Job Description
Are you a driven professional passionate about helping individuals and families secure their financial future? Horizon Wealth Management is seeking a talented Financial Advisor to join our rapidly growing team in Albuquerque, New Mexico. We offer a collaborative environment, state-of-the-art tools, and unparalleled support for your career growth.
At Horizon, we believe in empowering our advisors to make a real impact in the community while building a lucrative career. If you have a knack for numbers, a heart for service, and a desire to excel, we want to hear from you.
Responsibilities
- Client Consultation: Conduct comprehensive financial planning and investment advisory sessions to understand client goals, risk tolerance, and financial situations.
- Portfolio Management: Develop and manage customized investment portfolios using a variety of financial products and strategies.
- Compliance & Reporting: Ensure all activities comply with FINRA regulations and company policies; prepare and review regular client reports.
- Market Analysis: Stay abreast of market trends, economic indicators, and industry news to provide informed advice.
- Relationship Building: Cultivate and maintain long-term relationships with clients through proactive communication and exceptional service.
- Referral Generation: Leverage your network and industry knowledge to generate new business leads.
Qualifications
- Education: Bachelor’s degree in Finance, Economics, Business Administration, or a related field preferred.
- Licensing: Series 6, 7, and 63 licenses (or willingness to obtain) required; Series 66 is a plus.
- Experience: 2+ years of experience in financial services, investment banking, or a related role.
- Skills: Strong analytical skills, proficiency with financial software (e.g., Salesforce, Money Desktop), and advanced Excel skills.
- Communication: Excellent verbal and written communication skills with the ability to explain complex financial concepts to clients of all levels.
- Self-Starter: Proven track record of meeting sales targets and driving business growth.