Job Description
Are you a results-driven Financial Advisor seeking a schedule that works for you?
Horizon Wealth Management is expanding our team in Colorado Springs and is looking for a dynamic professional to join our flexible network. We specialize in providing comprehensive wealth management solutions to a diverse client base, and we believe in empowering our advisors with the tools and autonomy they need to succeed.
As a Part-Time Financial Advisor on our flexible schedule, you will have the opportunity to build lasting relationships with clients while enjoying the flexibility to manage your time effectively.
Responsibilities
- Client Advisory: Conduct comprehensive financial planning meetings and investment reviews with clients in the Colorado Springs area.
- Portfolio Management: Manage client investment portfolios, ensuring alignment with their risk tolerance and long-term financial goals.
- Market Analysis: Stay abreast of economic trends and market movements to provide actionable insights to your clients.
- Compliance: Ensure all advice and transactions adhere to strict regulatory standards and compliance protocols.
- Business Development: Proactively seek new business opportunities and expand your client base through networking and referrals.
Qualifications
- Licensing: Series 7 and Series 63 licenses (or willingness to obtain immediately).
- Experience: Proven track record in financial advisory or wealth management (1+ years preferred).
- Education: Bachelor’s degree in Finance, Economics, or Business Administration is highly preferred.
- Soft Skills: Exceptional communication skills and the ability to explain complex financial concepts simply.
- Availability: Ability to work flexible hours, including evenings and weekends, as required by client needs.