Job Description
We are seeking a dynamic and driven Financial Advisor to join our growing team in Louisville, KY. At Horizon Wealth Management, we believe that great advisors deserve great resources. That’s why we offer a comprehensive Equipment Provided package to all new hires, including a high-performance laptop, industry-leading CRM software, and exclusive lead generation tools.
As a Financial Advisor, you will have the autonomy to build your book of business while receiving mentorship from industry veterans. We focus on holistic financial planning and retirement strategies for a diverse client base in the Kentucky and Indiana regions.
Why Join Us?
- Full-Service Equipment Package: We cover all the hardware and software costs to get you started immediately.
- Lead Generation: Access to warm leads and a robust referral network.
- Training & Development: Ongoing CFP board-approved continuing education and coaching.
- Competitive Compensation: Base salary plus performance-based bonuses.
Responsibilities
- Conduct comprehensive financial needs analyses and develop tailored financial plans for clients.
- Manage and grow a portfolio of retail and institutional clients.
- Present investment recommendations and monitor portfolio performance.
- Build and maintain strong client relationships through regular communication and meetings.
- Ensure strict adherence to FINRA regulations and internal compliance policies.
- Collaborate with estate planning attorneys and tax professionals to coordinate client services.
Qualifications
- Series 7 and Series 66 (or 65) licenses, or willingness to obtain them.
- Bachelor’s degree in Finance, Economics, Business Administration, or related field.
- Minimum of 2 years of experience in financial services (internships considered).
- Strong interpersonal and communication skills.
- Proficiency in financial planning software and MS Office Suite.
- Self-motivated with a proven track record of sales success.