Job Description
Join Wealth Horizon Partners as a Financial Advisor in Omaha and transform your career with unmatched flexibility. We empower advisors to build client relationships on your terms—whether morning meetings, remote consultations, or hybrid schedules. Our Omaha office offers cutting-edge resources in Nebraska's thriving financial hub, while our culture prioritizes work-life integration. Leverage our proprietary platform and collaborative network to deliver personalized wealth strategies to high-net-worth individuals and families.
Responsibilities
- Develop comprehensive financial plans aligned with client goals using our advanced planning suite
- Cultivate and expand client portfolio through strategic networking and digital outreach
- Analyze market trends and regulatory changes to optimize investment portfolios
- Conduct quarterly portfolio reviews and proactive risk assessments
- Mentor junior advisors through our peer-learning initiatives
- Utilize CRM tools to maintain client relationships and track KPIs
Qualifications
- Series 7 and Series 66/63 licenses (or ability to obtain within 90 days)
- Bachelor's degree in Finance, Business, or related field
- 3+ years of financial advisory or sales experience
- Proven track record in client acquisition and retention
- Strong analytical skills with FMA or CFP designation preferred
- Ability to work independently while collaborating within a team environment
- Nebraska residency or willingness to relocate