Job Description
Are you a results-driven professional looking for a Direct Hire opportunity in the heart of Indiana? Horizon Financial Group is currently seeking a dynamic Financial Advisor to join our growing team in Fort Wayne. We are committed to empowering our advisors with the tools, mentorship, and independence needed to succeed in today’s competitive market.
In this role, you will be responsible for providing comprehensive financial guidance to individuals and families, managing portfolios, and building lasting client relationships. If you are ready to take control of your career and maximize your earning potential, we want to meet you.
Why Join Horizon Financial Group?
- Direct Hire Status: Stability and long-term career growth.
- Competitive Compensation: Base salary plus performance-based commission and bonuses.
- Supportive Culture: Access to top-tier training, marketing support, and experienced leadership.
Don't miss this chance to elevate your career in finance. Apply today!
Responsibilities
- Conduct comprehensive financial needs analyses and develop personalized financial plans for clients.
- Manage and grow a diverse portfolio of clients through strategic asset allocation and investment recommendations.
- Build and maintain strong relationships with new and existing clients in the Fort Wayne community.
- Stay abreast of market trends, economic indicators, and regulatory changes to ensure compliance and informed advice.
- Proactively prospect for new business through networking, community involvement, and referral programs.
- Prepare and present regular investment reviews and performance reports to clients.
Qualifications
- Series 7, 63, and 66 licenses (or the ability to obtain them within a reasonable timeframe).
- 3-5 years of experience in financial services, wealth management, or a related sales field preferred.
- Demonstrated success in prospecting, closing, and managing a client base.
- Strong interpersonal skills with the ability to communicate complex financial concepts clearly.
- Valid driver's license and reliable transportation for client meetings.
- Self-motivated, goal-oriented, and capable of working independently.