Job Description
Are you a driven professional looking to build a high-impact career in wealth management? Horizon Financial Group is seeking a dynamic Financial Advisor to join our elite team in Scottsdale, AZ.
At Horizon, we believe in empowering our team members with everything they need to succeed. We are proud to offer a comprehensive equipment package for our new hires, including state-of-the-art laptops, premium CRM software, and exclusive marketing leads. This is your opportunity to focus on what you do bestâadvising clientsâwhile we handle the infrastructure.
Why Join Horizon Financial Group?
- Full Equipment Provided: We provide the tools to win, including hardware, software, and lead generation systems.
- Uncapped Earning Potential: Competitive base salary plus lucrative commission and bonus structures.
- Top-Tier Training: Access to our proprietary mentorship program and ongoing industry education.
- Modern Environment: Work in a cutting-edge office located in the heart of Scottsdale.
If you are ready to elevate your career and serve a thriving client base, apply today.
Responsibilities
- Build and maintain strong relationships with clients to understand their unique financial goals and risk tolerance.
- Analyze financial situations and recommend appropriate investment strategies, insurance products, and retirement planning solutions.
- Conduct comprehensive financial planning sessions and regular portfolio reviews to ensure client satisfaction.
- Drive new client acquisition through networking, referrals, and proactive community engagement.
- Collaborate with internal compliance teams to ensure all investment advice meets regulatory standards.
- Stay abreast of market trends and regulatory changes to provide informed guidance.
Qualifications
- Series 6, 7, and 63 licenses (or willingness to obtain).
- Life and Health Insurance licenses.
- Minimum of 1-3 years of experience in financial services or a sales-driven role.
- Strong analytical skills and attention to detail in financial reporting.
- Excellent communication, presentation, and interpersonal skills.
- Self-motivated with a drive for continuous learning and professional development.