Job Description
Join Our Elite Team of Financial Advisors in Portland
Are you a driven professional seeking autonomy and flexibility in your career? Horizon Wealth Partners is currently seeking a highly motivated Financial Advisor to join our dynamic team in Portland, Oregon. We pride ourselves on a culture of excellence, offering a flexible schedule that allows you to balance your personal life while delivering top-tier wealth management services to our diverse client base.
As a member of our team, you will play a pivotal role in helping individuals and families achieve their financial goals. Whether it's retirement planning, investment strategies, or tax-efficient portfolio management, your expertise will directly impact the financial well-being of our clients.
Why Join Us?
- Flexible Schedule: Design your workweek to fit your lifestyle.
- Competitive Compensation: Base salary plus generous commission structure.
- Professional Growth: Access to world-class training and mentorship programs.
Key Responsibilities
Responsibilities
- Build and maintain strong, long-term relationships with new and existing clients through face-to-face meetings and virtual consultations.
- Analyze client financial situations, including assets, liabilities, cash flow, and insurance coverage.
- Develop and implement comprehensive financial plans tailored to meet specific client goals, such as retirement, education, or wealth accumulation.
- Manage investment portfolios, ensuring optimal asset allocation and risk management strategies are in place.
- Stay abreast of market trends, economic indicators, and regulatory changes to provide informed advice.
- Market and promote Horizon Wealth Partners services to generate new leads and referrals within the local community.
Qualifications
- Candidate must hold a Series 7 and Series 66 (or Series 6 & 63) licenses; willingness to obtain these is required.
- Minimum of 2-3 years of experience in financial services, wealth management, or a related field.
- Strong understanding of investment vehicles, including stocks, bonds, mutual funds, and ETFs.
- Excellent communication skills with the ability to explain complex financial concepts to clients of all backgrounds.
- Self-starter mentality with a proven track record of meeting sales and performance targets.
- Bachelor’s degree in Finance, Economics, Business Administration, or related field is preferred.