- Excellent communication and presentation abilities
- Entrepreneurial mindset with desire to build client relationships
- Ability to work independently with full institutional backing