Job Description
Are you a driven professional looking to build a high-impact career in wealth management? Horizon Wealth Solutions is seeking a dedicated Financial Advisor to join our dynamic team in Glendale, AZ.
We believe in setting our team up for success. That is why we provide top-of-the-line equipment and ongoing support so you can focus on what you do best: helping clients achieve financial freedom.
As a key member of our team, you will manage client portfolios, conduct comprehensive financial planning, and drive business growth through proactive relationship management.
Responsibilities
- Conduct comprehensive financial needs analyses and create personalized investment plans for clients.
- Manage existing client portfolios and execute trades in accordance with client objectives.
- Proactively prospect for new business through networking, referrals, and community engagement.
- Present complex financial concepts in a clear and concise manner to diverse client demographics.
- Collaborate with the internal compliance and support teams to ensure regulatory compliance.
- Continuously educate yourself on market trends and financial products to provide expert advice.
Qualifications
- Series 7 and Series 66 (or Series 63/65 depending on state) licenses are required.
- Bachelor’s degree in Finance, Business, or a related field is preferred.
- Minimum of 3 years of experience in financial services or sales is highly desirable.
- Demonstrated ability to build strong, long-term client relationships.
- Strong interpersonal and communication skills with a "client-first" mentality.
- Self-motivated with a proven track record of meeting and exceeding sales targets.