Job Description
Are you a driven professional looking to make a tangible impact on the financial well-being of others? Horizon Financial Group is seeking a dynamic and client-focused Financial Advisor to join our thriving team in Jersey City, NJ.
We believe that our advisors deserve the best tools to succeed. That’s why we offer a comprehensive equipment package for all new hires, including a high-performance laptop, industry-standard software licenses, and a dedicated support infrastructure. If you are ready to build a rewarding career in wealth management with a company that invests in you, we want to hear from you.
Why Join Us?
- Equipment Provided: We cover all hardware and software costs so you can focus on clients.
- Competitive Compensation: Attractive base salary plus performance-based bonuses.
- Professional Growth: Access to world-class training and mentorship programs.
- Modern Work Environment: Collaborative culture in the heart of Jersey City.
Responsibilities:
- Build and maintain long-term relationships with a diverse client base in the Jersey City area.
- Conduct comprehensive financial needs analyses and create tailored investment strategies.
- Manage and grow client portfolios through ongoing market monitoring and rebalancing.
- Develop and execute sales plans to acquire new clients and expand existing relationships.
- Stay abreast of regulatory changes and ensure full compliance with FINRA and SEC guidelines.
- Present complex financial concepts to clients in a clear, understandable manner.
Qualifications:
- Bachelor’s degree in Finance, Economics, or a related field (preferred).
- Series 7 and Series 66 (or Series 63) licenses required; CFP certification is a plus.
- Strong analytical skills with the ability to interpret market data.
- Excellent verbal and written communication skills.
- Self-motivated with a proven track record of sales success.
- Valid driver’s license and willingness to travel for client meetings.
Take the next step in your career with Horizon Financial Group today. Apply now!
Responsibilities
- Build and maintain long-term relationships with a diverse client base in the Jersey City area.
- Conduct comprehensive financial needs analyses and create tailored investment strategies.
- Manage and grow client portfolios through ongoing market monitoring and rebalancing.
- Develop and execute sales plans to acquire new clients and expand existing relationships.
- Stay abreast of regulatory changes and ensure full compliance with FINRA and SEC guidelines.
- Present complex financial concepts to clients in a clear, understandable manner.
Qualifications
- Bachelor’s degree in Finance, Economics, or a related field (preferred).
- Series 7 and Series 66 (or Series 63) licenses required; CFP certification is a plus.
- Strong analytical skills with the ability to interpret market data.
- Excellent verbal and written communication skills.
- Self-motivated with a proven track record of sales success.
- Valid driver’s license and willingness to travel for client meetings.