Job Description
Are you a driven professional looking to make a tangible impact on people's financial futures? Horizon Wealth Management is seeking a dynamic Financial Advisor to join our expanding team in Jersey City, NJ. We pride ourselves on a culture of excellence and are looking for individuals who are passionate about helping clients achieve their retirement and wealth goals.
While we have a strong presence in Jersey City, we offer a remote-friendly work environment that allows you to serve clients from anywhere while maintaining a hybrid office presence for team collaboration and training.
Responsibilities
- Conduct comprehensive financial planning and investment advisory services for a diverse client base.
- Develop and maintain long-term relationships with clients to understand their evolving financial goals and risk tolerance.
- Manage investment portfolios, recommend appropriate asset allocation strategies, and execute trades.
- Stay abreast of market trends, economic indicators, and regulatory changes to ensure compliance.
- Assist in the sales of financial products, including mutual funds, insurance, and annuities.
- Collaborate with internal compliance and operations teams to ensure seamless service delivery.
Qualifications
- Series 6, 7, and 63 licenses (or willingness to obtain within 90 days).
- Previous experience in financial services, sales, or a related field.
- Strong interpersonal and communication skills with the ability to build trust quickly.
- Self-motivated with a proven track record of meeting or exceeding sales targets.
- Proficiency in using CRM software and financial planning tools (e.g., eMoney, Redtail).
- CFP certification is a significant plus.