Job Description
Join Horizon Wealth Partners, a premier financial advisory firm in Jersey City, NJ, as a Financial Advisor with unprecedented flexibility. We empower our advisors to build thriving practices while maintaining work-life balance through customizable schedules. Our client-centric approach focuses on holistic wealth management, retirement planning, and investment strategies for high-net-worth individuals and small businesses.
We provide comprehensive support including lead generation, advanced CRM tools, and continuous professional development. Whether you're a seasoned advisor or transitioning from another financial role, our collaborative environment and competitive compensation structure set you up for success.
Responsibilities
- Develop personalized financial plans aligned with client goals and risk tolerance
- Build and maintain relationships with high-net-worth clients in the Jersey City metro area
- Analyze market trends and recommend investment strategies across asset classes
- Conduct comprehensive retirement planning, tax optimization, and estate analysis
- Collaborate with internal team on complex financial scenarios and portfolio management
- Stay current with financial regulations and product innovations
- Maintain FINRA Series 7, 66, and state insurance licenses
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- 3+ years of financial advisory experience with proven client acquisition track record
- FINRA Series 7 & 66 licenses (or ability to obtain within 90 days)
- Strong analytical skills with ability to translate complex financial concepts
- Exceptional communication and presentation abilities
- Proven success in developing client relationships and generating revenue
- Self-motivated with ability to work independently within flexible structure