Job Description
Are you a driven financial professional seeking a role that blends expertise with autonomy?
Horizon Wealth Partners is looking for a dynamic Financial Advisor to join our elite team in Boston. We pride ourselves on delivering top-tier wealth management solutions to a diverse clientele, and we are looking for candidates who are passionate about building lasting relationships and driving financial growth.
As part of our team, you will have the unique opportunity to work in a remote-friendly environment, allowing you to maintain a healthy work-life balance while serving clients across the region. We offer a comprehensive benefits package, ongoing professional development, and a commission structure that rewards your performance.
Responsibilities
- Conduct comprehensive financial planning and investment strategy sessions for new and existing clients.
- Manage and grow client portfolios using advanced financial modeling and market analysis tools.
- Develop and maintain strong, trust-based relationships with a diverse portfolio of clients.
- Stay abreast of market trends, regulatory changes, and economic indicators to provide informed advice.
- Collaborate with the wealth management team to deliver holistic financial solutions.
- Prepare and present detailed financial reports and presentations to clients.
- Utilize CRM software to track client progress and ensure high-touch service delivery.
Qualifications
- Bachelor’s degree in Finance, Economics, Business Administration, or related field.
- Series 7 and Series 66 licenses (or willingness to obtain within 6 months).
- 3+ years of experience in financial advisory or wealth management is preferred.
- Strong analytical skills with the ability to interpret complex financial data.
- Excellent communication skills with a focus on client-centric service.
- Self-motivated with the ability to work independently in a remote-friendly setting.
- CFP certification is a plus but not required.