Job Description
Are you a driven Financial Advisor looking for a role that offers flexible hours and work-life balance? Horizon Wealth Partners is seeking a dedicated professional to join our growing team in Jacksonville, FL. We pride ourselves on a client-centric approach and a culture that values your time and expertise.
In this role, you will have the autonomy to structure your schedule while providing top-tier financial guidance to a diverse client base. Whether you specialize in retirement planning, wealth management, or investment strategies, we provide the tools and support you need to succeed.
Why Join Us?
- Flexible Schedule: Design your work hours around your life.
- Competitive Compensation: Attractive base salary plus performance bonuses.
- Modern Tools: Access to state-of-the-art portfolio management software.
Apply today to take control of your career trajectory in the financial sector.
Responsibilities
- Conduct comprehensive financial planning sessions with new and existing clients to assess goals and risk tolerance.
- Develop and implement customized investment strategies aligned with client objectives.
- Monitor market trends and perform ongoing portfolio analysis to ensure optimal performance.
- Build and maintain strong relationships with clients through regular communication and education.
- Ensure full compliance with FINRA regulations and firm policies.
- Participate in local community events and professional networking opportunities.
Qualifications
- Candidate must hold a Series 7 and Series 66 licenses (or equivalent) or be willing to obtain them within a specific timeframe.
- Minimum of 2-5 years of experience in financial services or a related field.
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field is preferred.
- Strong analytical skills with the ability to interpret complex financial data.
- Exceptional communication and interpersonal skills, with a focus on client service.
- Self-motivated individual capable of working independently in a flexible environment.