Job Description
Are you a results-oriented financial professional ready to build a thriving career?
Horizon Wealth Solutions is currently seeking a Financial Advisor to join our dynamic team in Madison, Wisconsin. We are looking for individuals who are passionate about helping clients secure their financial future through strategic planning and investment management.
As a Financial Advisor with us, you will work in a collaborative environment equipped with top-tier tools and training. We value integrity, expertise, and a client-first approach.
Responsibilities
- Develop and implement comprehensive financial plans tailored to individual client needs and goals.
- Manage and grow a diverse portfolio of client relationships through proactive prospecting and relationship building.
- Monitor market trends and investment performance to make informed asset allocation decisions.
- Conduct regular portfolio reviews and provide ongoing financial guidance to clients.
- Stay current with regulatory requirements and ensure full compliance with FINRA and firm policies.
- Participate in marketing events and community outreach to expand brand awareness.
Qualifications
- Series 7 and Series 66 licenses (or willingness to obtain immediately).
- Bachelor’s degree in Finance, Economics, Business Administration, or related field.
- Minimum of 2 years of experience in financial services, wealth management, or a related sales role.
- Strong analytical skills with the ability to interpret complex financial data.
- Excellent communication and interpersonal skills with a focus on client service.
- Self-motivated with a proven track record in meeting sales targets.