Job Description
Are you a results-driven financial professional seeking an Immediate Hire opportunity in the beautiful city of Colorado Springs? Horizon Wealth Management is expanding our team and looking for a dedicated Financial Advisor to guide clients through their financial journey.
We offer a competitive compensation structure, comprehensive training, and the autonomy to build your book of business within a supportive, high-performing environment.
Why Join Us?
- Immediate Start: Kickstart your career without delay.
- Lucrative Compensation: Base salary plus generous commission and bonus structure.
- Full Support: Access to cutting-edge technology and mentorship from senior advisors.
- Community Impact: Make a tangible difference in the lives of Colorado Springs families.
Responsibilities
- Build and maintain strong, long-term relationships with new and existing clients by understanding their unique financial needs and goals.
- Conduct comprehensive financial planning, including retirement planning, investment management, and risk assessment.
- Develop and execute sales strategies to acquire new clients and grow the asset base within the local market.
- Stay current with industry trends, regulatory changes, and financial products to provide informed advice.
- Prepare and present clear, concise proposals and presentations to clients to ensure transparency and trust.
- Collaborate with internal teams to ensure seamless service delivery and client satisfaction.
- Manage client portfolios, monitoring performance and making necessary adjustments in accordance with client objectives.
Qualifications
- Series 6, 7, and 63 licenses (or willingness to obtain within 6 months).
- Series 65 or 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 communication skills and the ability to explain complex financial concepts to diverse audiences.
- Valid driver’s license and willingness to travel for client meetings.
- Local presence in the Colorado Springs metro area is highly preferred.