Job Description
Build Your Legacy in Finance with a Turnkey Opportunity!
Horizon Wealth Partners is seeking ambitious, driven Financial Advisors to join our dynamic team in Philadelphia. We are looking for individuals who are ready to take charge of their career and are passionate about helping clients achieve financial freedom.
Unlike traditional firms, we believe in empowering our advisors with the resources they need to succeed. As a member of our team, you will benefit from our Equipment Provided model, meaning you can focus entirely on what you do bestâserving clientsâwhile we handle the logistics.
Why Join Horizon Wealth Partners?
- Full Equipment Provided: MacBook Pro, smartphone, CRM software, and marketing materials.
- Marketing Leads: Access to exclusive client leads and warm introductions.
- Top-Tier Training: Comprehensive mentorship and ongoing professional development.
- Competitive Compensation: Base salary plus uncapped commission structure.
Responsibilities
- Build and cultivate a robust book of business through proactive prospecting and relationship management.
- Conduct comprehensive financial needs analyses to develop personalized investment, retirement, and estate plans.
- Manage client portfolios, monitor market volatility, and execute trades to align with client goals.
- Present complex financial concepts to clients in a clear, concise, and professional manner.
- Collaborate with internal compliance and support teams to ensure full regulatory adherence.
- Participate in ongoing training seminars to maintain and enhance professional expertise.
Qualifications
- Bachelorâs degree in Finance, Economics, Business Administration, or a related field (or equivalent professional experience).
- Certified Financial Planner (CFP) designation preferred, but willing to train high-potential candidates.
- Series 7, 66, and 63 licenses (candidates with these licenses are highly preferred).
- Demonstrated track record of sales success and client relationship management.
- Strong interpersonal skills with the ability to build trust and rapport quickly.
- Self-motivated with a high level of integrity and professional ethics.