Job Description
Are you a driven financial professional looking to make a significant impact? Horizon Wealth Management is seeking a dynamic Financial Advisor to join our thriving team in the heart of Jersey City, NJ.
We are committed to helping our clients navigate the complexities of the financial world with confidence. As a member of our team, you will have the opportunity to build lasting relationships, manage investment portfolios, and craft personalized financial strategies that align with our clients' life goals.
Why Join Us?
- Competitive compensation package with uncapped earning potential.
- Access to premium training and mentorship programs.
- State-of-the-art technology platform.
Responsibilities
- Develop and implement comprehensive financial plans for individuals and families.
- Manage and monitor investment portfolios to maximize returns while mitigating risk.
- Conduct regular portfolio reviews and client meetings to discuss market trends and financial progress.
- Identify new business opportunities and expand the client base through networking and referral programs.
- Stay abreast of industry regulations, investment products, and economic changes.
Qualifications
- Bachelor’s degree in Finance, Economics, Business Administration, or related field (preferred).
- Series 7 and Series 66 (or 63) licenses (must obtain within 6 months of hire).
- Strong understanding of wealth management strategies and investment vehicles.
- Excellent verbal and written communication skills.
- Proficiency in CRM software and financial planning tools.