Job Description
Are you looking for a rewarding career in finance that offers the freedom of flexible hours? Horizon Wealth Partners is seeking a dedicated Financial Advisor to join our dynamic team in Albuquerque, New Mexico. We value autonomy, professional growth, and a work environment that respects your personal time.
In this role, you will have the opportunity to build lasting relationships with clients, analyze their financial health, and create customized strategies for wealth accumulation and preservation. Whether you are an experienced advisor or a motivated professional ready to enter the field, we offer the training and support you need to succeed.
Why Join Us?
- Flexible scheduling to balance work and life.
- Competitive commission structure and base salary.
- Access to top-tier investment products and training.
- Supportive, collaborative team culture.
Ready to take control of your career? Apply today to become a part of the Horizon Wealth Partners family.
Responsibilities
- Analyze client financial situations and goals to develop comprehensive financial plans.
- Manage and grow investment portfolios with a focus on client returns and risk tolerance.
- Conduct regular portfolio reviews and communicate performance updates to clients.
- Build and maintain strong, long-term relationships with a diverse client base.
- Stay abreast of market trends and regulatory changes to ensure compliance.
- Market financial services and products effectively through networking and referrals.
- Assist in the preparation of necessary documentation for regulatory filings.
Qualifications
- Series 6, 7, and 63 licenses (or willingness to obtain).
- Bachelor’s degree in Finance, Economics, or related field preferred.
- 3+ years of experience in financial services or a strong sales background.
- Excellent verbal and written communication skills.
- Self-motivated with a proven track record of meeting sales targets.
- Proficient in CRM software and financial planning tools.
- Must pass a background check and drug screen.