Job Description
Join Wealth Horizon Partners, a leading financial advisory firm, as a Financial Advisor in Jersey City, NJ. We're seeking dynamic professionals passionate about transforming clients' financial futures. In this client-facing role, you'll leverage your expertise in investment strategies, retirement planning, and wealth management to deliver personalized solutions. Enjoy comprehensive training, competitive compensation, and a collaborative environment designed for growth. If you're driven to excel and build lasting client relationships, this is your opportunity to thrive in one of New Jersey's premier financial hubs.
Responsibilities
- Develop and implement comprehensive financial plans tailored to client goals, risk tolerance, and market conditions
- Build and maintain strong client relationships through regular portfolio reviews and proactive communication
- Analyze market trends to identify investment opportunities and optimize client portfolios
- Drive business development through networking, referrals, and community engagement
- Stay current on industry regulations (FINRA, SEC) and compliance requirements
- Collaborate with internal teams to provide holistic wealth management solutions
- Maintain accurate client records and documentation in compliance with firm standards
Qualifications
- Bachelor's degree in Finance, Economics, Business, or related field (or equivalent experience)
- Series 7 and Series 66/65 licenses (or willingness to obtain within 90 days)
- 3+ years of experience in financial services, client advisory, or wealth management
- Proven track record of meeting sales targets and building client portfolios
- Strong analytical skills with ability to interpret complex financial data
- Exceptional communication and presentation skills
- FINRA registrations (S7, S66/65) required
- Certified Financial Planner (CFP) designation preferred