Job Description
Are you a driven financial professional looking for a role that respects your work-life balance? Horizon Financial Group is seeking a talented Financial Advisor to join our dynamic team in Minneapolis, Minnesota. We pride ourselves on a culture of autonomy and flexibility, offering a schedule designed to fit your lifestyle while delivering exceptional results for our growing client base.
Why Join Us?
- Flexible Schedule: Set your own hours and work from the comfort of your home or our office.
- Competitive Compensation: Attractive base salary plus performance-based bonuses.
- Top-Tier Support: Access to cutting-edge technology and a dedicated compliance team.
At Horizon Financial Group, we believe in empowering our advisors to build meaningful relationships with clients. If you are ready to take the next step in your career with a firm that values your time and expertise, we want to hear from you.
Responsibilities
- Develop and execute comprehensive financial plans tailored to individual client goals and risk tolerances.
- Manage and grow client portfolios through strategic asset allocation and investment management.
- Conduct regular portfolio reviews and provide clear, actionable insights to clients.
- Maintain strict adherence to regulatory compliance standards and industry best practices.
- Build and nurture long-term relationships with new and existing clients through exceptional service.
- Stay abreast of market trends and economic shifts to provide informed advice.
- Collaborate with the wealth management team to enhance service delivery.
Qualifications
- Minimum of 2-3 years of experience in financial services or a related field.
- Series 6, 7, and 63 licenses (or willingness to obtain).
- Bachelor’s degree in Finance, Economics, or Business Administration.
- Strong analytical skills with the ability to interpret complex financial data.
- Excellent communication skills, both written and verbal.
- Demonstrated ability to manage client relationships and meet sales targets.
- Proficiency in CRM software and financial planning tools.