Job Description
Join WealthHorizon Partners as a Financial Advisor in Plano, TX and take control of your career with flexible scheduling! We're seeking dynamic professionals to build personalized financial strategies for high-net-worth clients while maintaining work-life balance. Enjoy uncapped earning potential, comprehensive training, and a supportive team environment designed for modern advisors.
Responsibilities
- Develop customized investment portfolios and retirement plans
- Conduct financial analysis and risk assessments for clients
- Build and maintain long-term client relationships through proactive communication
- Stay current on market trends and regulatory changes
- Collaborate with cross-functional teams on complex financial solutions
- Meet quarterly performance targets while adhering to flexible hours
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and Series 66/63 licenses required
- 3+ years of financial advisory experience
- Proven track record of client relationship management
- Strong analytical and presentation skills
- Ability to work independently with flexible scheduling
- Certified Financial Planner (CFP) designation preferred