Job Description
Are you ready to shape the financial future of clients in the heart of Texas? Horizon Wealth Partners is seeking a driven and ethical Financial Advisor to join our elite team in Fort Worth.
At Horizon, we don't just sell products; we build lasting relationships and provide comprehensive wealth management solutions tailored to individual goals. If you possess the drive to succeed and the passion for helping others achieve financial freedom, we want to hear from you.
Why Join Us?
• Access to world-class training and mentorship programs.
• A competitive commission structure with uncapped earning potential.
• A supportive, collaborative culture that values professional development.
• The opportunity to work with a diverse portfolio of clients in a thriving economic hub.
Responsibilities
- Conduct comprehensive financial needs analyses and develop customized investment strategies.
- Manage and grow a portfolio of individual and institutional clients.
- Provide ongoing guidance on retirement planning, estate planning, and tax-efficient investing.
- Build and maintain strong, long-term relationships with new and existing clients through exceptional service.
- Stay abreast of market trends and regulatory changes to ensure compliance and optimize portfolio performance.
- Collaborate with internal teams, including estate attorneys and tax professionals, to coordinate client goals.
Qualifications
- Bachelor’s degree in Finance, Economics, Business, or related field (Master’s preferred).
- Series 6, 7, and 63 licenses, or willingness to obtain them within 6 months.
- 3+ years of experience in financial services, sales, or wealth management is preferred.
- Strong analytical skills with the ability to interpret complex financial data.
- Excellent communication and interpersonal skills, with a focus on client-centric service.
- Demonstrated ability to work independently in a fast-paced, target-driven environment.
- Valid driver’s license and willingness to travel for client meetings.