Job Description
Are you a driven professional looking to make a tangible impact on your clients' futures?
Horizon Financial Partners is urgently hiring ambitious Financial Advisors to join our high-performing team in Detroit, MI. We provide the infrastructure, support, and resources you need to build a thriving practice.
In this role, you will help individuals and families navigate their financial journey, providing expert guidance on wealth management, retirement planning, and investment strategies. We believe in empowering our advisors to succeed through autonomy, mentorship, and a culture of excellence.
Responsibilities
- Client Acquisition & Retention: Proactively identify and acquire new clients to grow a robust book of business within the Detroit metro area.
- Financial Planning: Develop comprehensive financial plans tailored to the unique needs and goals of each client.
- Investment Management: Recommend and manage appropriate investment portfolios using our proprietary tools and third-party strategies.
- Compliance & Ethics: Adhere to strict regulatory requirements (FINRA) and maintain the highest standards of fiduciary responsibility.
- Market Analysis: Stay abreast of market trends and economic indicators to provide informed advice to clients.
Qualifications
- Licensing: Series 7 and Series 66 (or Series 65) licenses required; Series 63 preferred.
- Education: Bachelor’s degree in Finance, Economics, Business, or a related field is highly preferred.
- Experience: 1-3 years of experience in financial services, wealth management, or a related role.
- Communication: Exceptional verbal and written communication skills with a focus on relationship building.
- Drive: Self-motivated mindset with a proven track record of meeting sales targets.