Job Description
Are you a results-driven financial professional seeking a career that offers both professional growth and the flexibility to manage your work-life balance? Horizon Financial Partners is looking for a dedicated Financial Advisor to join our dynamic team in Stockton, CA.
Our firm believes in empowering our advisors with the tools, training, and autonomy they need to succeed. We offer a flexible schedule that allows you to build a practice around your lifestyle, while supporting you with world-class resources.
Why Join Us?
- Flexible Hours: Create a schedule that works for you, whether you prefer a standard 9-to-5 or a hybrid model.
- Competitive Compensation: Base salary plus lucrative commission structures.
- Modern Technology: Access to top-tier CRM and trading platforms.
- Professional Development: Ongoing training and mentorship programs.
Responsibilities
- Analyze clients' current financial status and long-term goals to develop comprehensive financial plans.
- Provide expert advice on investment strategies, retirement planning, tax management, and insurance.
- Market and prospect for new clients to grow the practice within the Stockton community.
- Conduct regular portfolio reviews and adjust strategies as market conditions change.
- Build and maintain strong, trust-based relationships with clients through exceptional service.
- Ensure full compliance with all regulatory requirements and internal policies.
Qualifications
- Certified Financial Planner (CFP) designation or Series 7 and Series 66 licenses required.
- Bachelor's degree in Finance, Economics, Business, or related field preferred.
- Proven track record of sales success and client relationship management.
- Strong analytical skills with the ability to interpret complex financial data.
- Excellent verbal and written communication skills.
- Self-motivated individual with the ability to work independently.