Job Description
Are you a motivated professional looking to make a significant impact in the financial industry? Horizon Financial Group is seeking a dedicated Financial Advisor to join our Baton Rouge team. We are an industry leader committed to helping clients achieve financial freedom through strategic planning and investment management.
As a Financial Advisor, you will have the opportunity to build lasting relationships with clients, design comprehensive financial plans, and drive your own success in a supportive environment.
Responsibilities
- Conduct thorough financial needs analyses and create tailored investment strategies for clients.
- Build and maintain a robust portfolio of clients through proactive relationship management and networking.
- Present complex financial concepts to clients in a clear, concise, and professional manner.
- Monitor market trends and adjust asset allocations to optimize portfolio performance.
- Ensure strict adherence to all regulatory requirements and internal compliance policies.
- Collaborate with internal teams to provide holistic wealth management solutions.
- Meet and exceed annual sales and production targets set by the firm.
Qualifications
- Series 6, 7, and 63 licenses (or willingness to obtain immediately upon hire).
- Bachelor’s degree in Finance, Economics, Business, or related field (preferred).
- Minimum of 2 years of experience in financial services, sales, or client management.
- Strong interpersonal communication skills with a focus on client service excellence.
- Demonstrated ability to work independently and meet aggressive sales goals.
- Proficiency with CRM software (e.g., Salesforce, Redtail) and financial planning tools.
- Valid driver’s license and access to reliable transportation for client meetings.