Job Description
Join our dynamic team at Horizon Wealth Partners and transform your career in finance with unparalleled flexibility. We're seeking a passionate Financial Advisor to serve clients in Lincoln, NE, with adaptable scheduling options designed for work-life harmony. Leverage our cutting-edge technology platform and comprehensive training programs to build meaningful client relationships while maintaining control over your schedule. This is your opportunity to thrive in a supportive environment that values expertise, innovation, and personal growth.
Responsibilities
- Develop personalized financial strategies for clients covering retirement planning, investments, and risk management
- Build and maintain strong client relationships through regular consultations and portfolio reviews
- Analyze market trends and financial data to optimize client investment portfolios
- Collaborate with cross-functional teams to deliver integrated financial solutions
- Stay current with industry regulations and compliance requirements
- Utilize CRM systems to track client interactions and business development opportunities
- Conduct educational workshops on financial literacy topics
Qualifications
- Bachelor's degree in Finance, Economics, or related field (or equivalent experience)
- Series 7 and Series 66/65 licenses required
- 3+ years of financial planning/advising experience
- Proven track record in client relationship management
- Strong analytical skills with attention to detail
- Excellent communication and presentation abilities
- Self-motivated with entrepreneurial mindset
- Proficiency in financial planning software and CRM tools