Job Description
Are you a driven professional looking to make a significant impact on the financial well-being of families in Wichita and the surrounding areas? Horizon Wealth Partners is seeking a dedicated Financial Advisor to join our dynamic team.
We believe in empowering our team members with the tools they need to succeed. That is why we offer a comprehensive Equipment Provided package, including the latest laptops, marketing materials, and lead generation tools.
As a member of our team, you will build lasting relationships, manage client portfolios, and develop personalized financial strategies tailored to your clients' unique goals.
Responsibilities
- Manage and grow a book of business through face-to-face meetings and community outreach.
- Analyze client financial situations to recommend appropriate investment and insurance products.
- Develop comprehensive financial plans including retirement, estate, and tax strategies.
- Utilize proprietary technology to track performance and manage assets.
- Ensure full compliance with FINRA regulations and internal policies.
Qualifications
- Candidates must be Series 7 and Series 66 licensed (or willing to obtain).
- Strong background in financial sales and client relationship management.
- Demonstrated ability to prospect and generate new business leads.
- Excellent communication and interpersonal skills.
- Self-motivated with a passion for helping others achieve financial freedom.